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Tags

  • 109views
  • February 6, 2024

Tags

Tags provide a simple method for categorizing various types of documents into their respective categories.

You can assign tags to a DocType in a similar manner to assignments and comments.

When reviewing a document list, you can filter it using tags. This allows you to quickly see the number of documents associated with each classification.

Find all tagged documents

After labeling several documents with a particular tag, you can locate all tagged documents by typing “#tagname” in the global search bar at the top. For instance, if you’ve labeled documents with the tag “project 19,” just enter “#project 19” in the global search bar (without quotes) and choose “#project 19” from the search results.

Tags in Reports

All the tags that get created in your BizCentric account can also be searched when fetching a report. These tags can also be searched as a filter in the report.