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Manage document tags

Use the tags editor to add, review and remove keyword tags that help organise and search for your documents.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the tags editor​

Locate the Tags section on the document screen; the tags editor appears as a bordered field showing any existing tags and an input box.

Open the tags editor

Step 2: Add a new tag​

Click into the tags input, type a keyword, then press Enter or click elsewhere on the page; the new tag appears as a pill next to any existing tags.

Add a new tag

Step 3: Add multiple tags​

Repeat typing additional keywords and pressing Enter; each valid, unique value is added as a separate tag pill.

Add multiple tags

Step 4: Remove the last tag using Backspace​

With the cursor in an empty tags input, press Backspace to remove the rightmost tag from the list.

Remove the last tag using Backspace

Step 5: Remove a specific tag​

To delete an individual tag, click the small X icon on that tag pill; it is removed immediately from the list.

Remove a specific tag

Step 6: Finish editing tags​

Click outside the tags editor to confirm any text currently in the input as a new tag, ensuring all changes are saved to the document.

Finish editing tags

Last updated: 2026-07-07