HappyScribe’s tagging system offers an efficient and flexible method for organizing, categorizing, and managing your transcription files. By creating custom tags and applying them to suit different use cases, you can improve your workflow and quickly find files based on specific needs. Make the most of this feature to enjoy a smoother, more organized transcription process!
How can I add and remove tags in the Editor?
If you still have not added any to the file, click on "Add tags" in the top-left of the Editor
Select from your existing ones from the list
If you want to create a new one, simply type the words and click on "Create"
Check the box next to the tag to add it, and uncheck to remove it from the file
If you have previously added tags and you want to add more, click on the tag in the top-left of the Editor
Select from your existing ones from the list
If you want to create a new one, simply type the words and click on "Create"
Check the box next to the tag to add it, and uncheck to remove it from the file
How can I customize or permanently delete my tags?
Once a tag has been created, you can rename it and change its color by following these steps:
If you still have not added any to the file, click on "Add tags" in the top-left of the Editor
If you have previously added tags, click on the tag in the top-left of the Editor
Click on the 3 dots "..." next to the name of the tag
Click on "Edit" to edit the name or change the tag's color
Click on "Delete" and then on "Yes, delete it" to permanently delete that tag from your account
Use cases and best practices
Here are some common use cases for tagging files in Happy Scribe:
Collaborative Reviews: Allow guests or collaborators to tag files as 'Complete' or 'Reviewed' when they have finished their review
Priority Sorting: Use tags like 'Urgent' or 'High Priority' to highlight files that require immediate attention
Content Categories: Create tags based on specific categories or topics, such as 'Marketing,' 'Legal,' or 'Interviews,' to easily organize and search for files based on content types
Workflow Stages: Assign tags like 'In Progress,' 'Pending Review,' or 'Finalized' to track the different stages of your transcription process