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How to filter documents with specific tags?

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Tags are used to categorize and organize documents for easier search and retrieval. You can add tags while creating the document or after creating the document. It is also possible to add multiple tags to a single document. By adding tags, you can easily find a group of related documents rather than searching for each document individually.

Learn how to add tags to the document from this article: Organize and manage documents using tags.

Follow the steps below to find documents with specific tags:

  • Go to the Documents menu and select My Documents/Team Documents.
  • You can find the Filter icon near the search field.
  • Click the filter icon and select the specific tag(s) from the dropdown in the Tags field.
  • Once selected, click the Apply Filter button.
  • All documents under the specific tag(s) will be displayed.

Filter documents using tags

  • You can also pin the filtered documents to the dashboard using the pin option at the top of the page. It helps to track the status of the filtered documents easily.

pin option

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