Highlight relevant files 🙌

French version : https://youtu.be/synCgCKJiZI

English version : https://youtu.be/2PVwplHpE_g

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Tags and views

In this video, we'll look together at how to highlight the most relevant files directly within your team and through the freemium plan.

Retrieving the relevant files is based on the use of :

• Tags
• Views

The Tags section

The creation of the necessary tags is essential. The necessary tags created here are :

• Eligibility validated (for eligible applications)
• Selected (for accepted applications)
• Retained (for the best among the selected applications)

The submission part

It shows by default :

• All deposits together
• The standard display

Setting up the display

Two views are set up here to reflect the two successive steps:

• The selected view (for finalised files with the selected tag)
• The retained view (for finished files with the retained tag)

The default view shows that the team has distributed the task of allocating the tags successively to all the files.

Attribution of a tag

The criteria for attributing a tag are :

• The information contained in the file
• Comments from colleagues

The same process is used to tag all folders.

Setting up the display with the tags:

• Selected
• Retained

sets up the default folder ladder view:

• Selected on one side
• Retained on the other

Presentation of relevant files

It is possible to present relevant files to a committee. This process involves the following steps :

• Selection of files
• Export of files in excel or archive format

Any questions? Need some advice?

Do not hesitate to contact us directly via the support interface on the administrator platform 😉