How to View and tag Documents

Once your contracts have been uploaded, you will need to look at them and tag them. This will give you some quick steps for how to accomplish that.

 

STEP 1

Your ContractWorks Home Screen

Here you will see a list of your different Folders and/or Contracts

STEP 2

Navigate to your Contracts

Clicking on the name of the folder will open it.

STEP 3

Let's check out our Service Agreements

Click on Service Agreement

STEP 4

Once in the Folder

You will see a list of all of your contracts

STEP 5

You can see the names of the contracts

STEP 6

You can update the name with the Pencil

You will need to hover over the name for this to appear

STEP 7

Click on the name of the Contract to Open it

STEP 8

It will open to the Document Viewer

STEP 9

In the top left you can find your Tagging Icon

This will open up you tags and allow you to start tagging the document

STEP 10

You will see a list of your tags

STEP 11

Clicking on the Tag title will jump you to that part of the document

This will help you quickly validate the information

STEP 12

You can update the data if its incorrect

You will be able to update any tag once you click and jump to it.

STEP 13

You can change the tag type

STEP 14

You can also create a new Tag

STEP 15

You will need to name it

STEP 16

Choose the tag type

STEP 17

Add a Description to your new Tag

If the tag is not clear enough or needs more detail, you can add a description to it.

Click Submit when done creating your Tag

STEP 18

You can Unlink a Tag

In case it was incorrectly assigned to the wrong tag or you just want to have the information highlighted and not tagged.

STEP 19

Click on Save

STEP 20

You do need to have the tags open to start editing and tagging

STEP 21

When you find something you want to Tag, Highlight it

STEP 22

I need to tag the Governing Law information

STEP 23

Select the Color that you want the Highlighting to Ue

STEP 24

Click Link to Tag to tie this to some meta data

STEP 25

Scroll and find the tag your need, or type in what you are looking for

In this instance we would be looking for Governing Law

STEP 26

Click on Save