Working with observation and document tags

You can add two different types of tags in your ArchiSnapper account:

1. Observation tags

2. Document tags

1. Tag an observation

Typically used to highlight specific observations in a site report or To-Do list, e.g. a red tag for urgent matters. 

STEP 1: CREATE TAGS

Create observation tags in your ArchiSnapper account (PC):

STEP 2: ADD TAGS TO OBSERVATIONS

You can now assign these tags to observations.

1. Go to the edit view of your report or to-do list.

2. Below the name of an observation, click on "add tags".

3. Select a tag.

4. Click the "Tags for this observations" button to save.

In the PDF version of your site report or to-do list, you will see the tag appear, see this example of an orange 'Action required' tag in a PDF report:

STEP 3: FILTER ON TAG

Use these tags to filter your observations.

1. Go to the "all observations" page in the online account.

2. Click on the "tag" field and select the desired tag(s).

3. Click on "search."

4. The observations with this tag will now be displayed.

5. You can export or share this overview. More info on sharing this view.

2. Organize Documents & PDF plans with tags

If you have a lot of documents and plans per project, you can use tags to keep them organized and to find them faster, even in the field with your smartphone or tablet.

STEP 1: CREATE TAGS

1. Click on a project >> edit >> docs & plans >> Document tags:

2. Create the necessary tags (e.g. HVAC, electrical, etc.). You can use them for all your projects.

STEP 2: ADD TAGS TO DOCUMENTS

1. Return to the docs & plans page for a project, hover your cursor over the file name and click "manage tags".

2. Check the tags you want to add and click the button at the bottom of the pop-up page.

STEP 3: SEARCH ON TAGS

You can now also search by "tag" to find certain documents quickly, both online and with the app on-site.

Questions? Support@archisnapper.com.