Help CenterHelp for Dossier Manage Your Dossier MaterialsUse Tags to Organize Your Dossier Materials

Use Tags to Organize Your Dossier Materials

You can create and apply tags to help organize the materials in your Dossier account. You can create a tag and apply it to multiple files, or apply tags to files one at a time. You can also filter the list of materials using tags. To get started, navigate to the "My Materials" page of your Dossier.

To create and apply a tag to a file:

1. Click the addition symbol under the file title and click "Add New Tag"

To create and apply a tag to a file, click the addition symbol under the title and click "Add New Tag"

2. Enter the new tag and click "Save"

Enter the new tag and click "Save"

The tag will appear under the document title

The tag will appear under the document title

Repeat the process to add as many tags as necessary

Repeat the process to add as many tags as necessary
To add a tag to more than one item in the list:

Select multiple files and click the "Tag" button to the right of the page

You can choose to apply an existing tag to the selected files, or create a new one.

To add a tag to more than one item in the list, select multiple files and click the "Tag" button to the right of the page
To "Filter" the list of materials according to the tags you have added:

Click "Filter"

Click "Filter" to filter the list of materials according to the tags you have added

Select the tag(s) from the list

Select the tag(s) from the list

Only items with the selected tag will display in the list

Only items with the selected tag will display in the list