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Use Tags to Organize Dossier Materials

Create and apply tags to help organize the materials in Dossier accounts. 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

Create/apply a tag to a file

  1. Click Materials on the navigation menu.
    Materials selected under Home
  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 tags to multiple items in a list

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

Delete a tag

Tag names will automatically be removed from the list of tags available once it is no longer used on any materials. 

 
  1. Click Materials on the navigation menu.
    Materials selected under Home
  2. Click the “x” adjacent to the tag to remove it.
    X selected next to the tag name
  3. Click Remove to confirm the decision.
 
 

 

 

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