Document tags are labels that help you quickly identify, organise and find documents. There’s no set list - you can create whatever tags work best for you and your practice.
The best way to use tags is by adding them to your document templates. This way, every new document created from that template will already be tagged.
You can add any tags that make documents easier for you and your team to manage. For example:
Note
Letter
Script
Header
1. Open the document or template
2. Click on Add tag on the top right of the screen
3. Search for an existing tag or create a new one
If the tag exists, select it from the list
If it’s new, type the name and press Enter to create it
4. Choose an icon and colour for your tag, then click Create
The tag will be saved to your business’s tag list and added to the document or template
You can use multiple tags for your documents too, such as in a multidisciplinary practice, doubling up with the discipline e.g. Note - Biokineticist, Note - Physiotherapist