Add or Delete Tags from Documents and Paragraphs

Contents

• Overview
• Pre-conditions
• Steps
• Notes

Overview

Tags help organise information to make it easier to browse for specific content. Users can search for documents or filter content by tags.

Commonly-used keyword themes:

• Regulatory context;
• Obligations management;
• Document hierarchy;
• Compliance posture;
• Role applicability.

Find more information on how to add or delete tags from documents and paragraphs in Clausematch.

Pre-conditions

• Document Level Permission: 'Owner', 'Editor'.
• Document is in draft stage.
• System administrator or tag manager has created tags in the system.
• Platform Configuration: The Tags feature is enabled

Steps

Add Tag to a Document:

1. Open the document.
2. Point to the document name.
3. Click on the hashtag icon.
4. Start typing a tag's name.
5. Select a tag from the suggested list.
6. (Optional): Add one or more tags.
7. Click Save.
   

Add Tag to a Paragraph:

1. Open the document.
2. Find the paragraph.
3. Point to the dropdown arrow next to it on the left side.
4. Select Add tag.
   
5. Start typing a tag's name.
6. Select a tag from the suggested list.
7. (Optional): Add one or more tags.
8. Click Save.

Delete Tag from a Document:

1. Open the document.
2. Point to the document name.
3. Click on the hashtag icon.
4. Click on the x icon next to the tag.
5. (Optional): Remove one or more tags.
6. Click Save.

Delete Tag from a Paragraph:

1. Open the document.
2. Find the paragraph.
3. Point to one of the tags.
4. Click on the hashtag icon.
5. Click on the x icon next to the tag.
6. (Optional): Remove one or more tags.
7. Click Save.

Notes