Knowledge Base/Frequently Asked Questions/Documents

How do I tag a profile to a document?

Amanda
posted this on March 09, 2012 05:06 PM

Please follow the simple steps below to tag a profile to a document:

    1. Navigate to the document page
    2. Click "Add Profiles" to the right of the document
How to Tag a Document1.png

 

    1. Click "Edit List" at the top right corner
How_to_Tag_a_Document2.png

 

    1. Enter the name of the person you want to tag and click "Save Changes"

You may also upload documents directly from a profile by selecting the Media tab on that Profile page and click "Add Documents." This will automatically tag the person to the document you uploaded. 

 
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