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How to use tags to find and sort documents

This article has moved. Tags for documents are now covered in How to Use Tags to Find a Record.

Written by Salim Dharssi

This article has moved.

Tagging works the same way for documents as it does for projects, activities and invoices, so this content is now part of one combined article.

Please see How to Use Tags to Find a Record for how to create tags, add them to your documents and other records, and use the Tag filter to find them again.

To learn what tags are and what each tag group is for, see What is Tags Feature.

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