Overview
A file tag is a single label attached to a file in VRIFY Prepare, such as "2024 Program" or "Historical".
Use file tags to group and filter files in the Data Room sidebar, so you can find related files in large projects.
Each file has a single tag. You can add, change, or remove a tag on one file or on several files at once.
Step by Step Instructions
Edit the Tag on One File
Hover over the file and open its three-dot menu.
Select Edit tag.
In Tag, select an existing tag or type a new one.
To create a tag, type its name and select Create "[tag name]".
When you type an existing tag name, the hint shows how many files already use it.
Click Save.
Edit the Tag on Several Files
Select multiple files in the list.
On the selection bar, open the three-dot menu and select Edit tag.
In Tag, select an existing tag or type a new one.
Click Apply to [number] files.
The tag you enter replaces any existing tag on the selected files. Files that already have a different tag show a Will be replaced badge, and a warning above the buttons tells you how many tags will be replaced.
Remove a File Tag
Open Edit tag for the file, or for several selected files.
Click Remove tag.
Remove tag appears only when at least one of the files already has a tag.
Group Files by Tag
In the panel, click the Group by button next to the search bar.
Under Group by, select Tag.
Files are listed under a heading for each tag. Files without a tag appear under Untagged. The Tag option appears only when at least one file in the panel has a tag.
Filter Files by Tag
Open the file filters.
Under Tag, select one or more tags. To show files without a tag, select No tag.
When you select more than one tag, the list shows files that have any of the selected tags.
Learn More
Still Have Questions?
Reach out to your dedicated VRIFY contact or email support@vrify.com for more information.