A document is a file you keep as it is: a lease, a pay stub, a test result, a certificate. TagData previews it, searches inside it and lets you attach it to a record later.
Steps
- Click Add, then Upload a file. Or drag the file onto the app window from your desktop.
- Under Files, click Choose files and pick one or more. PDF, photo and Word files up to 10 MB each work; those are the formats TagData can read, search and preview.
- With one file, give it a Document name. With several, each keeps its file name, and you can rename any of them afterwards from its card.
- Under Where does this go?, pick a category, or leave it. Left alone, the document shows up under Other › Unfiled, and you can move it any time.
- Click Add document.
Good to know
- Opening Upload from inside a category files the document there and pre-fills the title, for example “Add a medical record” in Health.
- A file you have already uploaded is marked Already uploaded so you don’t store it twice.
- Open any document to add Notes, the things you want to remember about it.
Try it
The demo page has a vault you can click through. Open it on All items and try these steps there; nothing you do is saved.