Note: Starting with the October 2026 release, this page has been converted from PDF to a standard documentation page to make it easier for agents to access and use.
Organizing your print, social, and email content in Total Expert is key to making content easy to find, share, and reuse. By using a thoughtful combination of folders and tags, you create a powerful organization system that scales and works seamlessly with search functionality, and ensures users see exactly the curated content you intend to promote.
| Folders | Tags |
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Examples
| Folder: Holidays | Folder: Loan Programs | Folder: Open House | Folder: Events |
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Tags
| Tags
| Tags
| Tags
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Searchability Tips
Total Expert’s search is flexible and powerful, and understanding how it works will help you find content faster and more efficiently.
- Word order and case do not matter
- “Summer Newsletter” = “newsletter summer”
- Multiple, specific keywords work better
- The more terms you add, the more precise your results
- Instead of sharing a raw search term URL to end users:
- Organize content into a folder, apply a folder filter, then share the folder-based URL
Copying Emails
When you copy an email, the copy keeps the folders and tags of the original, so it stays organized without extra work. Copies you made earlier are not updated.
Click HERE to view Folders and Tags Playbook in a new tab.