How to Group Contracts with Tags

Introduction

Tagging provides you with the capability to add multiple labels to contracts or communications so that these can be easily grouped or filtered in registers and reports. Tags are categorised in order to assist with organising your data. 

A tag can be created for use by all companies on a FastDraft instance, or designated for a specific company, in which case it will only be available for contracts where the associated project is linked to that company.

All tags must be unique.

Adding Tags 

Clicking on the settings icon in the left hand side panel, System Administrators will be able to add and update their tags. 

There are two types of Tagging available:

Contract Tags

Contract Tags can be defined in one or more of the following categories:

This provides a way to group your contracts by, for example, geographical location or division or operating unit. 

Communication Tags:

In case you need to group data within a contract (for example if would like to tag all compensation events that are related to COVID-19) you may also define tags that can be added to individual communications. The categories available under Communication Tags are:

Tags can be created for use by all companies on your FastDraft instance, or designated for a specific company and/or a specific contract. Selecting a company will restrict the list of contracts to those that are linked to Projects associated with that company. Having selected a company you may choose to restrict the availability of a tag to a particular contract by selecting that contract from the dropdown list.

Tags can be added to any communication via the Relations tab: