The vault
Tags
Tags are labels you define to retrieve your documents according to your own logic: by fiscal year, by supplier, by project, by campaign. They complement the folder organization.
Updated on August 14, 2026
Defined at the organization level
Each tag belongs to your organization. You decide the list — your collaborators and the members of your accounting firm then use this shared list. Two different organizations can have tags with the same name without conflict.
On a folder or on a document
A tag can be attached at two levels depending on what you want to express.
On a folder
To qualify the entire folder — for example, tag a custom folder "2024 archives" with a "Closed" tag.
On a document
To label a specific document — for example, attach the "Supplier Maroc Telecom" tag to every invoice from that provider.
Tag categories
You can group your tags by category so a long list doesn't become unreadable. For example, a "Fiscal years" category that contains the tags 2023, 2024, 2025, and a "Suppliers" category with one tag per main supplier. Categories are optional: a tag can perfectly well stay uncategorized.
Icons and colors
Each tag can be personalized with an icon — chosen from a palette of about forty Lucide icons — and a color from the brand palette. This visual code makes it easier to spot in the document list.
A few typical use cases
By fiscal year
One tag per year lets you instantly retrieve every document for a fiscal year when you're closing the books.
By supplier
Ideal for recurring purchase invoices — at a glance you identify everything coming from the same provider.
By project or worksite
Lets you isolate the analytical cost of a project (equipment, contracts, related invoices).
By marketing campaign
Brings together every document related to a specific commercial operation.
Permissions
Two permissions govern tag management.
- tag:view — see and use existing tags.
- tag:manage — create, edit, and delete tags and categories. Includes tag:view.