Tags are used in Trust Center and Questionnaire Automation to tailor various workflows and help organize and manage your knowledge base effectively.
Using Tags to Organize your Knowledge Base
Ensure your tags have been created.
Open the Knowledge base page.
Select either the Resources tab or Answer library.
Select the item you would like to edit.
From the edit modal, each tag category is listed. You can add the appropriate tags to the open field.
Click Save.
Alternatively, you can select multiple resources or answer library items and bulk add or remove tags.
Filtering by Tags
You can select the category you want to filter by from the Resources or Answer library tab.
Choose the tag you would like to filter by.