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How do I tag a file?

Maria Herrell
Updated 10 months ago

File tagging in Pipeline gives users the ability to organize their files with tags in the File tab. Exactly like People Tags, users can use them to create custom lists and bring organization to their file assets.

To apply a tag from a company, deal, or person profile page, simply click within the cell under Tags for the file you wish to apply a tag to and enter in the name of the tag you wish to apply. Autocomplete options will show for you based on the tags your admin has set up.

You can also add tags from the Files list view page in a similar manner by clicking on the appropriate cell under the Tags column and entering the tag you wish to apply. If you're an admin who needs to learn how to add, manage, and remove tags, you can learn more here.

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