Contact and matter tags are used for reporting and managing ethical walls in Legal Accounting. This article will cover how administrators and power users can view and manage these tags.
Viewing Tags
Navigate to Administrator Settings > Contract/Casefile > Tags.
The Tags tab will display a full list of the organization's existing tags.
From here, admins and power users can do the following:
- Add new tags
- Edit tags
- Delete tags (If not assigned to Contacts & Files)
- Merge tags (Non-Ethical Wall Tags only)
Adding, Editing, and Deleting Tags
To add a new tag:
- Click the Add button at the bottom left of the screen.
- Enter a tag name in the New Tag popup that appears.
- Click OK to save the tag.
To edit an existing tag:
- Choose a tag to edit and click the pencil icon on the right-hand side of the screen.
- Enter a new tag name in the Edit Tag popup that appears.
- Click OK to save changes to the tag.
To delete a tag:
- Choose a tag to remove and click the trash icon on the right-hand side of the screen.
Click Yes on the confirmation popup that appears.
Merging Tags
Multiple tags may be merged into a single one if needed. Currently, only non-ethical wall tags can be merged.
To do this:
- Check the boxes to the left of all tags you would like to merge.
- Click the Merge button at the bottom left of the screen.
- On the Merge Tags popup that appears, select one tag for all information to be merged into; the tag(s) not selected will be removed.
- Click Merge to finish.
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