How to create a new Tag from the Dashboard using the (+) icon?
- Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard.
- You will be redirected to the X-DOC Dashboard, where a list of all your proposals will be displayed, categorized according to their current stage.
- Click the + icon to create a new tag. Tags help you organize and manage your proposals more efficiently.
- A pop-up window will appear. Enter the tag name, then click the Save button to create the tag.
- The newly created tag will be displayed at the top of the page.
To assign a tag to a proposal, refer to the following article: https://knowledgebase.xtenav.com/en-us/article/how-to-assign-a-tag-to-xdoc-document-8oc9io/
Related Articles
- How to Rename and Delete Tags?
- How Can I Create Tags on X-DOC?
- How to Switch Between Tags in X-DOC Dashboard?
Updated on: 10/09/2026
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