Step 1: Select Inbox
Step 2: Click Tags in the top right corner
The various columns in Tags indicate the following:
- Tag name: Refers to the name of the created Tag
- Email Tag(s): Refers to the emails that are associated with this Tag, which you can set up automated tagging based on the sender's email
- Example: All documents sent by claims@file.ai will be associated with "Claims" tag
- Keyword Tag(s): Refers to the unique keyword identifiers that are found on your document, which you can set up automated tagging based on these keywords
- Example: All documents with the keyword "POS Sales" will be associated with "Sales" tag
- Do note that this is ONLY recommended for digital documents only
Advanced Settings
- Search id: Refers to keyword search for organisations that are using API to import and export documents
- Color: Refers to the colour assigned for your Tag
- Generate PO: Refers to a fileAI formatted PO will be automatically generated for each file with this tag