How do I Create and Manage Tags in Contracts app?

Updated on September 19, 2020 03:42AM by Admin

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

Steps to create tags

  • Click on the “More” icon and select “Settings” from the App header bar of your Contracts App.
Contracts App

  • Select General → Tags from the left navigation panel in the Settings page. The Tags page will come into view. Click on the “Create” button.

  • In the Create Tag popup, add a name for the tag and select the tag type. Here, App Tag.
Create App Tag

  • On selecting create, the tag is created under App Tags. App tags are accessible only within the Contracts App.
App Tag Created

  • You can also create a Global Tag by selecting Global Tag in the Create Tag popup.
Create Global Tag

  • A Global tag is created and listed under the Global Tags list. These tags will be available across all the apps in Apptivo.
Global Tag Created

  • You can also edit the tag name using the “edit” icon if needed. Edit Option appears when you hover over the tag that you want to edit.
  • The created tags will be listed while creating or editing a contract. You can add more than one tag to a contract.

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