Document Tagging

Overview

As a proposal manager or business development professional, keeping track of all your proposal and contract documents can be a daunting task. With so much to manage, it's easy for files to get lost in the mix. Luckily, file tagging in the GovDash Data Library offers a simple yet powerful way to keep your documents organized, searchable, and easily accessible.

Purpose of Tagging

Tags act like smart labels that help categorize and filter documents in the Data Library. Whether you need to organize capability statements, proposal templates, or resumes, tags make it easy to find what you need in seconds instead of minutes.

• A Single Source of Truth: The Data Library keeps everything in one place—key personnel bios, past performance write-ups, compliance certifications, and more.

• Faster File Retrieval: Instead of aimlessly searching, just filter by tags and find the exact document you need.

• Seamless Team Collaboration: With a structured tagging system, everyone on your team can locate important files quickly, reducing miscommunication and wasted time.

Creating Tags

To create tags for your documents, click the Tags drop down under the Documents tab within your Data Library, select Edit Tags, and Create New Tag.

You can also create new tags by clicking the + Add Tags option within your document list and click Edit Tags.

Within this menu, you can either create a top/parent level tag, or create sub tags under parent tabs using the Parent Tag drop down. Provide your tag a name and a color, and click Save to create your tag.

Editing Tags

To edit your saved tags, select the drop down under Edit Tags and select the checkbox next to the tag you want to edit. Under Selected Tags, you can edit the tag name and the tag color.

Deleting Tags

To delete tags, select the drop down under Edit Tags and select the checkbox next to the tag you want to delete, and click the Delete tags button to remove them from your list.

Assigning Tags

You can assign tags in multiple ways, either individually by using the three-dot menu to the right of a document, or in bulk by selecting the checkboxes in the main Document tab document list, clicking the tag icon, and assigning the tag(s) you want.

Tagging Best Practices

To keep things neat and searchable, follow these tips:

1. Use Consistent Naming Conventions

• Define key attributes like service line, document type, or project category.

• Standardize capitalization and formatting (e.g., "Cybersecurity" vs. "cyber security").

2. Leverage Parent-Child Tagging

• Think broad parent tags (like “Proposal Documents”).

• Use specific sub-tags (such as “Management Approach” or “Quality Assurance Plan”) for better organization.

3. Keep Tags Descriptive but Concise

• Avoid creating duplicate or redundant tags.

Tagging Examples for Your GovDash Data Library

Tagging Hierarchy Examples for Your Contract Documents

• Contracts (Parent)

  • Period of Performance (PoP)

  • Place of Performance

  • Obligated Amount

  • Total Value to Date

  • CLINS

  • Contract Type

    • Prime Contract

    • Subcontract

    • IDIQ

    • BPA

    • Task Order

    • Delivery Order

  • Contract Status

    • Active

    • Expired

    • Pending Award

    • Closed Out

    • Terminated

  • Contract Value

    • <$1M

    • $1M–$5M

    • $5M–$10M

    • $10M+
      

• Performance Work Statement (PWS) (Parent)
  

• Statement of Work (SOW) (Parent)
  

• Rough Order of Magnitude (Parent)
  

• Status Report (Parent)
  

• Deliverables (Parent)

  • CDRL

  • GFE List
    

• Performance Metrics (Parent)

  • CPARS

  • Milestones

  • KPI Dashboard

  • EVM Report

  • Subcontractor Report

  • Schedule Variance

  • Past Performance Writeup
    

• NAICS Code  (Parent)

  • 541512

  • 541611

  • 541330

  • 518210

  • (Add others as needed)

With GovDash’s flexible tagging system, you take control of your document organization. Spend less time searching and more time winning contracts.