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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 a Tag​

Tags can be created in a few places:

  • From the file action menu — Open the ··· menu on any file row in Drive, find the Tags section, and type a new tag name in the input field.
  • During multi-file selection — Select multiple files in Drive, click the Tag icon in the action bar, and type a new tag name.
  • From Project Settings → Project Context — Create tags and attach them to a project at the same time.

Assigning Tags to Files​

To tag a file:

  1. In Drive, open the ··· menu on a file row (or select multiple files for bulk tagging)
  2. In the Tags section, search for or type a tag name
  3. Select the tag — it's added immediately

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. From the tag view, you can multi-select files to start chats or apply additional tags, just like in Drive.

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.