# Tags

This topic describes how to use tags in Rebilly. Use tags to organize and categorize customers, AML checks, or KYC documents based on keywords.

To tag or view KYC documents or AML checks, you must activate the Rebilly KYC add-on. To activate KYC, [contact Rebilly](/support/). For more information, see [KYC and AML](/docs/kyc-and-aml).

To use tags:

1. [Create one or more tags](#create-a-tag).
2. Select from the following:
  - [Manually tag or untag customers, AML checks, or KYC documents](#manually-tag-or-untag).
  - [Automatically tag or untag customers](/docs/automations/automated-tagging#create-a-tag-automation).
3. [View tagged customers, AML checks, or KYC documents](#view-tagged-customers-aml-checks-or-kyc-documents).


## Create a tag

Use this process to manually create customer, AML check, or KYC document tags.

1. In the left navigation bar, press .
2. In the **Management** section, press **Tags**.
3. In the right of the screen, press **Create tag**.
4. In the **Name** field, enter a name for the tag.
5. In the **Type** dropdown, select from the following:
  - To create a customer tag: select **Customer**.
  - To create a KYC document tag: select **KYC document**.
  - To create an AML check tag: select **AML check**.
6. Press **Create tag**.


## Manually tag or untag

This section describes how to manually add tags to customers, AML checks, or KYC documents and use tags to filter associated data in [Data tables](/docs/data-tables/data-tables).

### Tag or untag customers

Use this process to manually tag or untag customers.

To automatically tag or untag customers based on the occurrence of a specific event, see [Create a tag automation](/docs/automations/automated-tagging#create-a-tag-automation).

1. In the left navigation bar, press , then press **Customers**.
2. In the **Name** column, press a customer.
3. Select from the following:
  - Tag a customer:
    1. In the left of the screen, under the customer's address press **+ Add tag**.
    2. Press in the input field and select one or more customer tags.
    3. Press **Apply**.
  - Untag a customer:
    1. In the left of the screen, under the customer's address.
    2. On the right of a tag, press .


### Tag or untag KYC documents

Use this process to manually tag or untag KYC documents.

1. In the left navigation bar, press , then press **KYC & AML**.
2. Depending on where the document is located, press **Unreviewed documents**, **Reviewed documents**, or **Documents in review**.
3. In the **ID** column, press a KYC document.
4. Scroll to the bottom of the screen, then select from the following:
  - Add tags: In the **Tags** dropdown, select one or more tags.
  - Remove tags: In the **Tags** dropdown, on the right of the tag, press .
5. Depending on the review status of the document, press **Update & reject document** or **Update & accept document**.


### Tag or untag AML checks

Use this process to tag or untag AML checks.

1. In the left navigation bar, press , then press **KYC & AML**.
2. Depending on where the AML check is located, press **AML reviewed customers** or **AML unreviewed customers**.
3. In the **ID** column, press an AML check.
4. In the top of the screen, under the AML check ID, select from the following:
  - Add tags: Press **+ Add tag**, add one or more tags, then press **Apply**.
  - Remove tags: On the right or a tag, press .


## View tagged customers, AML checks, or KYC documents

Use this process to view and group tagged customers, AML checks, or KYC documents in [Data tables](/docs/data-tables/data-tables).

1. Select from the following:
  - View tagged customers:
    1. In the left navigation bar, press .
    2. Depending on the information you want to filter, press **Customers**, **Payments**, or **Billing**.
  - View tagged AML checks:
    1. In the left navigation bar, press .
    2. Press **AML reviewed customers** or **AML unreviewed customers**.
  - View tagged KYC documents:
    1. In the left navigation bar, press , then press **KYC & AML**.
    2. Press **Unreviewed documents**, **Reviewed documents**, or **Documents in review**.
2. In the top right of the table, press .
3. Press **Add filter**.
4. In the **Filter** dropdown, type `Tags` and select it.
5. In the **Operation** dropdown, select a condition.
6. In the **Value** dropdown, select or add tags.
7. Press **Apply filter**.
8. Press **Save**.
9. Optionally, to create a new segment based on the applied filters:
  1. Press **Save segment as**, enter a name for the new segment.
  2. Press **Save**.
10. Optionally, to export the filtered data as a CSV file: In the top right of the screen, press **Export**.