A Tag is a neutral label which you can use to group and categorise your documents before uploading and they are used to differentiate the export workflow of invoices.
Here you can define the best way to organise your documents in your preferred manner, where you can customise your Tags in the following ways:
- By Outlet e.g. Outlet A
- By Department e.g. Front of House / Back of House / Marketing
- By Batches e.g. June 31 2022 Batch 1
- By Types e.g. Invoices, Bank Statements
How to create a Tag?
Step 1: Select Inbox
Step 2: Click Tags in the top right corner
The various columns in Tags indicate the following:
- Tag name: Refers to the name of the created Tag
- Email Tag(s): Refers to the emails that are associated with this Tag, which you can set up automated tagging based on the sender's email
- Example: All documents sent by claims@bluesheets.io will be associated with "Claims" tag
- Keyword Tag(s): Refers to the unique keyword identifiers that are found on your document, which you can set up automated tagging based on these keywords
- Example: All documents with the keyword "Sales" will be associated with "POS Sales" tag
- Do note that this is ONLY recommended for digital documents only
Advanced Settings
- Search id: Refers to keyword search for organisations that are using API to import and export documents
- Color: Refers to the colour assigned for your Tag
- Generate bPO: Refers to a bluesheets formatted PO will be automatically generated for each file with this tag