The Tags Mini Directory stores user-defined tags that are used to further classify documents in the Case or Provider Documents Tab and Contacts. Any number of tags can be associated with a document or contact in Neos. Documents can be located in a Case, Intake, Provider, or Browse Documents using the Tags filter. Assigned Tags are present for a Contact and Party, and the Contacts Tab within a Case.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed. [screenshot]
To add a Tag, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Tag field of the new entry to enter edit mode. Tag is a required and unique field. Up to 50 characters can be entered in the Tag field. New Tags are Active by default.
To delete a Tag, click the delete icon to the far right of the entry. [screenshot]
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
