Tags are a great way to assign associations to documents for easy retrieval later. Your LedgerDocs company comes pre-populated with list of commonly used tags in the accounting and bookkeeping world. You can also add your own customized tags for each of your companies. Multiple tags can be added to each document.

 

Custom tags can be added from the Company Overview > Tags tab.

 

To add tags onto your document, simply open the “Document Viewer” by clicking on the image. You will be able to add tags on the right side of the viewer by either typing or choosing from the drop-down menu.

 

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