With the help of tags, you can precisely categorise your documents. This allows you to filter specifically for documents with the tag and saves you from having to search for a long time.
Administrators can create tags in the settings and also within the documents. These can then be added to the document by all users and filtered in the table view.
How can I activate tags for my company?
Tags are only available in the new Candis packages. We would be happy to advise you in a personal meeting on how your company can benefit from an upgrade. Schedule a personal consultation.
Creating tags
Tags can only be created by administrators. There are two ways to create a new tag.
Create the tag in the settings
Go to the ‘Tags’ tab in the settings and select ‘Add new’ in the top right corner. Give the tag a meaningful name and a short description so that you know what it should be used for.
Creating tags in the processing form document
The document has a new field called ‘Tags’. To create a new tag, click on the ‘Add new tag’ button. The same mask will open, give the tag a meaningful name and a description, and click on save.
To add a tag to a document, simply select it during processing. Important: Tags are saved automatically, without the document first having to be sent for approvals.
Filtering documents by tags
The main benefit of tags is that they allow you to find documents more quickly and easily. There are two ways to filter by tagged documents.
Get the document list in the settings (only admins)
In your tag overview in the settings, you will see a number next to each tag you have created. This number indicates how many documents are tagged with it. Clicking on this number opens a list of all documents with this tag.
Filter by tag in the archive
Use the filter function in the archive tables to filter your documents by tag. Simply select one or more tags. You can also combine your search with other filters in the table.
Manage tags
You can find an overview of the tags you have created in the settings under the menu item ‘Tags’. There you can manage your tags as an administrator.
Sort list
You can sort the displayed list by ‘Alphabetical’, ‘Newest first’ or ‘Most used’.
Archiving
You can archive tags that are no longer used. To do this, open the tag and click on ‘Archive’.
Coming soon: merging
It will soon be possible to merge tags. For example, if you have two tags that are similar or that you would like to merge for other reasons, you can select which tag you would like to keep. All documents will then be assigned this tag.