Account Settings - File Tags

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File Tags Overview

File tags can be used to provide context to uploaded files. This can be used to organize files uploaded to assets, checklists, tests, etc. For example, some projects may require different documents for different phases of the project or completion milestones. The tags can be used to indicate which files are “Level 1” commissioning, as opposed to “Level 2,” “Level 3,” etc.

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Adding a New File Tag

1
Click the Add New button in the upper right corner.
2
Enter a name for the file tag.
3
Click Save.

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Editing a File Tag

1
Click the Edit button to the right of the file tag.
2
Change the name of the file tag.
3
Click Save.

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