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.
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