Overview
There are several ways of editing tags within LinkSquares Analyze.
This process covers how Managers and Administrators can add or edit tags within a specific agreement from the main Agreements page and within the agreement. Organizing the tags will provide organization to your agreements, as well as ease in searching.
To learn more about the main Agreements page, reference our article on Analyze Agreements Page.
Process: Main Agreements page
Start at the main Agreements page.
Click the ellipsis icon next to the desired agreement and select Edit. A pop-up will appear.
From here, edit the agreement name, agreement type, tags, and link agreements to one another in a parent-child hierarchy.
To learn more about parent-child hierarchies, reference our article on Parent-Child Hierarchy.
Edit the tags applied to the agreement: add, remove, and create new tags.
Leverage the Tags drop-down to select an existing tag or input a new tag entirely.
To delete an existing tag, click the X icon on the applicable tag.
Click SAVE once complete.
Process: Within an Agreement
Start at the main Agreements page. Select the desired agreement.
After opening the agreement, go to the Info tab.
From here, edit the tags applied to the agreement: add, remove, and create new tags.
Use the drop-down to select an existing tag or enter a new tag entirely.
To delete an existing tag, click the X icon on the applicable tag.