Organize your files with tags so you can quickly filter and find what you need. Before You Start
- Any user can apply existing tags to files
- Only admins can create new tags
Create File Tags
- Go to Settings > Other > Files.
- Select the File Tags tab.
- Click + New file tag button.
From a Company, Person, or Deal Profile Page
- Open a company, deal, or person profile.
- Locate the Files tile.
- Find the file you want to tag.
- Click Add tags.
- Start typing the tag name—autocomplete options will appear based on available tags.
- Select the tag to apply it.
From the Files List View
- Go to the Files page.
- Click the cell under the Tags column for the file you want to tag.
- Search for the file and in the Tags column, select the tag you want to apply.
- Bulk apply a tag by selecting multiple records.
Need help? Contact support at customercare@pipelinecrm.com.