How-To:Tag: Difference between revisions

Latest revision as of 23:30, 2 December 2024

In ContactsLaw, tagging serves as a structured yet adaptable method for organising information across matters, contacts, and documents. This guide outlines the processes for managing tags within the system, enhancing data retrieval and categorisation.

The below guide will explain the ways on how we can manage the taggings into the system:

1. Getting Started

In the Ribbon Group, click on Search.

Search for a Matter or Contact in the system

Open the Summary section and navigate to Tags.

2. Adding Tags

Tags can be added to contacts or matters, allowing for a customisable way to group related records. Here are the steps to add tags:

Open the Editor tab and select Tags.

Use the search box to locate existing tags, or create new ones relevant to the contact or matter.

Multiple tags can be added to a single contact or matter, facilitating the grouping of related records for easy retrieval.

3. Adding Tags on a Document

Tags can also be applied to documents within ContactsLaw, extending the tagging functionality beyond matters and contacts.

Open the relevant Document in ContactsLaw.

Select the document(s), right-click, then go to More and choose Tag.
Use the search box to find or add tags that best describe the document, then click OK to confirm.

4. Final Steps

ContactsLaw also provides an efficient way to search for tagged items, making it easy to locate specific records based on tags.

In the Ribbon Group, click on Search.

Enable Advanced Options by toggling the button at the top right of the search toolbar.

Check the box next to Tags and proceed with your search.

By following these steps, you can effectively organise, manage, and retrieve tagged items within ContactsLaw, enhancing data accessibility and improving workflow efficiency.

@@ Line 1: / Line 1: @@
-Tagging in the ContactsLaw are sort of rigid forms of categorization that exist for things in information systems.
+{{DISPLAYTITLE:How to Use Tags}}
+In ContactsLaw, tagging serves as a structured yet adaptable method for organising information across matters, contacts, and documents. This guide outlines the processes for managing tags within the system, enhancing data retrieval and categorisation.
 The below guide will explain the ways on how we can manage the taggings into the system:
@@ Line 5: / Line 6: @@
 == 1. Getting Started ==
-* Navigate to the ribbon group and click on Search.[[File:Step 1 - Tagging.png|none|thumb|500x500px]]
+* In the '''Ribbon Group''', click on '''Search'''.[[File:Step 1 - Tagging.png|none|thumb|500x500px]]
-* Search for a Matter or Contacts.[[File:Step 2 - Tagging.png|none|thumb|500x500px|[[File:Step 2.1 - Tagging.png|none|thumb|500x500px]]]]
+* Search for a '''Matter''' or '''Contact''' in the system[[File:Step 2 - Tagging.png|none|thumb|500x500px|[[File:Step 2.1 - Tagging.png|none|thumb|500x500px]]]]
-* Proceed to Summary and go to Tags.[[File:Step 3 - Tagging.png|none|thumb|500x500px]]
+* Open the '''Summary''' section and navigate to '''Tags'''.[[File:Step 3 - Tagging.png|none|thumb|500x500px]]
 == 2. Adding Tags ==
-The below guide will explain the key steps in adding tags into the existing contacts or matters in the contacts law subscription:
+Tags can be added to contacts or matters, allowing for a customisable way to group related records. Here are the steps to add tags:
-* Go to the editor tab and click on Tags.[[File:Step 4 - Tagging.png|none|thumb|500x500px]]
+* Open the '''Editor''' tab and select '''Tags'''.[[File:Step 4 - Tagging.png|none|thumb|500x500px]]
-* Proceed to the search box and search for existing tags, or add new tags that determine the contact or matter.[[File:Step 5 - Tagging.png|none|thumb|500x500px|[[File:Step 6 - Tagging.png|none|thumb|500x500px]]]]
+* Use the search box to locate existing tags, or create new ones relevant to the contact or matter.[[File:Step 5 - Tagging.png|none|thumb|500x500px|[[File:Step 6 - Tagging.png|none|thumb|500x500px]]]]
-* You can add multiple tags on a contact or matter. The purpose of doing this tagging is that you can group together similar records.[[File:Step 7 - Tagging.png|none|thumb|500x500px]]
+* Multiple tags can be added to a single contact or matter, facilitating the grouping of related records for easy retrieval.[[File:Step 7 - Tagging.png|none|thumb|500x500px]]
 == 3. Adding Tags on a Document ==
-Tagging is not just limited to Matter or Contacts, you may also add tags on the documents that are already uploaded in the ContactsLaw system.
+Tags can also be applied to documents within ContactsLaw, extending the tagging functionality beyond matters and contacts.
-* Go to an existing document in the ContactsLaw. [[File:Step 8 - Tagging.png|none|thumb|500x500px]]
+* Open the relevant '''Document''' in ContactsLaw. [[File:Step 8 - Tagging.png|none|thumb|500x500px]]
-* Highlight the document/s, do a right click and proceed to More and click Tag.[[File:Step 9 - Tagging.png|none|thumb|500x500px]][[File:Step 9.1 - Tagging.png|none|thumb|500x500px]]
+* Select the document(s), right-click, then go to '''More''' and choose '''Tag'''.[[File:Step 9 - Tagging.png|none|thumb|500x500px]][[File:Step 9.1 - Tagging.png|none|thumb|500x500px]]
-* Proceed to the search box and search for existing tags, or add new tags that determine the documents and click Ok.[[File:Step 10 - Tagging.png|none|thumb]]
+* Use the search box to find or add tags that best describe the document, then click '''OK''' to confirm.[[File:Step 10 - Tagging.png|none|thumb]]
 == 4. Final Steps ==
-In the ContactsLaw system, you can search for the Tags you want to find. The below guide will explain the ways on you can search for the tags in the system:
+ContactsLaw also provides an efficient way to search for tagged items, making it easy to locate specific records based on tags.
-* Navigate to the ribbon group and click on Search.[[File:Step 1 - Tagging.png|none|thumb|500x500px]]
+* In the '''Ribbon Group''', click on '''Search'''.[[File:Step 1 - Tagging.png|none|thumb|500x500px]]
-* Proceed to the Toggle Advanced Options located at the corner right of the search toolbar.[[File:Step 12 - Tagging.png|none|thumb|500x500px]]
+* Enable '''Advanced Options''' by toggling the button at the top right of the search toolbar.[[File:Step 12 - Tagging.png|none|thumb|500x500px]]
-* Check the box beside Tags and proceed to search.[[File:Step 13 - Tagging.png|none|thumb|500x500px|[[File:Step 14 - Tagging.png|none|thumb|500x500px]]]]
+* Check the box next to '''Tags''' and proceed with your search.[[File:Step 13 - Tagging.png|none|thumb|500x500px|[[File:Step 14 - Tagging.png|none|thumb|500x500px]]]]By following these steps, you can effectively organise, manage, and retrieve tagged items within ContactsLaw, enhancing data accessibility and improving workflow efficiency.
+[[Category:How-To]]