Tags can be used to categorise your documents. You may wish to tag your documents for the following reasons:
Retrieve a category of documents and drill down into reporting data. Navigate to Reports in the top menu and select one of the tags from the list to filter the documents.
Locating a document
Retrieve a category of documents to manage from your homepage. Select a tag on your homepage.
Tags are applied to documents, not to versions or folders. They are not compulsory and do not impact on your reader’s experience. If you intend to create a significant number of documents, they can be very helpful.
Other articles in the ‘Tags’ series
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