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Tagging tips

Tags are a great way to help easily organize your documents and avoid the trappings of subfolders.

We recommend the following ways to tag your documents:

Document Categories, for example:
* Budget
* Form
* Invoice 
* Minutes 
* Policy
* Report
 
Status of a document, for example:
* Approved
* In Review
 
Dates, for example:
* Year, e.g. 2017
* Quarter, e.g. Q4
 
 
After tagging a document, you can filter by multiple tags to easily see the documents that you're interested in, for example, seeing the policies that have been approved by selecting the tags “Approved” and “Policy”.
 
Ultimately, you can tag documents with any set of keywords that works best for your institution. Feel free to experiment, it's easy to add and remove tags. :)
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