---
title: "Tag Management"
slug: "tag-management"
updated: 2024-09-03T08:56:46Z
published: 2025-07-10T15:03:32Z
canonical: "docs.revealdata.com/tag-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tag Management

Pro Users and above can add, rename, move, delete, and place tags into folders to customize your project workspace.

## Where to access Tag Settings in your Project

Access your Tags by going to **Project Settings** (gear icon top right when in the project) > Tags option:

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/tag-management-image-bfw7zy6b.png)

## Walk-Through Video

[Tag Management](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Tag%20Management.mp4)

## Adding Tags

To add new tags, click **Create a New...** at the top of the Tags page:

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/tag-management-image-eg9gcitf.png)

A pop up will appear and you can create the tag:

![A screenshot of a login Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/tag-management-image-ohdzdnii.png)

You can also create a tag from the document viewer:

1. Click the Tags button from the side panel, then "Add tags +"
2. Type the tag name and give it a custom color
3. Click "Add" and the newly created tag will be instantly visible and searchable!

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/tag-management-image-tvlvsbzo.png)

![A close-up of a login box Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/tag-management-image-x54c14qq.png)

## Renaming Tags

Click the 3 vertical dots and then 'Edit' to rename that tag.

**⚠️ Important note:** Searches referencing the previous tag name may need to be updated

![A screenshot of a phone Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/tag-management-image-0syq65o0.png)

## Rearranging Tag Order

From the Tags tab in Project Settings, click on **Customize Tag Order** and drag the tags in the order you would like:

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/tag-management-image-zky617ds.gif)

The order of your tags here will reflect in the Document Viewer and Search Carousel as well.

## Tag Folders

To create a tag folder, navigate to the top right of Tags tab page and click **Create a New...** > Create a folder:

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/tag-management-image-ztuv0ux5.png)

You can then use the Move button to quickly organize tags into your created folder.

You can:

- Streamline your review process by keeping tags organized
- Sequester old or rarely used tags from those you use more often
- Keep your team on track by creating a tag folder for each level of your review
- Group your tags into logical sets (e.g., privilege reasons or issue codes)

## Delete a Tag or Tag Folder

⚠️ **Warning: Make sure you un-tag documents prior to deleting a tag.** If you delete a tag that is applied to documents, the tag disappears but is not actually removed, which can skew any search for documents without tags (tags:none)

From the Tag tab of your Project Settings page, locate your tag or folder from the list, and choose the 3 vertical dots > "Delete" from the the drop down:

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/tag-management-image-0in86acf.png)

Any tags inside of a tag folder you delete will be moved back to the main tag list.

[Deleting Tags and Tag Folders](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Deleting%20Tags%20and%20Tag%20Folders.mp4)