Using tags, you can “poke around” and
browse through your documents, easily adding and removing search criteria. You might
do this while searching diligently for a specific document or just taking a walk
down memory lane. To do this, all you need is an understanding of how the tags work.
The Documents tab provides search controls above the documents area and tags controls
in the lower-left corner.
Here, we are browsing to find the serial numbers for a software update. We clicked Adobe and Receipts in the Tags area, then added the word “serial” to the search criteria. Tip: You can further refine a search by selecting a specific cabinet to search within, entering search text, and/or specifying a relevant date. For example, say you’re looking for a receipt for a specific cashmere sweater that you remember buying in the fall. You might select the Financial cabinet, the Receipts and Clothing tags, the words “cashmere AND sweater,” and the relevant date of October 2013. |