Hello Erik,

When you say tag do you mean assigning a code to the item so it can be easily identified later? The way to do this to select the items that you wish to tag in the Documents tab, right click the code that you wish to assign and select 'Assign selected items to this code'. You can then pull up those items by right-clicking that same code and selecting 'List items with this code'.

Or do you mean something else when you say 'tag'.

Best regards,

Jeff