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
- Click Materials on the navigation menu.
- Click the addition symbol under the file title and click Add New Tag.
- Enter the Name.
- Click Save when finished.
- The tag will appear under the document title. - Repeat the process to add as many tags as necessary.
Add tags to multiple items in a list
- Click Materials on the navigation menu.
- Select multiple files by clicking the checkboxes adjacent to the desired Title.
- Select Add new tag from the Tag dropdown that appears.
- 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.
- Click Materials on the navigation menu.
- Click the “x” adjacent to the tag to remove it.
- Click Remove to confirm the decision.