Tag management

Tags are keywords that can be attached to contracts and can be used to easily find similar contracts, for example.

Video transcription


Hello. In this video, we'll look at tags.

Any administrator with permission to administer tags or control tags

can go to tags here on the left,

which will open up the tag view.

Now, tags are key words that are attached to contracts

that are then used in the search function,

using filters to search for

any contracts that contain certain tags.

You don't need to use tags.

If tags are completely useless in your organization

or you can't think of a use for them.

Please feel free to disregard this.

There's no requirement to use them.

If however you do need them,

then it's worth paying attention ahead.

Now we can add tags on the top right here.

Let's add one called on boarding.

And it'll appear in the middle here.

This last number will tell you how many contracts

that certain tag is attributed to.

You can also select this tag,

and if you want to, you can merge it with other tags.

So if you've accidentally created two tags

that basically mean the same thing,

you can then go ahead and merge them.

This means that any contracts with those tags

will then be combined under this one tag.

You can also choose to view the contracts behind a certain tag.

You can delete the tag.

Or if you want to, you can also inactivate the tag.

This is useful, for example, if you've had a certain project

where you tag all of the contracts related to that project

with a certain tag.

And then you want to keep those contracts under management,

but you don't want anyone

confusing that project with other projects.

So you choose to inactivate that tag,

and that tag can then no longer be added to any other contracts.

And if you want,

you can always select it and activate it again.

So this was how to manage tags.