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