How to organize and find documents in Signify
Tags help you organize and quickly find documents with additional logic - independent of folders. If you need to categorize documents by type or other attributes, tags are exactly what you need.
Tags are especially useful when:
- You have a large number of documents
- Documents belong to more than one category
- You want to quickly find specific types of files
Managing Tags
To manage tags, click on Manage Tags on the documents page.
- Add, edit, or delete tags
- See how many documents are assigned to a specific tag
Assigning a Tag to a Single Document
1. On the documents page, click + Tag in the tag column.
2. Select an existing tag or create a new one.
Assigning a Tag to Multiple Documents
1. Select multiple documents.
2. Click the tag icon.
3. Choose the desired tag from the list.
Quickly Creating a Tag
- On the documents page, click + Tag
- type the tag name in the search and click it
1. Give it a name
2. Choose a color
3. Click Save
Assigning a Tag During Creation
You can assign a tag while creating:
- A new document
- A template
- A form
Steps:
1. At the final step of the document, expand Folders & Tags.
2. Expand Tags.
3. Select the desired tag(s).
The selected tags will be automatically assigned to the document after creation.
Using Tags for Search and Filtering
Tags help your team quickly find the documents they need. You can filter by a single tag or by multiple tags.
1. Expand the tag filter
2. Select the desired tag(s)
If the tag filter does not appear on the documents page:
1. Click + Filter
2. Select tag(s) from the list