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Tags are structured labels you attach to files so Commenda can classify and filter them. Unlike folder names, tags are machine-readable: Commenda uses them to drive filters, power searches, and connect documents to the filings and service requests they relate to.

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When to use tags

Use tags whenever a document has meaningful metadata beyond its name — for example, a quarterly sales-tax filing for a US entity for Q2 of FY2025. Tagging the file lets you:
  • Filter the drive to just the files that match certain criteria.
  • Find every document for a specific jurisdiction across all your entities.
  • Show the right documents automatically in compliance and service-request views.

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Tag types

Commenda supports several tag categories:
TagExample valuesWhat it represents
Fiscal yearFY2024, FY2025The fiscal year the document belongs to
PeriodQ1, Q2, Month 1, Month 6The quarter or month within a fiscal year
JurisdictionUS, IN, SG, Delaware, CaliforniaThe country or region the document is filed in
Tax typeIncome Tax, GST, VAT, Sales TaxThe tax the document relates to
Source typeUpload, Filing, Service Request, IntegrationWhere the document came from
Document typeInvoice, Return, Notice, CertificateThe kind of document
Fiscal year and period are explicit tags — every file can have at most one of each. Jurisdiction, tax type, and document type can have multiple values when it makes sense (for example, a consolidated filing covering multiple states).

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Applying tags

From the drive, select a file and open the details panel. You’ll see a Tags section where you can:
  • Add tags by typing or picking from the dropdown of available values.
  • Remove a tag with the × next to it.
  • Assign a document type from the dropdown — this is a special tag that enables type-specific behaviour (for example, invoice parsing).
For files uploaded through a service request or a filing workflow, Commenda applies tags automatically based on the context of the upload. You can always adjust them afterwards.

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Filtering the drive

The entity drive view has a filter bar at the top with dropdowns for each tag type. Pick any combination — for example, FY2025 + Q2 + US + Indirect Tax — and the drive narrows to only placements that match. The folder tree collapses to hide folders that contain no matching files, so you see exactly the scope you asked for. Filters are additive: every file in the filtered view matches all of the selected criteria.

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Clearing tags

To clear a tag from a file, open the details panel and click the × next to the tag. To clear all tags, use Clear tags from the file’s action menu. Clearing a tag doesn’t delete the file — it only removes the metadata.