Adding and Removing Tags

You can Assign Tags to or Remove Tags from:

1. Multiple documents at once in the Contracts Grid Page, or
2. A single document in that document's Contract Details view.

Contracts Grid

Select one or more agreements by clicking on the left hand checkbox.

• You can also select all contracts on the page by clicking on the the Select All checkbox on the top of the Contracts Grid.

Once you select a contract (or group of contracts), the Tags option will appear to the left of the Customize View button.

• You must select at least one contract for the Tags option to appear.

• Click on the arrow next to Tags and the Assign or Remove Tags panel will appear 

Contract Details

Once in the Contract Details view, you can select "Info" in the Data panel and you will see the Assign Tags option.

• Clicking on Assign Tags will open the Assign Tags window, showing the tags available to assign

• You can select the tags you want to assign by clicking in the checkbox next to the tag, then clicking Assign at the bottom of the Assign Tags window
• Clicking on Remove Tags will open the Remove Tags window, showing the tags already assigned which you can select to remove

If you have added the Tags column to your Contract Grid view, you can also remove a Tag from a document by hovering over the Tag in the Contract Grid and clicking on the X that appears.