Using Tags to Find Templates
Tags help you quickly locate and organize templates by category, such as trade, type, phase, or purpose, etc.
Who Can Use Tags to Filter Templates?
- All users—Admin, Manager, and Basic User—can filter templates using tags.
- Only Admin and Manager roles can create, assign, or edit tags.
Where to Find Tags
- Tags appear in the Tags column on the Templates page.
- You can use them to filter and group related templates efficiently.
How to Filter Templates Using Tags
- Go to Library → Templates on the left menu.
- Click the Filter icon or dropdown near the top of the page.
- Select one or more tags from the list.
- The template list will update to show only templates with the selected tags.
You can combine tag filters with other filters (like trade or document type) to narrow down results.
Best Practices
- Use consistent tags across your team (e.g., “Electrical,” “General Notes,” “Submittals”).
- Keep tag names simple and meaningful.
- Assign multiple tags to templates when they belong to more than one category.
For help with assigning or creating tags, see How to Assign Templates and How to Add Template Tags.
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