Documents: Tag And Filter By What Each File Is

Documents attached to a record used to be a list of filenames — usually whatever the supplier’s system produced — so a Bill sat next to a Packing List with no way to tell them apart at a glance and no way to narrow the list.

Every attachment now takes an optional short tag. Set it once from the row’s edit icon and pick from the tags already used on that record type across the company: the fourth PO you open offers Invoice, Packing List, BOL, and Specs on its first upload. Type to search, hit Create when nothing matches, or clear the tag with Remove. Every click saves and closes.

A filter above the list scopes the visible documents to one tag, with Untagged shown when the record has both tagged and untagged files. The tag itself renders as a badge next to the filename so the list reads as a set of categories rather than a stack of file names.

Tags are per-record, plain text, and capped at 50 characters. Orders, products, purchase orders, supply shipments, and suppliers all get it in the same shape. A read-only record — an archived PO, a non-editable product — shows the badge without the edit control.