What is a tag and why would I use them?

A tag is the means by which we categorize elements in the application. You can filter on tags, thereby helping you find information more quickly and keep information organized. 

For example, I might tag a piece of content to indicate the market segment, type of customer, or type of project.

For RFP respondents, you can tag:
  • Proposals
  • Content in your Knowledge Base
For RFP issuers, you can tag:
  • Vendors/suppliers
  • RFPs
  • Content in your Library: templates, sections and lists
Tagging your content and Proposals can save you and your team a lot of time.  The more RFPs, questionnaires and Profiles are done in the system, the more data and content there is to search through and filter for. Tags can make this a snap!

There are many reasons to Tag your content.  

For RFP responders, tagging the questions you've answered prior for a specific industry, product line or even language enables quick filtering to find the content you need when you need it.   You can Tag entries with multiple tags and use the Filter options to find your Knowledge in one click. 

Same thing for finding Tagged Proposals from the Proposals page.

For creators or issuers of RFPs,  finding your related RFPs on the RFP page is simple and easy when you use Tags. 

Using Tags for items in your Library is also a highly recommended practice.  This way any team member can go in and review the different Sections and see if any editing is needed, or quickly pull in a saved Section or Template into a new RFP they're working on and know that it's directly related to the industry, product or line of business for example.  

Tags make almost everything searchable and self-service! 

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