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/

Updated on: 07/06/2026