Now that Search is more comprehensive, it is easier than ever to search for and find the documents you are looking for. Tags or keywords can be added to individual documents; these tags and keywords are now searchable!
To add a Tag or a Keyword to a document, open the Properties tab, then the General tab, and look for the “Tags” box. Remember: Tags and Keywords should be fairly unique. If every document is tagged “New Account” then searching “New Account” won’t help you find what you’re looking for!
ProTip: This also means that if a particular document has a “common” name, if you add that as a tag, your users will be able to find it.
“At our organization, we have a form that everyone calls “The Blue Form.” It isn’t actually blue, hasn’t been in years, but it’s an old nickname for a document that, back in the days of dot-matrix printers and carbon copies, was actually blue at one point. By tagging the document with ‘Blue Form’ it’s just another way our front line can find what they need.”
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