Where to find this in NextChapter: Additional Documents > Client Document Storage

Client Document Storage offers users unlimited file storage that can be accessed anywhere. Tagging these documents in Client Document Storage can better help you organize and filter your document types. 

Add Type: You may add as many types as you want and you can label them whatever you want. When you upload a new document, you can click New Tag next to the document to create a new tag type.

You can then type in the new tag label and hit "enter" to save. Once it's saved, there will be a new tag from your "Type" list. You may assign documents multiple tags by selecting them from the list.

Sorting: To sort by tag type, you can select any of your created tags from the "Type" dropdown. By selecting any tags, you will see only the documents that have that tag assigned to them.