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Use Tags to Organize Dossier Materials

Create and apply tags to help organize the materials in your Dossier account. Create a tag and apply it to multiple files, or apply tags to files one at a time. The list of materials can also be filtered using tags.


Use Tags to Organize Dossier Materials

Select the tabs below to view more information on different ways to use tags.

Create/apply a tag to a file

  1. Click Materials on the navigation menu.
  2. Click the addition symbol under the file title and click Add New Tag
    Add new tag from plus sign dropdown
  3. Enter the Name.
  4. Click Save when finished.
    • The tag will appear under the document title
  5. Repeat the process to add as many tags as necessary

Add tag to multiple items in a list

  1. Select multiple files by clicking the checkboxes adjacent to the desired Title.
  2. Select Add new tag from the Tag dropdown that appears.
    Add new tag from tag dropdown
  3. An existing tag can be applied to the selected files or a new tag can be created.