Validating Auto Tags

When documents are uploaded to ContractWorks, fields will populate automatically. This depends on the template that has been used. This guide is going to show you how to verify these fields.

 

STEP 1

Here I can see our Service Agreements

STEP 2

The Green Tag symbol shows that ContractWorks has already Auto Tagged

some data

STEP 3

Hover over the Green Tag to see some Information

It won't show all the tags, but let's you get a sneak peak

STEP 4

If you click the Green Tag Symbol

It will bring you to a page where you can view all the tags

STEP 5

You can edit the tags by clicking Edit Tags

STEP 6

Now all the tags are editable for us

But what if you need to view the document while you Edit the tags?

For that we can use the Document Viewer and edit Tags

STEP 7

Click on the name of your Contract, and it will take you to the Document

Viewer

STEP 8

Now you are able to view the Document

STEP 9

You will see our tag symbol in the top left of this screen

STEP 10

Clicking on that will allow you to manage your Tags

STEP 11

Click on the Tag Title and it will jump you to that part of the contract

STEP 12

Important information is highlighted in the contract

STEP 13

You can update and make any changes in case the information is incorrect