You can use tags and attributes to add keywords to your files and folders.

  • A tag is a word or phrase that describes a file or folder. For example, an insurance company might identify documents with tags like “House Insurance”, “Vehicle Insurance”, and “Life Insurance”.

  • An attribute also provides information about a file or folder, and consists of a name and a value. For example, in the attribute “Language = English”, the attribute name is “Language” and the attribute value is “English”. You would typically use attributes when you want to organize your files and folders into categories. For example, a property management company could use a “Lease Type” attribute to organize their lease documents. Commercial property documents would be assigned a “Lease Type = Commercial” attribute, while residential property documents would be assigned a “Lease Type = Residential” attribute.


Once you’ve added tags and attributes to your files and folders, you can use them to:

  • Search for related files and folders. You can search for files and folders with the same tag, attribute name, or attribute value.

  • Include files and folders in a report based on a tag or attribute.

  • Trigger events. For example, you can create an event to update the status of files and folders that have a specific tag or attribute.

  • Dynamically change a workflow. For example, you can change the workflow path or trigger an action based on a tag or attribute.