If your tag library has become disorganized, don’t worry—it can be easily fixed.
First, remember that every document must have at least one tag, so you can't delete all the tags and start from scratch.
Begin by reviewing your tag library, but do not make changes directly in your portal yet.
Look for tags with similar or redundant names, such as "Bylaw" and "Bylaws."
Identify and refine the list of tags your organization actually needs.
Once your revised tag list is ready, it's time to reorganize within your portal. Only Board Admins can manage tags.
Navigate to Documents, click the down arrow next to the Upload button, and select "Document and Tag Manager."
(If you don't see the down arrow, you likely do not have Board Admin privileges.)
First, use the Merge feature.
Click "Merge" to open the merge pop-up. Click on a tag and drag tags from the left side to the right side or click on the arrows to move left or right.
Add a name for the merged tag, and click "Merge." Your documents will automatically update to reflect these changes
Continue merging tags until your tag library is streamlined.
After merging, go to "Edit Tags and Documents." Here you can rename tags as necessary to finalize your updated tag library.
Revised July 2025
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