Super Admins and Board Admins can edit or merge tags.  

This tutorial covers managing tags.  

Once or twice a year, it is a good idea to look over the tags and see if fine-tuning is needed. Do some tags need different names? Are there tags with spelling mistakes? Did you find tags that have similar names?

Go to Documents 

Click on the chevron (arrowhead beside upload), then click on Tag Manager from the drop-down menu.

Renaming Tags

a) Go to

b) Click on the tag to edit the tag's name. A text box opens.

c) Click into the text box, fix the error and check the checkmark. The edited tag name is updated on all the documents with that tag.   

Merging tags

a) Click on

b) Drag tags to merge from left to right.  Any number of tags can be merged. 

Add a new tag name. The tags are merged and documents are updated with the new tag name.

Deleting Tags

Tags cannot be deleted if the tag has been attached to any documents. 

In the Edit Tag section

(click on the image to enlarge)

Click on a tag to see if any documents are using that tag. In this example, Finance has been added to one document. 

The finance tag can't be removed from the document until another tag - not a meeting date tag - has been added.  

If documents do not use the tag, they can be deleted.

Updated January 2025