Managing Tags

An FYI Admin can add, change or delete Tags from Settings - Practice Settings - Documents - Tags. For information on selecting, creating and deleting Tags in the filing details refer to Using Tags.

  1. Login to FYI as an FYI Admin.
  2. From FYI, click Settings in the top right-hand corner. 
  3. Select Practice settings from the drop-down, and select Documents.
  4. Click on the Tags tab. 

The Tags list displays as follows.


Adding or updating a Tag displays the Create tag or Update Tag drawer on the right-hand side of the list.

  • To add a Tag, click Add, enter the name and click Save.
    Tags are available to all users.

  • To change the name, click the Tag in the list, change the name and click Save.
    The name of the Tag will change in any documents that it has been selected in.


  • To delete a Tag, select the Tag in the list and click Delete.

    When a Tag is deleted using Practice Settings, this will not delete the Tag or untag any documents it has already been selected in. However, the Tag will not be available to be selected in any other documents.
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