How do I tag documents?

  1. Sign in to FormsBoard.
  2. Click on your Document Type.
  3. Click on the DocID link of the document you want to tag.
  4. In the right-hand pane, find the Tags section and select the taxonomy you created.
    1. If the document type has a required category, make sure to select at least one subcategory underneath it.
    2. If the document type has an exclusive category, make sure to only select one from its subcategories.
  1. Click Save and Close.