To add tags follow the steps below:


Select the Manage Tags button (A) on the Documents screen, when the next screen appears select the Add new record button (B) and insert the required tag for example Supplier Info/EU Permit, then click insert and close. A tag allows the user to search quickly for the document using the tag in the search bar. 




To assign the tag to a certain document select the Edit Document button above the Documents table.


 Next, assign the tag by ticking the appropriate tag (A) and click Save.

Using the Edit Document button the user can also change the organisational node (B above) the document is attached to, and edit the name and description (C above) of the document. Click save when finished.