Overview
Firm administrators for ZenCase will have access to be able to create tags that are available to everyone in their law firm. You can scope tags to a particular resource so the list of tags is smaller when viewing the tag list for those resources.
Create Tags For Your Firm
In the upper right corner, click on your name, select "Firm Settings" from the dropdown menu.
Note: The "Firm Settings" link will only be available for those who have access to Firm Settings page.
Once on the Firm Settings page, go to Settings > Tags tab.
On the Tags list page you will be able to add, edit, delete, import or export tags depending on your security permissions.
Click on "Add Tag" button.
Enter tag name.
Enter Description (optional).
Select Scopes (All pages or specific Zencase page).
Click on "Save" button.
You have successfully created a tag.
Create A Tag From An Item Detail Page
Go to the Item (Contacts, Matters, Tasks, etc) list page from left navigation bar.
You will see the list of items on the page.
Click on the item name or you may see an eye icon in the Actions column to view item.
You will be redirected to the item's detail page.
Click on "Add Tag" button.
When the dropdown list appears, you will see a button near the bottom of the list.
Click on "Add new Tag" button in dropdown.
Enter tag name.
Click on "Save" button.
You have successfully created a tag and linked the tag to an item.
Create A Tag When Editing An Item
Go to the Item (Contacts, Matters, Tasks, etc) list page from left navigation bar.
You will see the list of items on the page.
Under the Actions column, click the "..." three dots icon.
Click "Edit Item (Client, Matter, Task, etc)".
Click on "Tags" field.
When the dropdown list appears, you will see a button near the bottom of the list.
Click on "Add new Tag" button in dropdown.
Enter tag name.
Click on "Save" button.
You have successfully created a tag and linked it to an item.
If you have any questions, please feel free to contact us.