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Tags

Tags are labels you attach to files to group them together. A tag can span files from different integrations — SharePoint documents, Egnyte drawings, uploaded specs — bringing them together as a single logical collection. Tags are the primary way to scope Assistant's context when using file storage integrations like SharePoint and Egnyte.

Creating and Assigning Tags​

To tag files, open the ··· menu on a file row in Files (or select multiple files for bulk tagging), find the Tags section, and search for or type a tag name. Select the tag and it's added immediately. You can also create tags from Project Settings → Project Context to attach them to a project at the same time.

To remove a tag from a file, open the file's action menu and click the × next to the tag name.

Browsing Tags​

The Tags section in the sidebar lists all your tags, showing each tag's name and how many files are associated with it. Click a tag name to see all files with that tag.

Using Tags to Scope AI Context​

When you attach tags to a workflow or project, Assistant uses all files in those tags as its context source. This is especially useful for SharePoint and Egnyte, where files are organized across many folders and projects.

Example: You have 200 drawings on Egnyte for a specific project. Tag them all with project-alpha-drawings. Now any workflow that uses the project-alpha-drawings tag will search and read only those 200 drawings — regardless of which folders they live in.

Tags can be attached to context in two places:

  • Workflows — In the Workflow Builder under Knowledge Base, attach tags to define the files the workflow will use by default
  • Projects — In Project Settings → Project Context, attach tags to make those files available to all conversations in the project

See Active Project Research, Code Compliance, and Automated Submittal Review for guidance on which files to tag for each capability.