Tagging Proposals, Invoices and Contracts

To Tag a Proposal, Invoice or Contract:

  1. Go to the appropriate section in the main navigation bar ("Proposals", "Invoices" or "Contracts") - OR - click on the Proposals, Invoices or Contracts tool button in an Event's dashboard.
  2. Find the appropriate Proposal/Invoice/Contract; and click on the "Open" button next to the name.
  3. Find the "Tags" box and click on the "+" symbol.
  4. Select one or more Tags from the dropdown menu to apply to the Proposal/Invoice/Contract.
  5. Click "Save" when you are finished.

To Remove a Tag From a Proposal/Invoice/Contract:

  1. Go to the appropriate section in the main navigation bar ("Proposals", "Invoices" or "Contracts") - OR - click on the Proposals, Invoices or Contracts tool button in an Event's dashboard.
  2. Find the appropriate Proposal/Invoice/Contract; and click on the "Open" button next to the name.
  3. Find the "Tags" box and click on the "X" next to each of the Tags you wish to remove.
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