Tags are great way to organize your orders and quotes for searching purposes.  You can create as many tags as you need and you can add them to any order, order item, quote or quote item you want to help you locate it faster.

Create an Order Tag

• From the Tags page (Settings > Dockets > Tags)
• Click New
•  Enter new tag name.
• Save

Edit an Order Tag

• From the Tags page (Settings > Dockets > Tags)
• Click on a existing Tag
• Make changes
• Save

Delete an Order Tag

• From the Tags page (Settings > Dockets > Tags)
• Scroll down to Tags
• Check the box to the left of a Tag
• Click Delete
• Confirm Deletion

Searching Order Tags

Order Tags can be searched from the following locations:

• Quotes Screen - Quote Tags
• Quote Items Screen - Item Tags
• Orders Screen - Order Tags
• Order Items Screen - Item Tags
• Production Workflow - Tags
• Custom Export - Order Tags / Item Tags