This article explains where in the system and how to create Tags
Please note that to manage Tags, your profile must have the appropriate setting enabled.
In the Document » Settings, you can add Tags that will be utilized when a document is published. You can tag a document with one or multiple keywords, making it searchable through the Query Builder. 
Tags can also be included in a document's header or footer, making them easily accessible and clickable for users.
Tip. If keywords are placed in a header, they become clickable, allowing users to view a list of documents that share the same tags.
How to Create Tags
To add keywords, click on the plus sign icon (1), enter the desired name, and save your changes. To modify the name or delete a keyword, use the pencil or trash can icon (2). If you want to search for a saved keyword in the list, you can either use the magnifying glass icon (3) for a quick search or navigate through the arrows on the left if there are more than 10 keywords created.
Please note
- Tagging can be done when a document is published or modified for already published documents, provided that the following conditions are met:
- The user is the creator of the document or has been assigned to revise it.
- The user has the profile setting that allows Access to edit the document information on all published documents
- Tag information can be utilized in Layout documents via the Insert Company and Document Information feature or in the header/footer of text documents.
- Additionally, documents can still be found through the Query Builder search, even if the Insert Company and Document Information function has not been used.
Related Content:
- Creating a Text Document, Publishing, and Creating a New Edition
- Where to create Header/Footer in a text document
Last updated: 21 February, 2025