Document Category Tags

This article will guide you through the process of tagging documents. Tagging documents will create subcategories within the documents repository to enable you to find them more easily. 

Connectworks has a list of tags already in the system, just start to type a tag and the options will appear. Alternatively, you can also create new tags simply by typing them and selecting the new tag option. For example, a document for the Consent of Director could be given tags such as "Companies Office" (because it was imported from Companies Office) and "Consent".

Certain tags will also direct documents to appear in convenient places within the entity profile. For example, documents tagged as a minute or resolution will automatically be added to the minute book. Similarly, a document tagged as a trust deed or variation will appear on the main dashboard of the trust (as well as in the documents tab).

For your reference, a copy of our current Company Document Tags can be downloaded at the bottom of this article.

Adding Tags During Upload

The following video is about trusts but the process can also be applied to director and shareholder documents within companies. 

Historical documents can be uploaded and categorized with tags individually or in bulk (up to 10 at a time). If uploading in bulk, group like documents together so that the correct tags can be applied during upload.

1. Enter the Documents tab from the Directors or Shareholders tab.

2. Select the “I would like to” drop-down and then “Upload a document (Historical)".

3. Either drag & drop your document/s into the upload area, or search your hard-drive using browse.

4. Apply Document Tags to ensure the documents are easily searchable, and that key documents appear on the main trust workspace. 

5. Enter a description of the document if desired.

 

Adding tags to an existing document

In the relevant document repository:

1. Place a tick next to the document you would like to tag
2. Click on the cogs on the top right-hand side
3. Select edit

Screen_Shot_2019-03-01_at_11_37_59_AM.png

This will open up an edit document form, here you can edit the name of the document, add tags, description and determine the confidentiality of document. See more on confidential documents here.

Screen_Shot_2019-03-01_at_11.41.43_AM.png

 Note - Multiple tags can be added to each document

Once the document has been appropriately tagged, it will appear under that tag subcategory.
You can search for documents by selecting different tags. The tags appear from a drop-down menu under the search bar on the left-hand side of the documents tab.

Image.jpg

The tags assigned to the document also appear under the name of the document, as you can see in the above example. 

Download list of category tags