Tags are labels you can use to help organize your matters and files. Assigning tags allows you to customize an organisational structure that suits your team and can be used to group files and matters into a broad data set.
Think of tags as keywords that can be used to simplify categorization and searching. Simply create and assign them as you see fit.
Here you can learn how to:
- Create and edit tags
- Apply tags
- Use tags to filter data
How to Create and Edit Tags
Both matter tags and file tags can be created/edited from within Settings > Matter Management.
To create a Matter Tag we click on Matter Tags 'Settings'.
From here we can also toggle on/off the ability for all users to create tag.
Note that if the administrator within your organisation wishes everyone to use standardized tags they will likely switch this to 'Off'. This prevents users creating multiple versions of the same tag (e.g. contract/Contract/contracts, etc.)
To create a new tag simply enter it into the 'Tag Name' box at the top and click 'Add Tag'.
To edit an existing tag just click on it and you will see the type-cursor flashing. You can then edit the tag name as you wish. When finished, just click elsewhere on the screen and a popup will appear in the top right saying 'Tag Updated'.
All the above is also applicable for the creation and editing of File Tags.
How to Apply Tags
To tag a Matter, select the matter in question and go to the Matter Details tab.
Type the desired tag name into the 'Matter Tags' box. As you type the system will auto prompt existing tags. Either click on the suggested tag or continue typing your own. Click outside the box once complete and in the top right of the screen you will see a notification that the matter has been updated.
To edit or delete an existing matter tag simply click back into the 'Matter Tags' box, click the 'x' to delete the tag and re-enter as desired.
To tag a File, either select an existing file or upload a new one. When viewing the file you will see a Tags box in the top left. Simply enter the desired file tag in here. Again, if the tag already exists, this will auto prompt as you type.
Once you have entered the tag a popup in the top right of the screen will inform you that the file tags have been updated.
How to Use Tags to Filter Data
The real benefit of tagging matter and files is that it makes them easier to find using the global search box at the top of the LawVu page. It also makes it easier to group related information when using your matters and files grid.
To group your matters by tag, first click the column selector button in the top right of your matters grid.
Select Tags as one of your grid columns by dragging it from the left to the right and clicking 'Apply'.
With Tags now displayed as one of your columns, use the filter button to tick the desired tag and click 'Filter'. In the example below we have used the tag filter to display all our matters tagged with Contracts.