Organize documents with folders and tags
File records into folders and add tags to make them easier to find.
2 min read
Create a folder or add tags
- On Documents, choose New folder, enter a name, and choose Create folder.
- Select one or more records and use the bulk action bar to move them into a folder.
- To tag one record, open it and enter labels in Document tags. Choose Save tags.
- Use the folder or tag filters on Documents to find the group later.