Tags
Using Tags easy way to classify different kinds of documents in their respective categories.
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Using Tags easy way to classify different kinds of documents in their respective categories.
Last updated
Was this helpful?
You can add any tag to a DocType just like Assignments and Comments.
While going through a document list, you may filter the same by using tags.
At a glance, you will be able to see the number of documents tagged to each classification.
Once you've tagged a couple of documents with a specific tag, you can find all the tagged documents by searching for "#tagname" in the global search bar on the top.
For example, consider you've tagged some documents with the tag "project 19". Simply type "#project 19" in the global search bar without quotes and select #project 19 from the results.
All the tags that get created in your ActiveBooks account can also be searched when fetching a report.
These tags can also be searched as a filter in the report.
