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.

Displaying Tag Settings

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 a New Tag

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

1. From the Tags list, click Add.
   
2. Enter the Name.
   Tag names cannot exceed 30 characters.
   
   
3. Click Save.
   Tags are available to all users.
   
   

Updating a Tag

After creating a Tag, the Name can be updated.

1. Select a Tag from the list to open the Update Tag drawer.
   
   
2. Edit the Name.
   
3. Close the Update Tag drawer.
   Changes made will automatically save.

Note: The name of the Tag will change in any documents that it has been selected in.

Deleting a Tag

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

1. Select a Tag from the list to open the Update Tag drawer.
   
   
2. Click the Delete button.