In FileThis, tags help indicate the contents of documents. You
can have an unlimited number of tags, assign multiple tags to any given document,
and search based on tags. In the physical world, you might think of tags as the
folders within a filing cabinet—that is, if
a hard-copy document could exist in more than one folder at a time. Tags are
the second-level of organization after cabinets. For example, you might place a
receipt for a new faucet in your Home cabinet, and then apply tags such as Receipts
and Home Repair.Automatic Tagging
When you upload a document, FileThis
automatically applies relevant tags from its extensive tags library. This makes
it easy to find the document you want, when you want it. Automatic tagging works
especially well with predictable, repetitive documents such as bank statements,
insurance policies, utility bills, and the like. A few notes about automatic tagging:
- Untagged
cabinet: FileThis may not be able to determine
the content of documents that have imprecise file names and no text; you will
need to tag those documents yourself.
- Viewing
tags: It may take a few moments for FileThis
to determine the content of a document and tag it. To see the results, you
will need to refresh FileThis by performing some type of action (change cabinets,
perform a search, change views). Then, click the Recently Added cabinet and
select a document to see which tags are applied to it.
Creating Tags
To create a tag:
1. Click the Edit button in the Tags area;
a field displays at the bottom of the Tags area.
2. Enter a name for the tag in the field
and press Return/Enter or click New. The field remains active so you can create
additional tags.
3. When you’re finished creating tags, click
the Edit button again to exit the edit mode.
Applying Tags
You can apply multiple tags to a single
document, and you can select multiple documents to apply the same tag in one step.
To apply tags to documents:
1. Use the search tools to display the documents
you want to apply tags to.
2. Select the documents. (Click to select
one document, Shift+click to select a range of documents, and Command/Control+click
to select discontiguous documents.)
3. Drag the documents to a tag name; release
the mouse button when the green plus sign displays. The box next to the tag
name is checked.
Tip: You can also simply click the box next
to the tag name to apply it to the selected documents.
When you select documents, the box next
to each tag name shows whether the selected documents have that tag applied as follows:
- A blank box indicates
that none of the selected documents have that tag.
- A checked box
indicates that all the selected documents have that tag.
- A hyphen in a
box indicates that one or more of the selected documents have that tag.
Tip: The number next to the tag name shows
how many documents that meet the current search criteria have that tag applied.
To
assign all the selected documents to a cabinet, click the box until a checkmark
displays. To remove all the selected documents from a cabinet, click the box until
it is blank.
Editing Tag Names
To edit a tag name, click the Edit button
in the Tags area. Click in the field containing the tag name, type a new name, and
press Return/Enter. Click the Edit button again to exit the edit mode. The tag remains
applied to the same documents.
Deleting Tags
To delete a tag, click the Edit button.
Click the red button next to the cabinet name, then click OK to confirm the deletion.
Click the Edit button again to exit the edit mode. The documents remain in FileThis
and other tags may be assigned to them. If not, you can always view the documents
by clicking the Untagged cabinet.
Tip: Alt-click/Option-click
the minus sign to skip the confirmation dialog box.