Tags - Creating a New Order Tag


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.


Creating an Order Tag


Step    Action

  1.      Select {Settings} and then select {Tags} under Dockets.

  2.      Select {New} under Tags. A New Tag modal window will open.

  3.      Enter new tag name.

  4.      Select {Save}.  A results window will pop-up to indicate the selected tag has

             been saved.

  5.      Select X to close pop up results window.   

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