The Tag Wizard is a step-by-step dialog for creating and editing smart tags. It includes a criteria builder where you define conditions, a preview panel to verify matches before saving, and an auto-update toggle that controls whether the tag stays live or becomes a one-time snapshot.
Opening the Tag Wizard
At the top of the Tags tab, next to the Create Tag button, you'll find the Tag Wizard button. Click it to open the wizard dialog. You can also reach the wizard by right-clicking an existing smart tag and selecting Edit criteria from the context menu, which opens the wizard with that tag preloaded.
Choosing to create or edit a smart tag
At the top of the dialog, you'll see a dropdown labeled Select or create a smart tag. By default it's set to "Create new smart tag," which displays a Tag Name text field where you enter your new tag's name. To edit an existing smart tag instead, open the dropdown and select it from the list. Existing smart tags show a sparkle icon next to their name. When you select one, the criteria builder loads its saved conditions so you can review and modify them.
Defining conditions
The main area of the Tag Wizard is the criteria builder. At the top, you'll see "Match files where ALL of these conditions are true" with a toggle to switch between ALL (every condition must match) and ANY (at least one must match).
Each condition is a row with three parts: a Field, an Operator, and a Value. Click Add Condition to add more rows, or click the trash icon on any row to remove it. With multiple conditions, a drag handle appears on each row so you can reorder them. For a complete list of available fields and operators, see filter fields reference.
For more complex logic, switch to Advanced mode using the Mode toggle in the top-right corner of the criteria builder. Advanced mode lets you create nested condition groups, each with its own ALL/ANY toggle, and supports the NOT operator for negation. See criteria modes for details.
Previewing matches before saving
Before committing your tag, click Preview Matches to see how many files match the conditions you defined. The preview shows a count (for example, "12 files match") and a Show files button that expands an inline list of matching file names along with their file type and date.
Adjust your conditions and click Re-run to refresh the preview as many times as you like. This iterative workflow helps you refine criteria until the results match exactly the document set you need. Reviewing the preview is especially important for complex conditions with multiple rules, since it confirms that the ALL/ANY logic produces the expected results.
The auto-update checkbox
At the bottom of the Tag Wizard dialog, you'll see an "Auto-update when files change" checkbox. This single toggle determines whether you're creating a smart tag or a snapshot tag:
- Checked (default) - Creates a smart tag. The criteria are saved and you can re-evaluate later to pick up newly matching files.
- Unchecked - Creates a snapshot tag. The criteria are evaluated once at creation time and all matching files go into a regular manual tag. No criteria are stored.
Save button labels
The save button at the bottom-right of the dialog changes its label to reflect the action you're about to take:
- Create Smart Tag - Creating a new tag with auto-update enabled.
- Create Tag - Creating a new static snapshot tag (auto-update unchecked).
- Update Smart Tag - Editing an existing smart tag's conditions.
This adaptive labeling confirms what will happen when you click save, so you always know whether you're creating a smart tag, a snapshot, or updating existing criteria.