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Adding tags to templates is useful as it allows you to filter templates and documents by their template tag, making it is easier to find what I am looking for.
Tagging criteria:
- Tags can be added to both new and existing templates
- Admins can add one or more tags to templates
- Admins can add any tag they want
- Tags are case insensitive
- Tags apply to templates and the documents created with them
Adding tags to new templates
To add tags on new templates, click on the Tags tab to add tags to the template you are currently creating:
Adding tags to existing templates
To manage or adds tags to existing templates, follow these steps:
- Navigate to Produce, and select the Templates tab at the very top of the page
- Find and click on the template that you want to add/manage tags on
- In the right hand sidebar, click on the three dots in the top right corner right next to New document
- In the drop-down box, select Settings, and a new window will open
- In this new window, click on the tab called Tags
- From here, you can add new tags or manage existing ones
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