By: Liz Hobbs
The more documents you have the more disorganized your files can become. The simple solution to find your PandaDoc documents quickly is to use tags. Regardless of what plan you are on the tagging function is included.
Tags are simply keywords related to your documents. You can use them for groups of docs or categorize your files by criteria you determine. Tags take organization a step further then folders.
While a document can only be stored in one folder it can have as many tags as you want. For instance, you might want to identify documents that involve your legal team but they are spread out amongst different folders. The solution is to add a tag named “legal.”
85% of our users use 5 tags or less, while 15% of customers use 6 or more tags. However, there is no limit to the number of tags you place on a document.
If at some point you discover you went a little “tag crazy,” removing a tag is even easier than adding one.
In order to keep tagging consistent throughout your organization, we suggest developing a standard naming convention for your tag system from the very beginning and keeping tags to two words or less. Make sure everyone who has access to PandaDoc in your organization is aware of the tag system you’ve developed because the tags will be available to any teammate in your workspace.
Here are some key takeaways to best use the PandaDoc tagging feature:
- Develop a tag system the team understands
- Keep it consistent
- Use no more than two words per tag
Check out our Unleashed Article on Tags and Document Management here.
How have you used PandaDoc’s tagging feature? What are some tips you would add to the three above?
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