Article

Can I customize columns in the Documents tab?

Body



Columns can't be modified, only hidden. The Tags column, visible to Project Admins, is customizable. 

Tags are only available for documents.

 

To create a tag:

  1. Click in a cell for a document in the Tags column.
  2. Click Create Tag.
  3. Type a tag name.
  4. Optionally select a color for the tag from the color picker.
  5. Optionally click Add Additional Tag to add more that one Tag at a time. Click the x to the right of a tag to remove it. 
  6. Click Create.

 


 To assign a tag:

  1. Click in a cell for a document in the Tags column.
  2. Select Tags by ticking a checkbox.

 

 

To filter your Index by tags:

  1. Click the funnel icon at the top of the Tags column.
  2. Select Tags.

 

Title
Can I customize columns in the Documents tab?
URL Name
Can-I-customise-columns-in-the-Diligence-Documents-tab

Summary

This article states columns can't be changed, but point to a column that has changeable labels called tags. It states how hot create and use Tags.

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