File Tags

Organize documents with tags for easy filtering and finding.

Creating a Tag

1. Go to Settings → File Tags
2. Click Add Tag
3. Enter:
   • Name - Tag label (e.g., “Contract”, “Evidence”)
   • Color - Choose a color for visual identification
4. Click Save

Suggested Tags

Common tags for union document management:

• Contract - Contract-related documents
• Evidence - Evidence for grievances/cases
• Correspondence - Letters and emails
• Meeting Notes - Notes from meetings
• Forms - Standard forms
• Legal - Legal documents

Tagging Documents

When uploading or viewing a document:

1. Click the tag icon
2. Select one or more tags
3. Tags are saved automatically

Filtering by Tag

In Docs & Files:

1. Click the tag filter dropdown
2. Select a tag
3. Only documents with that tag are shown

Managing Tags

• Edit - Change name or color
• Deactivate - Hide from selection but keep on existing files
• Delete - Remove completely (removes tag from all files)