Managing your tags

Why use Tags?

Tags will help you:

  • Organize your and group your documents
  • Easily retrieve your documents with filtering from the Inbox
  • Control who has access to documents in your Inbox (more info here

You can create as many tags as needed to apply your internal organization processes to your Concord account. As a best practice, we suggest that you start by creating tags matching:

  • Your internal departments: Legal, Sales, HR, Procurement, etc.
  • Any recurring document types or categories: "Customer", “Vendors”, “HR”, “Real Estate”, etc...

Each document can have one or multiple tags.


Displaying tags in the Inbox

To display the tags column in your Inbox, click the slider icon from the right sde of the toolbar and select 'Tags' from the menu.

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Organizing with tags

When you create a tag, it appears automatically as a filter in the sidebar of your Inbox.

Select the 'More' link in the left sidebar to toggle open a list of your tags. Select the name of the tag to quickly filter documents in your Inbox to only those with that tag applied. This allows you to better manage your documents and retrieve them with more ease. 

You can also enter a tag name into the global search bar to find results in documents. 

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Creating tags to help organize your documents - for Administrators

To create a tag:

  • Settings > Company Settings > Tags Management
  • Add a tag > Enter Name > Create

 

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Apply a tag to your document:

  • Locate the document you want to tag and navigate to the document view. 
  • Select the 'Summary' tab in the Summary Sheet to the right of the document.
  • Select the 'Add tags' button in the General Information section of the Summary Sheet.
  • Begin typing the name of the tag you wish to add in the input field
  • Select an existing tag from the dropdown menu that appears as you type, or
  • Add a new tag to the document (tag names cannot include spaces, commas, colons, or semicolons)
  • Press return to add the tag. The added tag will appear under the input field in a grey container. 
  • Add as many tags as you wish to the document. 
  • Select 'Save' when you are done.  

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Delete a tag - If you are an administrator

To delete a tag:

  • Settings > Company Settings > Tags Management
  • Click on the "delete" button at right of name of the tag you want to delete

(This feature is available with Standard, Plus, and Enterprise subscriptions) 



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