Adding & Removing Tags
When entering information or a transaction that can be defined by Tags you will see a Selected Tags box in the form.
To add Tags, simply click Select. This will bring up a list of all the available Tags, grouped by type. The list of types will vary by company. Some common types include Accounts, Customers and Projects. Select a tag and press Add.
The tag will be added to your Selected Tags list and attached to your request or document.
Note: QCDocs will automatically remember your selected list of Tags. This way you only have to make changes to your Tag list, not rebuild it every time.
TopTo remove a tag, simply select the desired tag and click Remove. To remove all the Tags from the list, click Remove All.
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