How-to: Add and Manage Tags

1.0 Objective

Tags can be used to add a quick note on an agreement for easy filtering & searching.
This guide will show you how to add and manage tags in the new workspace.

2.0 Table of Contents

Expand for Table of Contents

• 1.0 Objective
• 2.0 Table of Contents
• 3.0 Intended Audience
• 4.0 Prerequisites
• 5.0 Instructions
  • 5.1 Add or Remove Tags
  • 5.2 Viewing Tags
  • 5.3 Filtering and Creating Views by Tags

3.0 Intended Audience

• All new Workspace users

4.0 Prerequisites

• Publisher or Company Admin

• Tags column added to your company by a Company Admin

  • See Administration > Grid Manager > Add Field

  • Select “Tags” from the Field dropdown, add a Category, Column Header and click Save

5.0 Instructions

5.1 Add or Remove Tags

Option 1: Add or Remove tags to a single agreement

1. Within the Tags column, hover over a cell to reveal the pencil icon
   

   

2. Click the pencil icon to display the Manage Tags dialog. From here you can:

   1. Remove existing tags by clicking the blue X

   2. Add new tags by entering your text and pressing Enter

      

3. Click Update to apply your changes

Option 2: Add or Remove tags to multiple agreements

1. Select the checkboxes for multiple agreements to reveal the Action Bar

2. Click Manage Tags to open the Manage Tags dialog

   

3. From the Manage Tags dialog all tags associated with the selected agreements will be consolidated here.
   From here you can:

   1. Remove existing tags by clicking the blue X.
      All selected agreements that have this particular tag will be impacted. No changes will be made to agreements without this tag.

   2. Add new tags by entering your text and pressing Enter. All selected agreements will have this new tag applied.

      

4. Click Update All to apply changes.

5.2 Viewing Tags

1. To add the Tags column to your view, start by clicking the three line menu on any column

   

2. Navigate to the Columns tab of the Column menu.

3. Search for Tags and ensure that the checkbox has been selected for this column
   (Note: Your company admin may have given this column another name)

   

4. Once the Tags column is in your view, you will see the Tags listed for each agreement
   

   

5. If you have more tags than the column width allows, the tags are automatically hidden from view.
   You can still filter and search by these hidden tags.
   Click the + more text to review all hidden tags.

   

5.3 Filtering and Creating Views by Tags

See How-to: Create & Manage Views