Tagging files

This article will guide you through the process of using the tagging system, helping you streamline your workflow and manage your files.

Maria Z avatar
Written by Maria Z
Updated over a week ago

The tagging system in Happy Scribe provides a convenient and powerful way to organize, categorize, and manage your transcription files. By adding custom tags and utilizing the various use cases, you can enhance your workflow efficiency and easily locate files based on specific criteria. Take advantage of this powerful feature and enjoy a more streamlined transcription experience.

Adding tags

To create a new tag from the Dashboard, follow these simple steps:

  • Log in to your Happy Scribe account.

  • If you hover your mouse over the 'tags' column, an 'add tags' prompt will appear.

  • Click 'add tags', type the name of your tag, and hit the Enter button.

๐Ÿ’ก You can tag both files and folders, as well as add multiple tags to each of them.

Customizing tags

Once a tag has been created, you can rename it and change its color by following these steps:

  • From your Dashboard, click on the tag.

  • Click on the 3 dots next to the name of the tag

  • Click 'Edit'

  • Edit the name or change the tag's colour

Here's a visual GIF to help you

Filtering and searching files by tags

  • From the dashboard, click on the filter symbol

  • Select the tags you want to filter

  • The files with the selected tags will appear in the list

Here's a visual GIF to help you

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.

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