Article Summary
Tags allow you to organize content and control when specific content is used in projects. While optional, tagging ensures content is only used in appropriate contexts - such as specific geographies, products, or questionnaire types. Content Managers can create hierarchical tag structures and assign team ownership for content maintenance.
Estimated Time
10-15 minutes for initial setup
Prerequisites
Content Manager or Admin permissions
Content uploaded to content library
Understanding of your organization's content categorization needs
IMPORTANT: Only Content Managers can modify tag categories. If you don't have this permission, contact your administrator.
Step-by-Step Instructions
Part 1: Managing Categories and Tags
Step 1: Access Categories & Tags
Navigate to Content Management from the main menu.
Click the Categories & Tags tab.
Review existing categories and tags.
Step 2: Add a New Category
In the Categories & Tags page, click Add Category or New Category.
Enter a descriptive category name (e.g., "Geography," "Product," "Compliance").
Click Save.
Step 3: Rename a Category
Locate the category you want to rename.
Click the Edit icon next to the category name.
Enter the new name.
Click Save.
Step 4: Delete a Category
Locate the category you want to delete.
Click the Remove Category button under the category name.
Confirm deletion when prompted.
Warning: Deleting a category removes all tags within that category from tagged content.
Part 2: Creating Tags
Step 1: Create a New Tag
Navigate to the Categories & Tags page.
Select the category where you want to create a tag.
Click Add Tag.
Enter the tag name (e.g., "North America," "Product A," "SOC 2").
Click Add Tag to confirm.
Step 2: Create Sub-Tags (Hierarchical Tags)
Sometimes a flat tag structure doesn't fit your needs. Hierarchical tags help group related tags within categories.
Example Use Case: You sell multiple products with content specific to Product A, Product B, and product-agnostic content.
Hierarchical Structure Example:
Category: Products
Tag: Product A
Sub-tag: Feature Set A
Sub-tag: Pricing A
Tag: Product B
Sub-tag: Feature Set B
Sub-tag: Pricing B
Tag: Product Agnostic
To Create Sub-Tags:
Hover over the row of an existing tag.
Click Add Sub-tag.
Enter the sub-tag name.
Click Save or Add.
Step 3: Move Tags
Locate the tag you want to move.
Drag and drop the tag to a new location within the category or under a different parent tag.
Position saves automatically.
Part 3: Tagging Content
Step 1: Access Content Management
Click Content in the left sidebar.
Navigate to the Content Management screen.
Locate the content you want to tag.
Step 2: Tag Individual Content
Tags display along the bottom row of each content card.
Click the tag button on the content card.
A list of tag categories and tags appears.
Select appropriate tags for the content by checking boxes.
Remove tags by unchecking boxes.
Click Save or Apply.
Step 3: Bulk Tag Multiple Content Items
Select multiple pieces of content using the checkboxes on the left hand side.
Click the Add Tags dropdown in the bulk actions toolbar.
Select the tag category you want to add tags from.
Choose the tags you want to add.
Click either Replace or Add:
Add: Appends chosen tags to items that don't already have them
Replace: Overwrites all tags in the selected category with your chosen tags
Bonus Tip: Remove all tags for a category by selecting no tags and clicking Replace.
💡 Tips & Best Practices
Limit categories to essential groupings (Geography, Product, Compliance, Department)
Categories affect content scope determination - too many categories complicate search
Plan category structure before creating tags
Contact support for help designing category structure
✋🏼 Common Mistakes to Avoid
Over-tagging content with unnecessary or redundant tags - reduces effectiveness
Not using hierarchical tags when structure is complex - creates flat, unwieldy lists
Forgetting to tag new content - inconsistent content organization
Not training team on tagging conventions - inconsistent application
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en