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How do Tags work?

In ContractSafe, you can apply unlimited Tags.  To apply a Tag to a document, just click on the contract you want to Tag, and then click on the “Add Tag” link in the Tags section (over on the far right, below Folder).  

This will bring up a dialog box. From there, you can either select any existing Tags by just checking the boxes for the Tags you want to use, or create new Tags by choosing “Manage Tags”.

Once you have added a Tag, you’ll see it displayed just below the Tags header.

If you click on a Tag that is applied, it will act like a folder. Any documents with the same “Tag” will be displayed for you (just like inside a folder). You can also apply a filter for Tagged documents from your main Contracts List. This will pull up all the Tagged documents as well. Finally, if you search for the Tag you will find it as well, although that may pull up some additional results if your Tag is a more common word.

In order to create new Tags you must have Administrative rights to ContractSafe.