---
title: File Tags
description: "[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](http://casemasterpro.com/helpdocs/CMPOnline%20File%20Tags.pdf) ## Overview CMPOnline allows users to assign **File Tags** to case files for quick and efficient organization. Once applied, File Tags can be used to locate case files through the CMPOnline **[Find](https://casemasterpro.com/help-documentation/general-navigation-menus-and-buttons/)** feature and can also be incorporated into…"
url: "https://casemasterpro.com/help-documentation/file-tags/"
updated: "2026-01-12"
category: General Case Management
---

# File Tags

[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](http://casemasterpro.com/helpdocs/CMPOnline%20File%20Tags.pdf)

## Overview

CMPOnline allows users to assign **File Tags** to case files for quick and efficient organization. Once applied, File Tags can be used to locate case files through the CMPOnline **[Find](https://casemasterpro.com/help-documentation/general-navigation-menus-and-buttons/)** feature and can also be incorporated into **[Custom Reporting](https://casemasterpro.com/help-documentation/custom-reporting/)**.

## **Setting File Tags**

- Navigate to the case file you wish to add a tag to.
- At the bottom of the main case file screen, locate the **File Tags** field.
- Click the field and enter your first tag (e.x. “Batch 1”).
- Click Enter. 
- Repeat steps above until all desired tags have been set.
- Delete any unnecessary tags by clicking the *X*next to the corresponding tag.
- Save the Case File by clicking the Save Case File button in the top left of the header.
- Repeat steps above as needed throughout other case files in CMPOnline.

## **Searching with File Tags**

- Click the CMPOnline Find icon in the top right of the header.
- Ensure *Advanced?* is selected on the far right of this pop-up.
- Select File Tags from the *Find*dropdown menu.
- Enter the tag you wish to search for in the *Search Text* field.
- Click Enter.
- Navigate to any of the listed files by double clicking on the row below.

## **File Tags in Custom Reporting**

Within Custom Reporting, you can use File Tags as you would any other available field in CMPOnline. For an in-depth look at how to use Custom Reporting, view our [Custom Reporting help document](https://casemasterpro.com/help-documentation/custom-reporting/).

To run a report on File Tags, select the CaseFile fieldset and search for File Tags in the field section.

## File Tags Video Highlight

[CMPOnline - File Tags](https://www.youtube.com/embed/RNezyGAe67k?feature=oembed)