New in ELVIDA: Custom Tags for Your Documents

Life areas organize your documents by topic. However, in everyday life, you often search for something different: everything related to your son or the documents for your house construction. That’s why ELVIDA now offers tags. Here’s how to assign them and find what you’re looking for faster.

What is a Tag?

A tag is a keyword that you define yourself and can assign to as many documents as you like. It does not replace the life area. A document still belongs, for example, to health or housing, and the tag simply adds to it.

This becomes useful when a topic is spread across multiple life areas. Your child’s report card is under education, while the invoice from the pediatrician is under health. With the tag "Noah," you can find both in one place.

Examples from Everyday Life

One Tag per Family Member

Create a tag for each child, such as "Noah" and "Lea." A document can have multiple tags. The invoice from the pediatrician, which includes both children, simply gets both tags.

Your Parents' Documents

If you help your mother with her mail, keep track of her letters with a tag like "Mami." Her AHV pension decision remains in the life area of provision but is still easily accessible with a tip in her other documents.

A Project like House Construction

During a construction project, a lot of paperwork accumulates over months, spread across various life areas. The tag "House Construction" keeps everything together, from the first offer to the final invoice.

A tag for your pet or an upcoming move works just as well.

How to Assign a Tag

1. Open a document.
2. In the "Filing" tab, under the life area, you’ll see the line "Tags." Tap on it.
3. Select an existing tag from the list. To create a new one, type the name in the search field and tap on "… create as a new tag" or press Enter.

ELVIDA saves every change immediately. New tags automatically get a color so you can easily distinguish them in the document list. You don’t need a # before the name, and capitalization doesn’t matter: "House Construction" and "house construction" are the same tag.

Finding Documents by Tag

In Folders and in Search

Under "My Tags," your tags are available as filters. If you tap on "Noah" in the health folder, you’ll only see his documents. If you select two tags, ELVIDA will show the documents that carry both. This way, with "Noah" and "Lea," the shared invoice from the pediatrician remains.

In the Search Field on the Overview

You can also find documents by the name of a tag. Whether you type "House Construction" or "#House Construction" doesn’t matter.

In the Assist

The chat in Assist knows your tags. For example, ask, "What do I have about Noah?" and you’ll receive a list of the relevant documents, each with a link to open it. The chat is part of ELVIDA Assist.

Managing Tags

In your profile under "My Tags," you can see all your tags with the number of documents. There, you can create new ones, rename existing ones, or choose a different color. If you delete a tag, only the keyword disappears. The documents remain where they are.

ELVIDA also stores the names of your tags encrypted. Only you can see them.

Frequently Asked Questions

Do Tags Replace Life Areas?

No. Each document still has its life area. Tags are an additional organization that you create according to your own ideas, and they are completely voluntary.

How Many Tags Can I Assign?

Up to 20 per document, and a total of up to 300. A tag name can be up to 40 characters long.

What Happens If I Delete a Tag?

ELVIDA removes the tag from all documents. The documents themselves remain unchanged in their life areas.

Try It Out Now

Open a document and give it your first tag. If you have an idea on how tags could be even more useful, let us know via the feedback button in the app. We read everything.

Open ELVIDA