HomeGuides::Worldox GX4 CloudTagsIntroduction to Tags

23.1. Introduction to Tags

Worldox Tags provide you with an additional field in which to utilize when saving and searching for documents.   Tags can assist you in cross referencing items.  An example that may be useful is if you are filing an article to a reference cabinet that crosses multiple topics.  For example, an article may be mainly about "Tax", but also includes useful information for "Estate Planning".

In this case you can apply multiple tags to the same document and search against those tags (e.g. show me all articles that have been tagged as "Tax".

You may also utilize tags for workflow aspects like "Pending Signature" and other items.

 


This page was: Helpful | Not Helpful

© 2012 Trumpet, Inc., All Rights Reserved