Folders are a great way to organize your documents, but as your company grows and more documents are added, it may become difficult to find specific documents quickly.
This is where the use of Tags comes into play. Tags function as a filter, so you can quickly find what you want by adding tags to your documents.
How Document Tags Work
When you add a document to Humi, you’ll see a Tag field where you can create and add tags. Any tag you create will be saved for future use, and you can make as many as you need!
To find documents by tag, click the Filter button in Documents. You’ll see a list of all your tags—check the box next to any tag to view any documents with that tag.
You can also add multiple tags to each document, making organizing and finding exactly what you’re looking for easier.
We recommend adding tags to every document you create to keep things organized and make finding the document you need easier!
Open the fields to learn more about tags:
The most efficient way to add tags to your documents is when uploading them. On the document upload page (Documents > + Add Document button > Select the document type > Upload document), you can create tags or add existing tags in the Tags field.
If you forgot to add tags here, don't worry; you can add or remove tags from your documents at any time.
Add a New Tag
- After selecting the document you want to upload, you'll see the Tags field.
- In this field, type in the new tag name and press Enter/Return on your keyboard.
- The newly created tag will appear in the Tags field with an "X" beside it, which you can use to delete the tag if necessary. You can add as many tags as you want in this field.
Be Specific With Tags
Adding more tags can help you narrow your search and find the content faster when using tags to search.
Click on the Tags field from the document upload page and select the existing tag from the dropdown menu. Additionally, you can start typing the tag name and select it when it appears on the dropdown menu.
If you forgot to add tags to your document or want to remove existing tags, you can easily do this from the document page.
- In Documents, click on the document you want to edit, and Humi will direct you to the Document Page.
- Click the three dots on the top right corner and select Rename & edit tags from the dropdown menu.
- In the Tags field, click the "X" to delete the tag, choose an existing tag from the dropdown menu or create a new tag by typing it in and hitting "enter/return" on your keyboard.
Delete tags
In the Edit Document pop-up, you can remove unwanted tags by clicking the "X" next to the tag name.
- In Documents, click on the Filters button, then click on the Manage Tags link.
- Find the tag you want to rename and click the three dots at the end of the row.
- Select Rename from the dropdown menu.
- Add the new tag name in the pop-up and click Save.
Tagged Documents Will Be Updated
When you rename a document tag, all documents previously tagged will be updated to reflect the new tag name.
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