There are multiple ways to tag a profile to a document.
Using the 'Add' link on a Document page:
- Navigate to the document page
- Click "Add" to the right of the document
- Click "Edit List" at the top right corner
- Enter the name of the person you want to tag and click "Save Changes".
From the 'Actions' menu on a document page:
- Navigate to the document page
- Click "Actions" at the top right of the document
- Click "Edit Document"
- Enter the name of the person you want to tag in the "People" field and click "Save".
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.
Updated: July 20, 2023
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