How to Manage Tags
Super Admins and Board Admins can edit or merge tags. Once or twice a year it's worth reviewing your tags — look for spelling mistakes, redundant names, or tags that could be combined.
Go to Documents. Click the chevron (the arrowhead beside the Upload button), then choose Tag Manager from the dropdown.
In Tag Manager, go to the Edit Tag tab.
Click on the tag you want to rename. A text box opens with the current tag name.
Click into the text box, make your edit, then click the checkmark to save. The updated tag name is applied to all documents that use it.
Use merging to combine similar or duplicate tags into one. Any number of tags can be merged at once.
Click on the Merge Tags tab.
Drag the tags you want to merge from the left column to the right. Then enter a new tag name. The selected tags are merged and all affected documents are updated automatically.
Tags cannot be deleted if they are attached to any documents.
Click on a tag to see how many documents are using it. In the example above, the Finance tag has been added to one document — it cannot be removed until another tag (not a meeting date tag) has been added to that document in its place.