Adding Tags To Your Vault

Tags let you organize Q&A pairs and documents so the right content surfaces at the right time. Learn how to tag individual pairs and entire documents at once.

✓ Add tags to a single Q&A pair

✓ Apply tags across an entire document in two steps

✓ Understand how tags improve retrieval

Tagging a single Q&A pair in your Vault

123

Click any numbered pin on the screenshot — or any card below — to explore that feature

1

+ Add Tag Button

Start here

Click + Add Tag below each row of Q&A pairs to select and add a tag(s).

2

Tag Dropdown

The dropdown shows your existing tag library. Tags match exactly, so consistent naming across your Vault is important.

3

Row Actions Menu

The ··· menu on each row gives access to additional options including editing the Q&A pair, archiving it and reviewing change history.

Tagging an entire document in your Vault

A

First

Open the document tag panel

Locate the document in the Vault-Documents view and click the tag icon in the Actions column. The "Apply tags" tooltip confirms the correct button.

B

Second

Apply tags and confirm

Enter or select the tags you want, then confirm. All Q&A pairs from this document update simultaneously — no need to tag them one by one.

Click the tag icon (\u25c8) in the Actions column — hover to reveal the “Apply tags” tooltip

Where to start with Tagging

1. After uploading a document, use the document tag panel (step 1 above) to bulk-tag all pairs in one go

2. For individual Q&A pairs that need more specific tags, open the pair and add them manually via pin 1

3. Add new Tag Types and Tag Values in the Firm Profile settings view

Why Tags matter

Tags enable users to filter search and answer with to only the most relevant content, such as by Strategy. Without tags, search and answer uses your entire Vault. With tags included in your query filter, along with time period and document filters, you can scope or narrow answers to improve both accuracy and the Trust Score.