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Tags are labels you can use to help organize your matters, contracts, and files. Assigning tags allows you to customize an organizational 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.
How to create and edit tags
Matter tags can be created/edited from Organization Settings / Matter Management / Matter tags
File tags can be created/edited from Settings / Settings / File tags
From here, we can also toggle on/off the ability for all users to create a tag.
Note that if the administrator within your organization wishes everyone to use standardized tags, they will likely switch this to 'Off.' This prevents users from creating multiple versions of the same tag (e.g., contract/Contract/contracts, etc.)
To create a new matter tag, enter it into the box and click 'Add Tag' to proceed.
To edit a tag, simply click on the name, and you'll see the type cursor appear. You can then modify the tag name as desired. Once done, click anywhere else on the screen, and a notification will appear at the top right, confirming that the tag has been updated.
The above steps also apply in creating and editing File and Matter Tags.
How to apply tags
To tag a matter, choose the relevant matter and navigate to the matter info section. There, you will find the Matter Tags box where you can add tags.
As you type, the system will auto-prompt existing tags. Either click on the suggested title 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 update a matter tag, simply click the 'x' button to remove the existing tag, and then enter the desired tag again.
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. Enter the desired file tag 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.
Tagging contract documents follow the same process as tagging files/matters. Locate the Tag icon on the right-hand side of the file and click on it to apply tags.
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, 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 left to 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.'