Organize Folders & Tags
Group papers into folders, label them with tags, and filter and sort your library to find what you need.
Overview
Folders and tags solve different problems:
- Folders group papers by project, such as a thesis chapter or a review. A paper can be in more than one folder.
- Tags label ideas that cut across projects, such as the type of study or whether you've read it yet.
Folders
Create a folder
Click New folder
In the Reference Manager sidebar, click New folder.
Name it
Enter a name, such as Chapter 2 or Sleep and memory review, and click Create.
To create a folder inside another one, open the parent folder's Folder options menu and choose Add Sub Folder.
Nest and rearrange folders
Drag one folder onto another to nest it. You can also use Move Folder from the Folder options menu. The same menu has Rename and Delete.
Put papers in folders
Drag papers from the list into a folder in the sidebar.
A paper can be in more than one folder without being duplicated. To add it to another folder, select the paper and click Add to Folder in its detail panel. It then appears in both places, with the same notes and details.
To work with several papers at once, select them in the list and use the toolbar: Add to Folders, Move, Remove (from the current folder) or Delete.
Tags
Create a tag
In the Tags section of the sidebar, click + (Add tag). Enter a tag name, optionally pick an emoji, and click Create.
Tag papers
- One paper: select the paper and click Add Tag in its detail panel.
- Several papers: select them in the list and click Add Tag in the toolbar to tag them all at once.
To remove a tag from a paper, click the ✕ on the tag in its detail panel.
Find papers by tag
Click a tag in the sidebar to see every paper that has it. Click No Tag to see papers that haven't been tagged yet.
Rename or delete tags
Click Manage tags in the Tags section of the sidebar. From there you can rename a tag or delete it. Deleting a tag removes it from every paper that has it.
Filter and sort
Use the toolbar above the paper list to narrow down what you see:
- Search Papers... finds papers by title.
- Filter narrows the list by Year, Author, Paper Type, and Has PDF or Has No PDF.
- Sort orders the list by Custom, Recently Added, Earliest Added, Title A-Z, Title Z-A, Year (newest) or Year (oldest).
To put papers in your own order by dragging them, set Sort to Custom first.