Manage Tags
  • 05 Sep 2020
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Manage Tags

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You can add tags for RevvSales documents to help you classify or identify documents into different types. You can choose a tag from a list of previously created tags or you can create a new one on the fly.

Select or Modify a tag of a document

To select or modify a tag for the document, do the following:

  1. On the Documents page, hover over the document item for which you want to select or modify the tag.
  2. Hover and click on the tag item as given in the image.

    RevvSales' Manage Tags option allows you to select or manage tags.

  3. Select the tag from the list. For example, you want the tag as "Quote", select Quote from the previously created list.


Create a new tag

To create a new tag, do the following:

  1. On the Documents page, hover over the document item for which you want to select or modify the tag.
  2. Hover and click on the tag item as given in the image.
  3. Click Manage Tags.
  4. Enter the new tag name in the Add New field.
  5. Click Done.
    Create new tag allows you to create tags. Hover over the document, then click create tags.
    The new tag is created and added to the list.

https://cdn.document360.io/2ffd2026-6656-4cd2-9351-29c7005b9df9/Images/Documentation/Create%20a%20note%20(Rainer%20Shine)_Compressed(1).mp4

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