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Tags

In Oneflow, you can tag your contracts and templates to make them easier to find.

Add a tag

To add a tag:

  1. Find the contract or template you wish to tag and click the + Add tag icon on the top-right part of the contract.
    A tag list will appear, where you can choose the one you need. If you are an administrator, you can click Manage tags to get to the tag settings.

Manage tags (admin only)

To manage tags:

  1. Go to the Admin tab > Account and click Tags.
    Here, you can view a list of the tags you've used.
  2. To add a tag, click the Create tag button, type in the tag name, and click Confirm.
  3. To edit or remove a tag, find the tag and click the three dots menu icon.

Tag permissions

Depending on your user group, you may have different permissions regarding tags. Administrators can always manage and use tags, but you can restrict users from using tags if you wish. Please, read more about User permissions.

Tips and tricks

  • Tags help the contents of a contract be searchable. Add "important" or a specific service as a tag, and you'll be able to search it.
  • You can add tags to contracts and templates.
  • If you tag your templates, the tag will follow the contract.
  • Tags are sorted alphabetically, but you can use Ctrl+F for a quicker search.

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