Articles on: OneHash CRM | Using OneHash CRM

Using Tags


Using Tags is an easy way to classify different kinds of documents in their respective categories.

You can add any tag to a Doctype just like Assignments and Comments.

While going through a document list, you may filter the same by using tags. At a glance, you will be able to see the number of documents tagged to each classification.

Find all tagged documents

Once you've tagged a couple of documents with a specific tag, you can find all the tagged documents by searching for "#tagname" in the global search bar on the top.

For example, consider you've tagged some documents with the tag "project 19". Simply type "#project 19" in the global search bar without quotes and select #project 19 from the results.

Tags in Reports

All the tags that get created in your OneHash account can also be searched when fetching a report. These tags can also be searched as a filter in the report.

Updated on: 26/03/2023

Was this article helpful?

Share your feedback


Thank you!