How should I differentiate the 17/18 docs from the 18/19 docs uploaded to the Reports area?

Simple Fund 360
#1

We have set up tags - however I can’t work out how to add them - once the document has been uploaded.
Is there a better way?

#2

Hi @HeatherSmithAU,

The default workflow we’ve set up tagging documents is to do the following:

  1. Create the tag in the Documents screen by clicking Add Custom Tag:
    image

  2. Mark the checkbox next to the document in the Documents screen you wish to apply the tag to:
    image

  3. Click Tag As and mark the tag you want then click Apply:
    image

Happy to hear how others have organised their work flow to tag uploaded documents.

#3

Thanks - the end user / client who owns the SMSF does not have access to the check boxes - so is unable to tag them after uploading (but can do the tagging during upload). What do you think - do you think they should have access?

BGL
BGL.jpg997×349 39.8 KB

#4

Here is a nice zoom video from BGL - however our screen is different - Loom | Free Screen & Video Recording Software

#5

Yes you’re right, you may need to toggle Tag Documents on under User Role Settings to allow this user to tag reports after uploading.

image
image.png716×171 12 KB

You could have a look at creating a new user role for them that is identical to their existing role except that the toggle highlighted above is enabled.

Our documentation here covers how you could do that:

Simple Fund 360 Help - User Roles

Hopefully that helps :slight_smile:

1 Like