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How do I tag, move or delete documents?

Select files in Documents to see the actions: tags, Change kind, Move to client and delete. A deleted file can be brought back with Undo.

Updated 29 Sept 2026

Steps

  1. Step 1: Tick the files you want, or Select all documents.
  2. Step 2: Type a tag and press Enter, then Save tags. Saving replaces the selected files' tags.
  3. Step 3: Or choose Change kind or Move to client.
  4. Step 4: To delete, use the delete action. Choose Undo in the message that appears if you change your mind.
The Documents list with four numbered marks: 1 a ticked file, 2 Tag, 3 Move to client and 4 Delete.
Tick files, then use the bar that appears above the list.

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