1. Add a tag on a document
2. Create a tag from the left vertical menu
3. Who sees my actions on tags?
4. Modify a tag
5. Delete a tag
1. Add a tag on a document
To add a tag directly from a document:
Move the mouse over the document, the "Add label" button appears.
2. Click it.
2.1 You can add an already existing tag by typing its name. The corresponding tags will appear.
2.2 You can add a new tag by clicking on the tag in formation to the right of "Create". You will then find this tag in the vertical menu on the left.
2. Create a tag from the left vertical menu
To create a tag, go to the tag section on the left vertical menu. Click on "Create label". You can then give it a name, a color and a tree structure.
3. Who sees my actions on the tags?
When you create, modify or delete a tag, it impacts everyone in your organization:
Everyone in your organization will be able to see the tags you have created.
When you delete a tag, it also deletes it for your entire organization.
When you modify a tag (e.g. name, color, tree structure, ...), it also changes it for all the people in your organization.
4. Modify a tag
To modify a tag, click on the 3 dots next to the label, in the left vertical menu, then on "Edit label".
Change the color of the tag
Choose the new color you want and validate by clicking on "Edit Label".
Modify the name of the tag
Choose the new name of the taf and validate by clicking on "Edit label".
Modify the tag tree structure
Click on "Nest this new label in an existing label" then click on the desired label. To validate, click on "Edit label".
5. Delete a tag
Delete a tag from a document
To remove a tag from a document, click on the cross on the right of the tag. The tag will be deleted from the document.
Delete a tag entirely
To delete a tag entirely, both on the vertical menu on the left, but also on all the documents: click on the 3 dots next to the label and then on "Delete".
