Posted 9 months ago by Harrison Gowers


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


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