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Lexiti - How to Tag Individual Documents

Workspace Managers can set up custom fields to tag and add metadata to documents. Once these fields have been set up, users can review and classify documents.

 

Lexiti - How to Tag Individual Documents

  1. To begin, click the Document Library.
  2. Find and open the document that you would like to classify or label.
  3. You can find the Labels panel in the sidebar.
  4. You can find labelled documents inside the Labels folder in your workspace. A new folder is automatically created for each labl. You can set up multiple labels per document.