Document tags let you group documents with custom categories. Document tags can be created and edited by Promasters and applied by any document editor.

Create or Edit a Document Tag

Promasters can add or edit document tags through the tag management menu [Admin>Tags>Document tags]. Use the [Add document tag] button to create a new tag, or click the pencil icon to edit existing tags.

Associate a Document with a Tag

To add a tag to a document, open the edit view from the My Documents page and use the [Search tag] field to locate the tag you want to attach.

Bulk Tag Systems

Documents can also be associated with the systems loaded in Promapp, such as accounting software or production workflows. To add a system tag to your documents, select [Bulk System Tag] from the cog wheel button. Choose the system to associate the documents with, then check the documents to tag. Be aware that if you change the document type or search fields at this point, any selections you have already made will be cleared.

You can check what documents have been associated by reviewing the list in the Documents column of the relevant system under [Admin>Systems].

Tags