Clients, tags and search

As your number of meetings grows, Meetingize gives you a few ways to keep them organized: client folders, tags, and filters.

Client folders

You can create clients (client folders) and attach a meeting to a client, so all the meetings and documents related to that person or company are grouped together. A client can be archived once you no longer need to see it in your active list.

Tags

You can create tags and apply them to meetings. Filtering the meetings list by multiple tags returns meetings that match any of the selected tags.

Searching and filtering the meetings list

The meetings list can be filtered by:

• One or more tags.
• A specific client.
• A client name search (matching on the client’s name).

Good to know

• There is no full-text search across transcripts or document content; filtering works through tags, client and client name only.