Custom Tags and Team Attributes

Label your documents with tags and attributes so that you and collaborators can easily search for them. While users create custom tags for personal organization, team admins set attributes at an account level to organize their team’s data centrally. Learn all about the abundant benefits of tags and attributes below.

Everyone can create custom tags, but configuring account-wide attributes with predefined inputs is only available to enterprise accounts. To upgrade, please contact our sales team.

Follow the steps below to learn how to label a document with a custom tag or attribute. You will only have access to attributes if you are a user on an enterprise account.
  1. Hover over a document in the document page and click ellipses.png > manage attributes. A modal called “Document Attributes” will pop up.

    tile_view_manage_attributes.png
  2. In the text box below “Custom Tags,” type in the tag(s) that you would like to associate with your document. Press “enter” in between entries.

    add_custom_tags.png

  3. For enterprise users only: Fill out the attribute fields in the modal that were defined by your team admin. This could involve manually inputting text or a link, or selecting an option from a dropdown.
  4. When you are done filling out the modal, click "Save." The custom tags and attributes will now be associated with the document.
If you are a team admin on an enterprise account, you can configure custom attributes that team members can use to label and search for documents. To configure a new attribute, follow these steps:
  1. Navigate to your admin panel by clicking "Team" in the top bar of your document page.
  2. Click on the "Document Management" tile.

    Screen_Shot_2018-08-29_at_9.51.38_AM.png

  3. Click “Add Attribute.” A modal titled “Attribute Settings” will pop up.

    add_attribute_-_admins.png

  4. Name your attribute and select an input type. If your input type is a dropdown or numerical range, see the sections below for information on how to set up that attribute.

    admins_-_set_attribute_type.png

  5. When you are finished setting up your attribute, click “Save.”
If you want team members to select a value or values from a pre-defined list of options, you can use the dropdown input type.

dropdown_user_view.png

To configure an attribute with a dropdown (single select or multi select) input type, follow these steps:
  1. Select “Dropdown (Single Select)” or “Dropdown (Multi Select) from the input type dropdown.

    select_dropdown_input_type.png

  2. Click “Add another value” and fill out the corresponding text box.

    add_a_value.png

  3. Repeat step 2 for the rest of the values you would like to add.
  4. Reorder your values by dragging handlebars.png to the left of the text boxes. Delete a value or make a value default by hovering over its text box, clicking ellipses.png, then selecting the corresponding option.

    delete_or_make_default.png

  5. When you have finished creating your list of values, click “Save.”
  If you want users to select values from a hierarchy of dropdowns, with each selection being dependent on the previous one (eg. Country > State > City), you can use the hierarchical dropdown input type.

To create an attribute with a hierarchical dropdown input type, follow these steps:
  1. Create a CSV of hierarchical values acccording to these guidelines:
    • Each column represents an attribute.
    • The first cell of each column contains the attribute name.
    • All other cells in the column contain attribute values.
    • The leftmost column is the parent attribute that the column to the right of it is dependent on. That column is parent to the column on its right, and so on.

      hierarchy_data_set_example.png

  2. Select “Dropdown (Hierarchy) from the input type dropdown.

    input_type_dropdown_-_hierarchy.png

  3. Click “Import” and select your CSV of hierarchical values.
  4. Click "Save."
If you want team members to associate a number with their document that is within a predefined range, such as a level between 1 and 10, you can use the numerical range input type. When applying the attribute, users will be able to change the value in increments of 1 by toggling the spinner arrows or entering a number manually.

num_spinner.png

To configure an attribute with a numerical range input type, follow these steps:
  1. Select “Numerical Range” from the input type dropdown.

    numerical_range_selection_from_dropdown.png

  2. Input numerical values to the “Minimum Value” and “Maximum Value” text boxes.

    set_min_and_max_values.png

  3. Click “Save.”


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