Organize your documents and make it easier to find what you're looking for.
Like Assets, Documents can be tagged for organization purposes and to associate a document with several sources. Documents are usually tagged with their Asset Class and function; for example Venture Capital + Capital Call.
Tags are also generated with the folder names of respective files when you upload zipped folder. This is helpful for generating a spread of relevant tags. Eg. Asset Name > Distribution Statements > December > XYZ-dec-distribution.pdf would automatically have "Asset Name, Distribution Statements, and December" as tags.
- Document Tags - Access the document Tags tab from the Documents tab on the main menu navigation
- List of Tags - These are the list of tags for the given Family office. Click on each tag to find the documents associated with each.
Creating Document Tags
In order to create Document Tags go to the Document that we want to tag and click the 'Manage Tags' link.
Here we can both add a tag for this document or we can tag this document with an existing tag:
You can also add tags to documents at the root documents view, by selecting the documents you want to tag, then clicking "Edit Selected" and "Tag Selected."
