How to Manage Tags

Created by Pat Crosscombe, Modified on Fri, 13 Oct, 2023 at 10:14 AM by Pat Crosscombe

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 it needed. Are there tags with spelling mistakes or have several tags been created with similar names?

Go to Documents and Click on Tag Manager 

Fixing Spelling Mistakes

a) Go to


b) Click on the tag with a spelling mistake.  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 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 to it.  

If not documents are using the tag, it can be deleted.

Updated October 2023

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