This article explains how to use tags to organize and locate documents within a workspace. It covers how to apply and remove tags from documents in both the workspace view and document viewer.
Before you Begin
Tags apply only to documents within a workspace.
Tags created in one workspace are not visible in other workspaces.
Contributors and above can create, apply, and remove tags.
Readers can view tags but cannot modify them.
Tags can only be in lowercase.
Tags may contain letters, spaces, hyphens (
-), and underscores (_).Tags cannot exceed 50 characters.
Duplicate tags are not allowed.
Tagging Documents in the Workspace View
Tags applied to a document appear in the Tags column of the workspace document list. If several tags are applied, only a few will be displayed, followed by a button showing the remaining tag count. Selecting this button reveals the remaining list of tags.
To add a tag to a document:
Locate the document in the workspace document list.
Click the Plus Sign in the tags column next to the document you wish to tag.
Begin typing to search for an existing tag or create a new one.
Press Enter to apply the new tag or choose an existing tag from the dropdown.
As you type, the tag list will automatically filter to match your input. After applying a tag, the input field remains active, allowing additional tags to be added.
To remove a tag:
Locate the tag applied to the document.
Select the X next to the tag name to remove the tag.
Confirm the removal when prompted.
Tagging Documents in the Document Viewer
Tags are displayed in the information panel in the document viewer.
To add a tag:
Click the Information Icon in the document viewer on the right side.
Click the Plus Sign and begin typing to search for an existing tag or create a new one.
Press Enter to apply the tag.
To remove a tag:
Locate the tag in the list in the Information Panel.
Click the X next to the tag name to remove the tag.
Confirm the removal.