Folders and tags

People and Records can both be organized with folders and tags. You never have to use them; if you don't create any, the pages look and work exactly as before.

Folders

A folder holds people or records, and each person or record sits in at most one folder. People and records have separate folders, so a folder you make on the People page only appears there.

• Click New folder to create one where you are. Folders can go inside other folders, up to 10 levels deep.
• Click a folder to open it. The path at the top shows where you are; click any part of it to go back up.
• To file things, select them with their checkboxes and choose Move to folder, or drag them onto a folder or onto the path at the top. You can also change a person's or record's folder from its own page.
• Use a folder's menu to rename it, move it, or delete it. Deleting a folder never deletes anything inside it: its contents move up one level.

When you search at the top level, you search everything, including what is inside folders. When you search inside a folder, you search that folder and everything below it.

To upload new records straight into a folder, pick it from Save to at the top of the upload workspace before you upload.

While you review a record in the upload workspace, you can also file things before you confirm. Record folder and Record tags apply to the record itself. Each person in the record has their own folder and tag controls next to their name; those choices are applied to the new people when you click Confirm.

Tags

Tags are labels such as "To research" or "DNA match". A person or record can have as many tags as you like, and the same tags are shared between People and Records.

• Select items and choose Tags to add or remove tags. Type a new name to create a tag and pick its color.
• Use the Tags filter to show only items with a tag. With several tags picked, choose Any to see items with at least one of them, or All to see items with every one.
• Manage tags in the filter lets you rename, recolor, or delete a tag. Deleting a tag only removes the label; the people and records stay.

Where to go next

• Your Knowledge Base
• Research Companion, which can file and tag things for you when you ask