Document Tags

How to create, edit, delete and assign Document Tags

Sean McTiernan avatar
Written by Sean McTiernan
Updated over a week ago

In this article, you will learn: 

  • How to Create Document Tags

  • How to Edit/Delete Document Tags

  • How to Tag a Document

Please note: This feature is part of the Documents, Notes & Feedback app as part of HR Management Suite. Only an admin has the ability to create Document Tags. 

How to Create Document Tags

  1. Sign into as an Admin

  2. Click name/email address at top right of screen

  3. Select 'Settings' from the drop down menu

  4. Go to 'Employees' on the left side

  5. Select 'Document Tags'

  6. Select 'New Tag' 

  7. Type what you want to name that tag

  8. Press 'Save'

Editing/Deleting Document Tags

  1. Follow steps 1-5 above

  2. To edit, select the orange pencil, edit as you wish

  3. Press 'Update' 

  4. To delete, press the 'thrash can' button as seen below

How to Tag a Document 

  1. Go the employee's profile

  2. Go to the 'Documents' tab

  3. Select the document you want to tag

  4. Press the orange pencil button

  5. Select tag in the tag dropdown

  6. Click the blue 'Update' button

Related Articles:
Employee Documents

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