How to use tags?

Adding a tag is an easy way to give an extra dimension to a certain document, contract or relation. It will allow you to create more in depth categories and to search in a more targeted way.

Say for example that you want to easily find all your contracts that are related to GDPR but don’t necessarily fall under the same folder. Just create a tag ‘GDPR’ and add it to all the related contracts. 

If you want to be able to keep track of all the energy suppliers you have contracts with, you could create a tag ‘energy supplier’ for relations and add it to all the energy suppliers in your relations.

Defining your list of tags

• For documents and contracts: Go to Settings, Tags and click on the ‘+ New’ button to add tags

• For relations: Go to Settings, Tags relations and click on the ‘+ New’ button to add tags

Adding a tag to a contract

To do so, click on the name of the contract, scroll down to the ‘Tags’ box on the right side of the page, click on the pencil sign and add the tag. A document that is linked to a contract will automatically have the same tag(s) as the contract. If needed, you can remove the tag(s) or add others to the document.

Adding a tag to a document

Select the document you want to add a tag to, scroll down on the document page and click on ‘Link tag’ or on the pencil sign on the right.

Examples of tags for documents or contracts

1. Tags to help you differentiate between different levels in your company

   - Purchase

   - Aftermarket

   - Countries

   - Different (sub)departments

   - Different regions

   - Intercompany

   - International

   - Sales

2. Tags to help you group certain categories of contracts or documents

   - Amortisation table

   - Credits

   - Insurance

   - Lease

   - Loan (convertible, direct equity, ...)

3. Tags to help you group certain counterparties or internal parties on contracts or documents

   - Customer

   - Landlord

   - Managemement

   - Partners

   - Supplier

4. Tags to help you group various specific features of a contract or document

   - Brand names

   - Event names

   - Missing contract

   - Legal check

Adding a tag to a relation

Select the relation you want to add a tag to, scroll down on the relation's page and click on the pencil sign next to 'Tags'.

Mark the tag you want to add and click 'Save'.

Examples of tags for relations

• Customer

• Contractor

• Employee

• Employer

• Freelancer

• Intern

• Partner

• Shareholder

• Student

• Subcontractor

• Supplier

• DPA

• NDA

• Government

• Company car