Use tags and favorites in the Library

Use Tags for labels that cut across folders. Use Favorites for folders you return to often.

Tag selected items

1. Select one or more Library items.
2. Open Tags.
3. Add or remove the tags you need.
4. Use the Tags section in the sidebar to filter by tag later.

Good tags are short and reusable, such as rent roll, tax, debt, capex, diligence, or broker support.

Favorite folders

To favorite a folder, open that folder and use Library actions, then Add to favorites. Favorite folders appear in the Favorites section of the Library sidebar.

Use Remove from favorites when the folder no longer needs quick access. Removing a favorite does not delete the folder.