Creating, editing and deleting Tags

Tags can be highly beneficial for organising and categorising annotations on your documents. Create the tag once, then apply it to any annotation within the matter. 

Creating a new tag #

1. Open your matter and click Setup at the top
2. In the left hand menu, click Tags
3. Click New Tag in the top right corner
4. Enter a name for the tag and nominate a colour 
5. Click Create

Edit/delete a tag #

1. Open your matter and click Setup at the top
2. In the left hand menu, click Tags
3. To edit a tag, click the Edit tag button
4. To delete a tag, click the cross to the right and confirm deletion

Generate a report of your tags #

1. Open your matter and click Setup at the top
2. Click the Reports tab at the top
3. In the left hand menu under Report Options, filter results by folder, date range or tag
4. (Optional) Click Download Report to export your report

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.