How to Create a Tag to Organize Data

How to Create a Tag to Organize Data

Login -> Dashboard -> Settings -> Manage -> Tags -> Add Tags

1. Login to CaseFox.
2. Go to the dashboard, to the left corner you will find the sidebar.
3. Select settings from the sidebar and go to manage.
4. Under manage, you will find tags.
5. Go to tags, you will be prompted to a new window.
6. To create a new tag click on the icon situated towards the top right “add tag”
7. Fill in the details and click on save.


    • Related Articles

    • Using Tags to Organize Your Data

      Tags in CaseFox and MatterSuite allow you to group and organize related items across your entire account—regardless of which client, matter, or module they belong to. Tags act like flexible labels you can apply to anything: tasks, notes, documents, ...

    • Smart Tagging in CaseFox and MatterSuite

      Smart Tagging in CaseFox Organize, Search, and Report with Ease Why Use Tags? In a busy practice, efficiency is everything. Tags act as flexible keywords that allow you to cross-reference data across CaseFox without the limits of rigid folders. ...

    • Legal Billing and Case Management Software With Spanish Interface

      Software de Facturación Legal y Gestión de Casos con Interfaz en Español ¿Buscas un software confiable para la gestión de casos legales y facturación que esté disponible en español? Te presentamos CaseFox y MatterSuite – dos plataformas líderes en ...

    • Legal Billing and Case Management Software With German Interface

      Software für juristische Abrechnung und Kanzleiverwaltung mit deutscher Benutzeroberfläche Suchen Sie eine zuverlässige Software zur Verwaltung von Fällen und zur rechtlichen Abrechnung – und das auf Deutsch? Wir präsentieren CaseFox und MatterSuite ...

    • The Standardized Ledger: How LEDES 1998B and ABA UTBMS Codes Power Modern Legal eBilling

      See also ABA UTBMS Codes The shift from paper invoices to electronic billing, or eBilling, has revolutionized the financial operations of the legal industry. This transition, however, demanded more than just a digital facsimile of a paper bill; it ...