Tagging

Posted 9 months ago by Harrison Gowers

Contents

To assist with the management of data and collaboration Boxes, Folders and Files can be assigned tags. By tagging items in this way it is possible to:


  • Progress items along steps of an existing workflow
  • View only files of a particular status
  • Export only files of a particular status




How to tag

  • Select the item(s) you wish to tag by clicking on them



  • Click the tag icon to see a list of available tags



  • Choose a tag and click 'Update' to apply it



  • Tags can also be applied from within Smartview using the 'File status' drop-down menu





Filter by tag

  • Click the filter icon to open the menu



  • Select a tag to filter by to see only matching files





Create and manage tags


Please note: tag management is only available to those with Owner permissions.


To manage tags go to the 'Document Tags' tab in Smartbox.ai Settings.



To edit a tag click the pencil icon (please note: default tags cannot be edited)


To create a tag:

  • Click the plus icon



  • Enter a name
  • Choose a colour OR icon to represent the tag
  • Click 'Save'



  • Your newly created tags will now appear as an option in the tag menu

 




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article