Tags are treated like folders when using a standard mail client. Otherwise, they are like labels for Documents to sort on.
There are 3 types of tags: Tags, Auto Tags and Smart Tags
Tags are just words or short phrases used to organize documents. They can be used for searching or sorting documents with ease.
You can customize Views to show documents with certain tags.
By default, Tags are just to aid in viewing and organizing documents. You can make them special by allowing RHM to Auto Tag documents and/or attach rules to make them Smart Tags.
Auto Tags are tags that are applied to incoming documents. Auto Tags can be based off of manual filters (like From or Subject). They can also be based off of “machine learning”.
Filtering is similar to what other servers call Rules. We can say “if a mail is from Jane, put the Jane tag on it” or “if I’m not in the To line, tag Unimportant”.
These are manually made filters.
Another method for tagging is based off of machine learning. After creating a Tag and manually sorting through messages, you can convert it to an Auto Tag.
All new incoming messages will be compared to any Auto Tags, and if it seems similar enough, it will be tagged as such. So if you’re a Zoo Keeper, you could have e-mails automagically sorted based off of previous tags for Pandas or Lions.
We are currently looking at supporting variations of:
Smart Tags help you stay organized. These are tags, that when applied, have an action associated with them.
For instance, by default the Trash smart tag will delete a message that has been tagged Trash for 30 days.
If you like the idea of having an action based inbox, Smart Tags can be used to hide a message from the inbox for a set amount of time, then replace the message into the inbox along with adding tags like “Reply to this”.