How do I Create and Manage Tags in Contracts app?

Updated on August 2, 2017 12:04AM by Admin

Tags are labels with one or two keywords that's associated with the Contracts to organize the data in personalized way. It allows to group records from various category by a common name. This makes finding or searching information very easy.

Follow the steps given to create tags.

Steps to Create Tags

  1. Login and access Contracts App from your universal navigation menu bar.
  2. Click on “More”  image result for more iconicon and select “Settingsimage result for settings located at the app header bar.
    contract settings
  3. Select "General" drop down.
  4. Click on “Tags” from the left navigation panel.
  5. Click on “Create” button and specify:
    • Tag Name (Mandatory) – Name of the tag.
    • App Tag – The tag created will be available only to this app.
    • Global Tag – The tag will be available to all apps.
      create tags
  6. Click on “Create” button to complete.
  7. You can view the created tag as shown in the image below:
    tags created
  8. You can also edit the tag name using “edit” icon, if needed. Edit Option appears when mouse over on the tag in which you want to edit.

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