> ## Documentation Index
> Fetch the complete documentation index at: https://docs.holace.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Tagging

> Free-form tags on documents, autocomplete from existing tags, and tag-based filtering.

Tags are free-form labels you can attach to any document in a journey. They're a complement to [folders](/admin-cross-cutting/documents/folders) — folders give you the *what kind of document* axis, tags give you any other axis you want to slice on (provider, body part, case theme, urgency, exhibit number).

Tagging launched in **WEB-115** and is the recommended way to handle anything you'd previously have done with sub-folders or naming conventions in a Dropbox setup.

\[Screenshot: Document preview modal with the tag chip section visible, showing several tags and an input for adding more]

## Adding a tag

1. Click any document to open the [Preview Modal](/admin-cross-cutting/documents/preview-modal).
2. In the **Tags** section at the top of the modal, click into the input field.
3. Start typing a tag name.
4. **Autocomplete** suggests matching tags already used elsewhere on this journey.
5. Click a suggestion or press Enter to add a brand-new tag.

Tags appear as chips next to the document. Click the **×** on any chip to remove it.

## Tag autocomplete

The autocomplete is journey-scoped — it suggests tags that already exist somewhere on this journey's documents. This nudges your team toward consistent tag vocabulary inside a case (everyone uses `imaging` rather than half the team using `imaging` and half using `xray`).

If you start a tag that has no match, autocomplete shows nothing and Enter creates a new tag for the journey.

## Filtering by tag

The Documents tab has a **tag filter bar** above the folder list. Click any tag to scope the view to documents carrying that tag — across all folders. Click again to clear.

Useful patterns:

* Tag every document related to a specific provider with the provider's last name (`smith-md`). Filter to see everything Dr. Smith touched.
* Tag exhibits with `exhibit-3`, `exhibit-12`, etc., for trial prep.
* Tag urgent items with `urgent` to make a fast triage list.
* Tag everything tied to a specific theory of liability (`spoliation`, `negligence-per-se`) for brief-writing.

## Folder override tags

A special tag form, `folder:N` (where N is 0–10), explicitly forces a document into a specific folder regardless of its document type. Use this when the auto-assignment lands somewhere you don't want — for example, an "OTHER"-type document that's actually a court filing should be tagged `folder:8` to land in Litigation.

You'll rarely need this. It's there for the rare edge case where the type taxonomy doesn't fit.

## Bulk tag edits

Select multiple documents in the document list (shift-click to multi-select), then click **Tag selection**. The tags you add are applied to every selected document in one action. The tags you remove are removed from every selected document. Bulk-untag works the same way.

## What tags don't do

* Tags don't move documents between folders. Folders come from document type (or `folder:N` override), not tags.
* Tags don't sync with case-level tags or contact-level tags. Document tags are scoped to documents.
* Tags aren't shared across journeys. A tag on one journey doesn't autocomplete on a different journey.

<Note>
  This was rolled out in WEB-115 and replaces older sub-folder workflows for cross-cutting organization.
  If you're moving from a Dropbox-style nested folder setup, lean on tags for any axis other than "type of document."
</Note>