Before you start
You need Site Admin permissions to create, edit, or delete tags
Tags are managed at the site level and can be inherited from parent sites
Step-by-step instructions
Creating a new tag
Go to Settings → Site → Tags tab
Click New Tag
Enter a Name (e.g., "Health & Safety", "Annual Review")
Choose a Color using the colour picker or enter a hex code (e.g., #FF5733)
Optionally add a Description explaining the tag's purpose
Choose whether to limit the tag:
Limit Usage OFF: Tag can be used on all supported items (documents and risk assessments)
Limit Usage ON: Select specific types (e.g., only Documents or only Risk Assessments)Click Create Tag
Editing an existing tag
Go to Settings → Site → Tags tab
Find the tag in the list
Click the pencil icon next to the tag
Update the name, colour, description, or usage limits
Click Update Tag
Note: You can only edit tags created for your site. Inherited tags (from parent sites) cannot be edited or deleted.
Deleting a tag
Go to Settings → Site → Tags tab
Find the tag in the list
Click the delete icon (trash) next to the tag
Confirm deletion in the pop-up
Warning: Deleting a tag removes it from all items where it was applied. This cannot be undone.
Applying tags to documents or risk assessments
Open the document or risk assessment you want to tag
Find the Tags section (usually in the details sidebar or form)
Click the + button next to the tags field
Search for or select one or more tags from the list
Selected tags appear as coloured badges
To remove a tag, click the X on the tag badge
Filtering by tags
Go to your Documents or Risk Assessments page
Use the Tags filter in the filter bar
Select one or more tags to show only items with those tags
Clear selections to remove the filter