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Document Hub - Create tags in Document Hub

Updated over a month ago

If you are migrating documents from Document Manager to Document Hub, Tags will automatically be created based on the folder name the document was exported from. E.g. If there is a 2022 folder with a Tax Documents sub-folder in Document Manager, when migrating the documents, the system will automatically create these as tags.


Create new tags directly in Document Hub

  1. Log in to Document Hub as the Admin user.

  2. Select Options, then click the Edit pencil icon against CompanyDocumentTags.

    Create tags in Document Hub
  3. Click the plus icon to add a new tag, next to Tag List.

    Maintain document tags
  4. Type in the tag Name, Save.

  5. This tag will now be available to select against the documents.

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