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Creating and Assigning Participant Tags
To create Participant Tag labels:
- SelectSettingsin the left navigation.
- In theAccounting and A/P Settingssection, selectParticipant Tags.
- In the toolbar selectNew valueorNew multiple values.
- Enter the new values.
- On the toolbar, selectSave & close.
To assign Participant Tags to Company and Firm users:
- ClickUsers>User listfrom the left navigation.
- Select the individual to whom to assign a tag and clickAssign Tags.
- Select the tags (a maximum of five tags per user) for the specific user, then click Save.
- Once a tag is added to an individual, the option changes toEdit Tags, which lets additional tags to be added or existing tags to be removed. Note thatVendor ClassificationsandParticipant tagsare only available to Company users and are not visible to any firms or firm users.
This article applies to:
- Product: Legal Tracker
- Subject: Matter
- Audiences: Company
Related Content
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Adding Matter Participants
Format:
Article,
3 min read