Adding & Removing Tags
Select Tag

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.

Tag Types

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.


To remove a tag, simply select the desired tag and click Remove. To remove all the Tags from the list, click Remove All.