Plan: Available: All plans
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Available: All sources
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
- Log in to FYI as an FYI Admin.
- Click Settings in the top right-hand corner.
- Select Practice settings from the drop-down, and select Documents.
- 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.
- From the Tags list, click Add.
- Enter the Name. Tag names cannot exceed 30 characters.
- Click Save.
Updating a Tag
After creating a Tag, the Name can be updated.
- Select a Tag from the list to open the Update Tag drawer.
- Edit the Name.
- Close the Update Tag drawer. Changes are saved automatically.
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 be deleted or untagged from any documents for which it has already been selected.
- Select a Tag from the list to open the Update Tag drawer.
- Click the Delete button.