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Adding tags to files in the contact documents tab
Adding tags to files in the contact documents tab
Updated over a week ago

Use tags to store extra searchable information against file(s) is stored in Synergy. For example, you can use tags to label where photos were taken, add a client name to a set of documents, add the project site address or location to a file and much more. Add tags to documents by:

  1. Open the folder that contains the files you want to tag.

  2. Check the box next to each of the files that will have the same set of tags applied.

  3. Click the multi-select actions button > select the 'bulk tags' option.

  4. In the tags, box type each required tag into the box. Separate each new tag entered with a comma, or click the enter key to start typing the next tag. If the tag already exists then it is shown in a list, and you can choose to use the existing tag instead of creating a new tag.

  5. Save.

Tip: Add tags to a single file by selecting the row to open the file, and adding the tags in the view document properties page.

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