Organizing Documents Using Tags

If you work with a lot of documents, you're probably accustomed to organizing those documents on your computer in folders. Approver.com enables you to organize documents using tags. Tags have the same organizational purpose as folders, but are more powerful and flexible. This is because an Approver.com document can have as many tags as you like assigned to it. In contrast, you can typically only put a document that resides on your computer in a single folder.

Assign tags using the "Tags" section of the document page. You must be the author of a document or have edit permission on it to assign tags to it. When you assign a tag to a document, it becomes part of the document, which means that all the document's reviewers can use that tag to navigate to the documents that have that tag. To remove a tag, click on the [X] next to the tag.

You can click on a tag to view all your documents that have that tag. You can also review all your tags on your Document Tags page.