Tags offer you a flexible way to classify documents without the limitations of rigid folder systems. With Candis, you have full control over the naming and structure of your tags. Candis administrators can now create tags on document level as well as globally in the settings. Created tags can then be used and added by all candis-users. All tags can be seen an filtered. For an optimal classification of tags, you can read our guide below.

Planning is key: Before you create a new tag, you should think about how you want to use it. Tags can be created for different topics such as projects, locations, goods, status, departments or cost centres. By thinking about this in advance, you ensure that the tags are consistent and useful.

Example 1: Categorisation by services and goods

Example 2: Categorisation by status

Ensure comprehensibility: Add a short description to each tag. This helps everyone who adds tags to documents to understand what the tag stands for and how it should be used.

Less is often more: It is better to invest more time in selecting the right tags instead of having a large number of similar tags that make sorting difficult. Fewer but targeted tags help to organise your documents effectively and prevent an overload of irrelevant information.

With these best practices, you can ensure that your tags provide a helpful structure and don't become an organisational pitfall.