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Use Tags to Organize Dossier Materials

Tags help you organize and quickly retrieve your materials in Dossier. You can tag files individually or in bulk, making it easier to filter items when preparing for reviews.

 

Tags are especially useful when assembling collections based on institutional guidelines since you can apply tags directly from the Collections page when building a collection of materials in preparation of an upcoming review.

 

Use Tags to Organize Dossier Materials

After navigating to the Materials page, you can apply tags to items individually using the (+) symbol below the material title or in bulk by checking the boxes next to the applicable materials and then using the Tag dropdown that appears on a toolbar.
My Materials page with Tag dropdown

  • Tag names will automatically be removed from the list of tags available once it is no longer used on any materials. 
  • You can delete a tag by clicking the 'X' next to the applicable tag to remove it.
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