Note: Tags are only available on the Closer plan.
When uploading new documents or editing existing ones, you can add multiple tags. Tags help you and your team organise documents and find them for later use:
Tags could be anything from the type of document:
CaseStudy, Proposal, Presentation…
To the documents intended target audience:
B2B, SaaS, Enterprise, SMB, AccountExec, VP…
To purpose of the document:
Sales, Marketing, HR…
Once tag has been added to a document you can use that tag to filter your documents later to help you find the right content for the right use case.
To search for tags, put a ‘#’ before your search: