Creating Tags

You can create new Tags with the New Tag panel, accessed from either the Tags Administration Page, the Contract Grid, or the Contract Details Page. 

You will need to provide the following information to populate the field:

Name: Provide a name for the tag

• Tag names can be between 3 and 30 characters
• Public and Shared Tags will show an error if you attempt to duplicate an existing Public or Shared Tag name
• If you want to make a Personal Tag into a Shared or Public Tag, you won’t be able to save your changes if a duplicate name is detected

Description (Optional): Provide a description to tell others what the tag is for and how it should be applied to different documents

Type: Select which Tag Type to create

• You can choose between Public, Shared, or Personal Tags (see below)

Add Members: only if Shared Tag Type is selected

Color: You can select from 9 different options (default is the grey color)

Tag Types:

Personal: Tags that are only viewable to the Tag Owner & Tag Administrators

Shared: Tags that are viewable to a select group of users designated by the Tag Owner (or Tag Administrator)

Public: Tags that are viewable to all end-users

• Can only be applied by Tag Administrators or by an end-user with the Public Tag Assignment permission