How to Add a Document Tag 

1. Find the document you wish to tag and expand/open it.

2. Click on the information icon in the upper right of the document.

   

3. The information on the document will open. Click on the Tags field to add or edit the document tags.

4. Select the tags from the list and click OK.

   

5. The tags will then appear.

   

 

Adding tags to your documents table 

In Program Management | Supervision > Documents

1. Click the settings icon in the upper right.

2. A window will pop up. In the Available Columns table, scroll until you see Tags.

3. Click the plus icon on Tags or click and drag it into the Displayed Columns table.

4. Move the tag column up or down in the list depending on where you want it to appear.

5. Click Save this column order.

6. The tags will not appear automatically as they are added to documents. Refresh your page and they will appear.