To create and assign a new tag to a document:

 

1. Go to Documents and click on a fileroom.
2. Click Columns and toggle on the Tag column.
3. In the row for a document click in the Tag column. 
4. Click Type to Create a Tag and enter the desired text to create a tag. 
5. Click the blue Create Tag text and Save to finish creating the tag.
6. After a tag is created, select it and assign it to a document and any related documents.
7. If additional tags are needed:
   1. Click the Tags column space on the row next to the desired document.
   2. Click Edit Tags.
   3. Click Add Tag and type desired text.
   4. Click Save.