Overview
There are two types of agreement tags within LinkSquares Analyze: Smart Tags and custom tags.
Tags are displayed in the order in which they are applied by both the system and the end user. From left to right, the oldest to the newest tags appear within the Tags column of the main Agreements page. Tags enable Analyze users to create granular agreement categories.
Tags are similar to classic folder and subfolder structures, but provide immediate visibility into the qualities of the agreement.
There are two types of agreement tags:
- Smart Tags
- Custom Tags
Smart Tags are automatically added to agreements by LinkSquares AI as soon as they hit the repository. Custom tags are tags created by Administrators and Manager-level roles.
Tags keep you organized and the data visible for easy access and viewing.
Process
Smart Tags
Smart Tags are automatically added to agreements through LinkSquares AI when added to Analyze.
Smart Tags are lime green. They consist of the parties involved and the effective year.
Note: If party Smart Tags are turned off, all party Smart Tags will be removed from your organization's Analyze instance.
Custom Tags
Add additional tags for your agreements via custom tags. Custom tags are user-created by Managers and Administrators to further customize and organize agreements.
Custom tags are unlimited, free of charge, and can be changed over time. Common use cases are adding an industry tag (e.g., hospitality) or department tag (e.g., sales).
Custom tags can vary in color depending on your Analyze Administrator team's configuration.
- Aqua
- Blue
- Brown
- Dark blue
- Dark gray
- Evergreen
- Green
- Light gray
- Medium gray
- Orange
- Pink
- Purple
- Red
- Sky blue
- Slate
- Yellow
Custom tags are used to group agreements by something that cannot be found within the text of the agreement, and therefore cannot be derived by LinkSquares AI. Filter, sort, and run reports based on both Smart Tags and custom tags.
To learn more about running reports on tags, reference our article on Reporting in Analyze.
Applying Bulk Custom Tags While Uploading Agreements
In the example of an acquisition, you could add bulk custom tags to all agreements inherited through the process.
To begin, click ADD AGREEMENT in the upper right-hand corner of the main Agreements page.
Select Bulk Upload from the drop-down.
From here, select Set Types and Tags within the application before clicking NEXT STEP.
Upload your files.
To learn more about bulk uploading agreements to Analyze, reference our article on Bulk Uploading Agreements.
Click UPLOAD once complete.
You can now optionally add agreement types and tags to your uploaded agreements.
Click COMPLETE.
Once the agreements have been uploaded, there will be a confirmation screen when this process is successful.
Return to the main Agreements page. Navigate to the PENDING tab.
Note: For users who do not have the pending agreements enabled, return to the main Agreements page and sort by recently added agreements to locate the recently uploaded files.
From here, select all agreements by checking the checkbox next to Agreement Name. Alternatively, mark the checkboxes next to individual agreements.
Click the pencil icon below the search bar.
Add custom tags within the Edit Agreements modal that will help you identify agreements that were inherited through the acquisition. For example, input "M&A" into the text field.
Click Create to add the new custom tag to your agreements.
Click SUBMIT once complete.
Click START to apply the custom tag. Once the agreements have been processed, click FINISHED.
The custom tag will now appear within the new agreements.
Modifying Custom Tag Colors
1. To modify the color of custom tags, go to Settings from the app selector.
2. Select Analyze App.
3. Go to the Tags tab.
4. Enter the name of the custom tag in the search bar to filter your results.
5. Click the ellipsis icon next to the desired tag.
6. Select Edit from the drop-down.
7. Select a new color from the Color field.
8. Click UPDATE once complete. The changes will be applied to your agreements.
To learn more about editing agreement types and tags, reference our articles on Editing Types and Tags in Bulk and Cleaning Up Party Tags.