How do I tag a profile to a document?

There are multiple ways to tag a profile to a document. 

Using the 'Add' link on a Document page:

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

 

  1. Click "Edit List" at the top right corner
2 Tag a Document.png
  1. Enter the name of the person you want to tag and click "Save Changes".

From the 'Actions' menu on a document page:

  1. Navigate to the document page
  2. Click "Actions" at the top right of the document
  3. Click "Edit Document"
    A Tag a document.png

  4. Enter the name of the person you want to tag in the "People" field and click "Save".
    B Tag a document.png

 


From the Profile page:
You may 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. 
media_tab_add_doc.png

 

Updated: July 20, 2023

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