How to create & add new tags

What are tags & how do they help?

Tags are additional metadata that you can add to your documents, to differentiate documents from one another, and to find them faster when required. Let’s say you received an invoice for an advance payment, made to a client named XYZ, for the month of January. The tags for such an invoice would be ‘XYZ’, ‘January’ & ‘advance’. Once the tags are added, you can simply input the tags in GLOBODOX’s search bar, and all the documents containing those tags will be displayed in the results.

How to create & add new tags?

The quickest way to add tags to your documents is by selecting a document and adding a tag by typing it in the ‘tags’ bar on the preview page, or by clicking on the “Create a New Tag” in the navigation panel. You can also add multiple tags by adding a space between two consecutive tags. Just type in the tag keyword or phrase, and press enter to create the tag. If you want to add an existing tag to a document, you can just drag the document and drop it on the tag in the navigation panel.