Tags, Search & Filters

Folders give you hierarchy. Tags give you cross-cutting labels. Search and filters give you precision. Together they make a library of thousands of resources easy to navigate.

Tags

Tags are a global, color-coded labeling system that cuts across folders.

Creating tags

1. Open the tag manager from the filter panel or any file row's Tags action (tag icon)
2. Click + New Tag
3. Enter a name and pick a color
4. Save

Applying tags to a resource file

1. Open a file row's Manage Tags dialog
2. Tick the tags you want to apply
3. Save

Tag dots appear on the file thumbnail in grid view and next to the file name in list view, color-matched to the tag.

Filtering by tag

1. Open the Filters panel
2. Click a tag
3. The grid updates to show only resources with that tag
4. A chip above the grid shows: "Filtering by tag: <tag name>" with a clear button

Folder Search

At the top of the folder tree there's a Search folders… input. Type to filter the tree by folder name. Matches highlight; non-matches collapse out of view.

Resource Search

At the top of the resource grid there's a Search files… input. Searches by:

• File name
• Resource title
• Description
• For Post and FAQ resources, the section content (when search indexing is enabled)

Search is case-insensitive and matches partial words.

Global Search (Cmd+K)

The fastest way to jump to a known resource by name:

• Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) anywhere in the portal
• The omnisearch overlay opens
• Type a few characters
• Resources appear alongside other content (tickets, projects, contacts)
• Press Enter on a result to jump directly to it

Filters

The Filters button reveals a side panel with:

Filter	Options
File type	Image, document, video, audio, archive, other
Tag	Any active tag (see Tags above)
Date range	Created or modified within a window
Client (admin only)	Filter to a specific client's resources
Resource type	Single, Grouped, Post, FAQ, Color, Gallery, App

A Clear filters button resets everything.

Active filters show as chips above the grid so you always know what scope you're seeing.

Sort

The Sort dropdown above the grid offers:

• Newest — most recently created first (default)
• Oldest — least recent first
• A → Z — alphabetical
• Z → A — reverse alphabetical
• Last modified — most recently updated
• Largest — by file size
• Smallest — by file size

Sort applies within the current folder and respects active filters.

View Modes

Toggle between two display modes with the view button above the grid:

Grid view

Thumbnail cards with title, tag dots, and quick actions. Best for visual content (galleries, color palettes, image-heavy resources).

List view

Dense table with sortable columns: name, type, size, modified, tags. Best for scanning many resources at once.

The toggle is remembered per session.