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Help understanding tagging, automation to organize files
I need help figuring out the best way to use tags in Dropbox, and about the auto organizing of folders and automation. I’m organizing a bunch of documents for a business that I have a bunch of sev...
Hey ambern1023!
You can add tags to both files and folders, however, this feature is only available on our website; tags won't appear on the mobile or desktop apps.
When the same tag is added to several files/folders, you can search the tag through the search bar at the top of your All files page and the search will bring up all the files/folders with that tag.
Regarding automations, the feature is also only available on dropbox.com and the options you have with this feature are for files added to a folder to be saved as PDFs, to be watermarked, unzipped, tagged, saved as images, saved as videos, and sorted based on category.
I suggest you go through our help center articles for both tags and automations for more info, but if you have any specific questions, don't hesitate to ask!
I need a folder for each customer folder then subfolders of the various job #s, an admin access only folder, and some other sub folders that anyone in the work group can access.
we have a lot of files that are unorganized currently and not so simplified and not named the same so its hard to find the documents sometimes.
i would like to clean up the old folders and make a standard way of saving docs going forward with would be cleaner and less cluttered and easier to search for certain documents. I wanted to learn more about how tags work, how do you search for something you tagged, automations for organizing and auto sorting files etc
any ideas for a better flow / more organized would be very helpful
thankyou
Hannah
Dropbox Community Moderator
Dropbox Community ModeratorHey ambern1023!
You can add tags to both files and folders, however, this feature is only available on our website; tags won't appear on the mobile or desktop apps.
When the same tag is added to several files/folders, you can search the tag through the search bar at the top of your All files page and the search will bring up all the files/folders with that tag.
Regarding automations, the feature is also only available on dropbox.com and the options you have with this feature are for files added to a folder to be saved as PDFs, to be watermarked, unzipped, tagged, saved as images, saved as videos, and sorted based on category.
I suggest you go through our help center articles for both tags and automations for more info, but if you have any specific questions, don't hesitate to ask!
