This article covers MoonClerk's new dashboard design. If your account still uses the classic design, see the classic version of this article.
Tags are unique identifiers you can attach to forms to help you group, organize, and sort forms. You can add multiple tags to a single form, and you can add the same tag to multiple forms. Tags are optional and your payers will never see them — they are just for organizing forms in your MoonClerk dashboard.
To use tags:
1) Find the payment form you want to tag and edit it, then scroll to the bottom of the builder and click the Organization row to expand it.
2) Type the tag you would like to attach to the form and press Enter. You can add several at once by separating them with commas.
3) Click Save at the top of the page (or Publish, if the form is a new draft).
4) Your tags appear in the Tags column of the Payment Forms page, and you can use the Filter button to see all of the forms with the same tag.
