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.
- Hover over a document in the document page and click > manage attributes. A modal called “Document Attributes” will pop up.
- 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.
- 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.
- When you are done filling out the modal, click "Save." The custom tags and attributes will now be associated with the document.
- Navigate to your admin panel by clicking "Team" in the top bar of your document page.
- Click on the "Document Management" tile.
- Click “Add Attribute.” A modal titled “Attribute Settings” will pop up.
- 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.
- When you are finished setting up your attribute, click “Save.”
To configure an attribute with a dropdown (single select or multi select) input type, follow these steps:
- Select “Dropdown (Single Select)” or “Dropdown (Multi Select) from the input type dropdown.
- Click “Add another value” and fill out the corresponding text box.
- Repeat step 2 for the rest of the values you would like to add.
- Reorder your values by dragging to the left of the text boxes. Delete a value or make a value default by hovering over its text box, clicking , then selecting the corresponding option.
- When you have finished creating your list of values, click “Save.”
To create an attribute with a hierarchical dropdown input type, follow these steps:
- 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.
To configure an attribute with a numerical range input type, follow these steps:
- Select “Numerical Range” from the input type dropdown.
- Input numerical values to the “Minimum Value” and “Maximum Value” text boxes.
- Click “Save.”