SECURE THE BEST DEALS
TO THE OFFERS
SECURE THE BEST DEALS
TO THE OFFERS
Features & Functions

Tags briefly explained

May 8, 2018
3
min


When you manage your documents digitally, you naturally want to keep track of them and sort them. This is where tags come into play. Tags are the folders, post its, tabs or tabs of the digital world, only much more powerful.

How was it done in the past with the order in the Leitz folder? - Exactly, all insurance documents are filed under the "Insurance" tab, the bank statements under "Finance" and the craftsman's bill under "Expenses". What looks quite practical at first glance, however, ignores reality. The fact that 1 document always belongs to only one area turns out to be wrong at the latest when the tax return is due. This is because many documents are needed here, which would classically all be found under different tabs.

This is where the power of the tags becomes apparent. In contrast to classic registers, several tags can be assigned to a document. On the one hand, I can use the tags to assign the documents to different areas of life, but on the other hand, I can organise document-related tasks directly. For example, all the documents I need for my tax return are not only tagged "Insurance" or "Finance", but also "Tax 2018". With tags, I can thus build my personal organisational structure and do justice to the paperwork reality.

Once the documents are tagged, I can search for them specifically or filter my documents by tags. When I search for "Tax 2017", all the documents I need for the tax return are then displayed and I don't have to spend hours looking for the documents in the first place.

Author
Tobias Emmerich

Related articles

Features & FunctionsOur business update: Easily automate manual work processes with fileee Automations
Save time now: With our Business Automation feature, you can automate manual work processes in fileee with just a few clicks! In our release notes, you'll find everything you need to know about the new Business PROFESSIONAL feature, including a few common use cases - for an easy introduction to workflow automation with fileee.
Oct 6, 2023
4
min
Features & FunctionsOur updates in May: Interfaces to accounting software
What's new with fileee? We listened to your wishes: Our new tax feature allows you to export your documents to different accounting software with two clicks - including document type matching and multi-client capability! This way you can still manage all your documents in one place in fileee, but comfortably work together with your tax advisor. With the accounting interfaces to DATEV, Agenda and lexoffice, exporting documents is easier and faster than ever.
May 15, 2023
3
min
Features & FunctionsThe new business tariffs from fileee are now available
With the new business tariffs from fileee, working in a team is now even easier. This is mainly due to the new fileee Teams feature. fileee Teams is included as a feature in all business tariffs from fileee PREMIUM. As of today, the new fileee business tariffs are available with which you can create a better networked working environment in your company, association or even in your self-employment.
Jun 18, 2021
5
min
DSGVO Compliant
Developed and hosted in Germany
Secure SSL encrypted
© 2024 fileee. All Rights Reserved.
DSGVO Compliant
Developed and hosted in Germany
© 2024 fileee. All Rights Reserved.