Categorising and finding contracts, entities and files is made easier with the use of tags. Administrators can create any number of tags, which end-users may then freely apply to any of the aforementioned items.
On the Administrator page, navigate to Global lists and items > Tags.
1. To create a new tag:
a. Click Insert.
b. Enter a descriptive name.
c. Select the applicable domain, i.e. the type of Weagree Wizard item to which the tag can be applied: contract entries, legal entities, or files. Select Global if the tag should be applicable to all.
d. Click Save.
2. The name of an existing tag can be edited by clicking on its name in the list.
3. Click Delete to remove any selected tag.
