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

# Organize documents with tags

> Create, assign, filter and manage tags.

Tags let you sort documents by your own labels, for example by project, client or vehicle. A document can have several tags. Tags belong to the whole workspace, so every member sees and uses the same ones.

## Tag a document

1. Open the document and click **Edit**.
2. On the **General** tab, click the **Tags** field and pick a tag from the list.
3. If the tag doesn't exist yet, type its name and click **Create "…"**.
4. Click **Save changes**.

A tag name can be up to 64 characters and must be unique within the workspace.

## Tag many documents at once

Select the documents under **Documents** and click **Add tags** in the bar at the bottom. The tags you pick are added to the ones already there; existing tags stay.

To do this automatically, for example for every invoice from a certain supplier, create a [rule](/en/rules) with the action "Add a tag".

## Filter by tags

Under **Documents**, click **Filters**, open the **Tags** section, pick one or more tags and click **Apply**. If you need this view often, save it as a view of its own.

## Rename, recolor and delete tags

In every tag list, whether on a document, in the bulk selection or in a rule, two icons appear when you hover over a tag:

* **Pencil**: opens "Edit tag", where you change the name and color. The change applies right away to every document with that tag.
* **Trash can**: deletes the tag and removes it from every document.

Billpal can't delete a tag that an active rule still assigns. Remove it from the rule first or turn the rule off.

The colors on offer when you create a tag are set under **Edit tag colors** in the same window. This palette applies to the whole workspace, and only an admin can change it.

## Tags in exports

In the Excel and CSV exports, a document's tags have their own column, so you can, for example, total a project's costs in the spreadsheet. Billpal doesn't pass tags to DATEV, BMD or DVO. More under [Exports](/en/exports).

<Note>
  Tags are not the same as a document's cost center. You enter the cost center as a reference, see [Find and edit documents](/en/documents).
</Note>


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