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How to Use Tags in Appraisal Bureau

How to Use Tags in Appraisal Bureau

Create and manage Tags

Updated today

Tags in Appraisal Bureau are a flexible way to organize your artworks. They work similarly to Gmail labels and can be used for curatorial lists, shipping groups, internal notes, or thematic categories like “Paintings with Flowers.”

Each tag has two data fields:

  • Attribute (or Category) – such as Color, Theme, or Exhibition

  • Detail – such as Red, Floral, or Art Basel 2025

This makes tags both searchable and scalable.

1. What Tags Are Used For

  • Grouping works for curatorial or exhibition planning

  • Creating internal filters (e.g. Needs Review, Hold for Consignment)

  • Organizing artworks for shipping or logistics

  • Adding metadata such as medium, style, or condition

  • Tagging thematic elements like Color: Blue or Subject: Portrait

  • Or anything that you need! Tags are elastic and unlimited

2. How to Tag Artworks

You can apply tags either in bulk or individually. Artworks can have multiple tags.

To tag in bulk (from the Portfolio page):

  • Go to the Portfolio tab

  • Select one or more artworks

  • Click the “Tag” icon at the top

  • Choose an existing tag or create a new one

  • Enter both the Attribute and Detail fields

To tag an artwork individually:

  • Open the Artwork record

  • Click “+ Tag”

  • Select or create a tag by entering both fields: Attribute and Detail

3. How to Manage Tags

From the main Dashboard, click “Manage Tags” to control visibility or make changes.

You can:

  • Turn tags ON or OFF

    • ON: tags appear on artworks and in filters

    • OFF: tags are hidden, but not deleted

  • Edit the Attribute or Detail of a tag

  • Delete a tag entirely (this removes it from all artworks)

Tip: If you're not ready to delete a tag but don't want it to display, just turn it OFF.

4. Tag Visibility Rules

  • Tags must be turned ON to be visible in the Dashboard or on artworks

  • Tags that are OFF are hidden but still stored — you can toggle them back on at any time

5. Need Help?

If you’d like help setting up your tagging system, or want guidance on best practices, message us any time — we’re happy to help.

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