Allowing Administrators to Add Tags When Uploading or Editing Documents

We have introduced a tagging feature across various modules to improve document organisation and make it easier for users to locate documents within the Record Management System (RMS). 

Administrators can now add, edit, or delete tags when uploading or editing documents. These tags act as keywords, allowing users to search and filter documents quickly and efficiently. 

Administrators will see a new “Tag” field when uploading or editing documents in the Users, User Groups, Meetings & Events, and Approvals modules.

Below is a comparison of the previous and current designs for your reference. 

1. Users profile

Previous Design  - Administrators could not add tags when adding any additional documents to a user's profile.
Current Design - A “Tag” field is now visible when Administrators upload or edit documents to a user's profile.

2. User Groups

Previous Design  - Administrators could not add tags when adding any documents to a user group.
Current Design - A “Tag” field is now visible when Administrators upload or edit user group documents.

3. Meetings & Events

Previous Design  - Administrators could not add tags for the meeting agenda documents, additional documents, and minutes.
Current Design - A “Tag” field is now visible when Administrators upload or edit meeting agenda documents, additional documents, and minutes.

4. For Approvals - main and supporting documents

Previous Design  - Administrators could not add tags for both approval and supporting documents.
Current Design -A “Tag” field is now visible when Administrators upload or edit both approval and supporting documents.

If you face any issues in completing the steps shown in this tutorial, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.   

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).