This feature is available in the Client Connect module.
Using tags for documents, you can quickly filter to see the files you want. You can apply the filters in two places: The File Library and when creating Document Folders.
Filtering Files in File Library
- From your File Library, click on +Show Filters.
- Then click on the left box and a list of filters should show up. Click on Tags.
- From here you can select the tags that you have created for your File Library. For this example we will click on "Finance".
- Only the files with the associated tag will be shown in your File Library once you have selected it. If you require additional search parameters you can press the + button to bring advanced functionality.
Filtering Files When Creating a Document Folder
When creating a document folder, you can filter files by tags. Using the Tags dropdown, choose the selected tag you want to filter by. Only the files with the selected tags will display afterwards.