Tags allow users to label and categorize Documents within TrustFrame, making it easier to organize, filter, and report on submitted content. Tags are shared across your account's TrustFrame and WebCompass products, so any Tag created in one product is available in the other.
Admin users can apply and remove Tags in two ways: directly from the Documents Page grid, or from within an individual Document's detail view. Tags are visible to Admin users only and are not displayed in the Submitter portal.
Applying Tags to a Document
Tags can be applied from the Documents Page grid or from within the Document detail view.
From the Documents Page grid:
Locate the Document row in the Documents Page grid.
Click within the Tags column on the Document's row to open the Tag editor inline.
Begin typing to search existing Tags, or type a new Tag name to create one.
Select the desired Tag from the dropdown list. The Tag is applied immediately.
From the Document detail view:
Open the Document by clicking the eye icon in the left-hand column of the Document row.
Locate the Tags field in the right-hand action panel.
Click within the Tags field and begin typing to search existing Tags, or type a new Tag name to create one.
Select the desired Tag from the dropdown list. The Tag is applied immediately.
You may apply multiple Tags to a single Document. Tag suggestions are drawn from your account's shared Tag library, which includes Tags previously created in TrustFrame and WebCompass.
Note: Only Admin users can apply, remove, or view Tags. Tags are not displayed in the Submitter portal.
Removing Tags from a Document
Tags can be removed from the Documents Page grid or from within the Document detail view.
From the Documents Page grid:
Locate the Document row in the Documents Page grid.
Click within the Tags column on the Document's row to open the Tag editor inline.
Click the X next to the Tag you wish to remove. The Tag is removed immediately.
From the Document detail view:
Open the Document by clicking the eye icon in the left-hand column of the Document row.
Locate the Tags field in the right-hand action panel.
Click the X next to the Tag you wish to remove. The Tag is removed immediately.
Removing a Tag from a Document does not delete the Tag from the account's shared Tag library — it simply unlinks that Tag from the Document.
Tags in the Activity Timeline
Every time a Tag is applied to or removed from a Document, an event is recorded in that Document's Activity Timeline. The timeline entry will show:
The action taken (Tag Applied or Tag Removed)
The name of the Tag
The user who performed the action
The date and time of the action
This creates a full audit trail of all tagging activity on each Document.
Filtering, Sorting, and Searching by Tags
The Documents Page grid includes a Tags column, giving users several ways to work with tagged Documents:
Filter: use the Tags column filter to narrow the grid to Documents that have one or more specific Tags applied.
Sort: click the Tags column header to sort Documents alphabetically by their Tag values.
Search: use the free-text search bar to find Documents by Tag name across the grid.
The Tags column can be added or removed from your grid view using the column settings menu.
Tags in CSV Export
When exporting Document data to CSV, applied Tags are included in the export. Each Document's Tags will appear in the Tags column of the downloaded file, allowing users to perform additional filtering and analysis outside the platform.
Shared Tag Library
Tags in TrustFrame are shared at the account level across both TrustFrame and WebCompass. This means:
Any Tag created in TrustFrame is available to use in WebCompass, and vice versa.
Your team works from a single, consistent Tag vocabulary across both products.
Tag suggestions shown when applying Tags are drawn from this shared library.
There is no separate setup required to use the shared Tag library — it is available to all accounts automatically.
For additional assistance with Tags, please contact [email protected].