Tags

✔️ Tags in TrustLayer help organize and automate document reminders and party statuses. You can create new tags, assign them to parties, and use them for filtering and automation.

1️⃣ Navigate to Workspace Settings – Click on your workspace name and select "Workspace Settings."

2️⃣ Go to Parties Configuration – In the middle of the page, find the "Tags" section.

3️⃣ Create a New Tag – Click on the blue "New Tag" button and enter the tag name (e.g., "New Contractor").

4️⃣ Save the Tag – Click "Save" to add the tag to the list.

1️⃣ Open the Parties Drawer – Navigate to the "Parties" section.

2️⃣ Select a Party – Click on a party to view its details.

3️⃣ Add a Tag – In the top section, click the "+" button next to "Tags" and select the relevant tag.

4️⃣ Remove a Tag – Click the "X" next to a tag to remove it (note: no record is kept of removed tags).

1️⃣ Go to the Parties Drawer – Open the main "Parties" screen.

2️⃣ Apply a Filter – Click the "Filter" button.

3️⃣ Select Tags to Include/Exclude – Choose the desired tag(s) and apply the filter to refine the list.

💡 Common Issue 1: "I accidentally removed a tag. Can I restore it?" → Solution: No, tag removals are not logged. You must manually reassign the tag.

💡 Common Issue 2: "Can I prevent users from removing tags?" → Solution: No, any user can remove a tag. For more permanent attributes, use a custom field instead.

📚 Related Articles:

💬 Still Need Help? Contact [email protected] or use the in-app chat feature for assistance.