Note Tags can be used to code your annotations to specific issues or themes and you can apply multiple tags to a single annotation if you wish.

Note Tags can be created by selecting Manage Tags from the Documents tab, or by clicking on the pen icon in the annotation box when making a note.

Within the Manage Tags dialogue box first choose if you want to make a Shared Tag, or a Personal Note Tag. Shared tags will be available for your whole team to use and personal tags will only be available for your own use. Once you have made your selection, click on Add to the bottom left and the New Tag dialogue box will appear.

From here you can give your tag a Name, choose if it should Nest under any pre-existing tags, choose a colour by clicking on the yellow pipette icon, and lastly use the tick-boxes to make the tag applicable to notes. 

Shared Tags will always be viewable in the annotation box where you can simply click on the icons to apply them to the note. If you wish to assign a private note tag to an annotation you will need to click on the 'Tags' pen icon first and then select the tag from the Personal Note Tags tab. 

Click here to see an overview video.