Open All files, or the collection that contains the file.
Last updated on
Aug 24, 2026
Tag a file to flag it for review and make it easier to filter within a collection.
Tagging applies a simple on/off state to a file. Use it when you want to create a temporary review set without changing the collection or creating an attribute. Other users who can access the collection can see and filter by your tags, but only the file owner can apply or remove them.
Before you begin
Make sure:
- You can access the collection that contains the file.
- You own the file. Only the file owner can tag or untag it.
- Users with shared access can view tags and filter by them, but cannot apply or remove tags.
Tag a file
Locate the file using Search, File name, or Document title.
Select the Tag Document icon for the file.
As long as the file is tagged, a persistent tag remains visible on the file.
What happens after you tag a file
- The Tag Document icon changes appearance to indicate that the file is tagged.
- The tag becomes available as a filter value.
- You can filter the collection to show tagged or untagged files.
- The tag remains applied until you remove it.
When to tag a file
Use a tag when you want to:
- Mark a file for follow-up during review.
- Narrow a collection to a subset of relevant files.
- Refine a review set by tagging, filtering, and untagging files as you work.
