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🏷️ Use Tags to Create Document Collections in Outmind

Add tags to your documents to create cross-platform collections, accessible from all your tools.

M
Written by Maxime Renault
Updated over 2 weeks ago

Tags allow you to group, categorize, and quickly find documents around the same topic—regardless of their source (Drive, emails, Teams, etc.).


📚 What Are Tags Used For in Outmind?

In Outmind, you can apply tags to all types of content:

  • Files (PDFs, Word docs, etc.)

  • Web pages

  • Emails

  • Chat messages (Slack, Teams, etc.)

This lets you:

  • Create thematic collections (e.g., “RFPs”, “Sales References”, “HR”)

  • Mark useful documents to reuse later

  • Centralize documents scattered across different platforms

💡 Outmind applies tags as a smart overlay, meaning you can group together a Teams file, an Outlook email, and a Google Drive document under the same tag—without changing anything in the original tools.


🤝 Who Can See Tags?

There are two types of tags in Outmind:

  • Team Tags (collaborative): visible to your colleagues

  • Private Tags (personal): visible only to you—even if others have access to the same document

📌 Important:
Tagging a document does not change its access rights.


If you tag a private document (like a personal email), your colleagues will not be able to view it, even if the tag is shared.

Outmind always respects individual access permissions.


➕ Add a Tag to a Document

  1. Hover over the desired document

  2. Click the “Add Tag” icon that appears (or right-click > “Add Tag”)

  3. In the window that opens:

    • Search for an existing tag

    • Click on a suggested tag to apply it


🆕 Create a New Tag

You can create a tag from the “Tags” section (bottom left, in the filter menu):

  1. Click the “+” icon to the right of the section title

  2. Enter a name, color, and optional hierarchy (sub-tags)


🖊️ Edit an Existing Tag

In the Team Tags section (left menu):

  1. Click the three-dot icon next to the tag

  2. Select Edit Tag

  3. Modify the name, color, or hierarchy

  4. Click Update Tag to save your changes


🗑️ Delete a Tag

Remove a tag from a document:

  • Click the “x” to the right of the tag on the document

Delete a tag entirely:

  • In the Team Tags menu, click the three dots next to the tag

  • Select Delete

⚠️ This will remove the tag from all documents where it was applied—for both you and your colleagues.


📝 Good to Know

  • All tags you create can be filtered from the Team Tags menu to quickly access your collections

  • You can edit or delete only the tags you’ve created, unless you have specific admin rights

  • Tags can be structured hierarchically to organize your collections by sub-topics

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