Document Tags can improve your ability to sort, filter, and classify your Documents. You can configure Tags during your initial mattero setup, or at a later time as needed.

Tags already in place (such as in Documents from a government entity) will remain when imported to mattero, as assigned Tags are saved to the Document itself and remain throughout its lifecycle.

Please note, for users from prior mattero versions, Document Tags have replaced Document Categories; any Document Categories have been converted to Document Tags. It is recommended you review your Document Tags to ensure they are still relevant to your organisation.

Creating Document Tags

To create a Document Tag:

1. On the sidebar, select System ().
2. Under Documents, select Document Tags.

3. Select Create New Document Tag.

4. Enter a Name; the Name must start with a letter or number, and can only contain alphanumeric characters, spaces, and hyphens.
   
   
5. Select one or more Practice Areas from the dropdown menu as needed; if no Practice Areas are selected, the Document Tag will apply to all Practice Areas.
   
   
6. Select OK to create the Document Tag.

Editing and Deleting Document Tags

Existing Document Tags can be edited or deleted at any time.

However, if a Document Tag is currently in use, it cannot be deleted until it has been removed from all Documents with this Tag.

To edit or delete an existing Document Tag:

1. In the Actions menu for a Document Tag, select Edit Details or Delete.

2. If Edit Details is selected, edit the Name as needed; the Name must start with a letter or number, and can only contain alphanumeric characters, spaces, and hyphens.
   
   
3. Select or deselect one or more Practice Areas from the dropdown menu as needed; if no Practice Areas are selected, the Document Tag will apply to all Practice Areas.
   
   
4. When all edits are made, select OK to save your changes.

Keywords

Folders, Folio, Organise, Organisation, Filing, Organise Files