Tags
Tags let you link records by meaning, regardless of where they physically sit in the folder hierarchy.
Assigning Tags to a Record
- Open the record for editing.
- Start typing a tag name in the “Tags” field.
- Pick an existing tag from the pop-up list, or press
Enterto create a new one. - A single record can have several tags (for example:
finance,critical,2fa,subscription). - Click “Save”.
Filtering by Tag
- In the left navigation pane, expand the “Tags” section.
- Click the tag you are interested in.
- The center list instantly shows all records marked with that tag.