Set up default Matter Tags

Default Matter tags can be used to group matters or to create email marketing campaign groups.

Table of Contents

• Create new Matter Tags
• Adding tags to the Matter Type
• Edit existing Matter Type Tags

Create new Matter Tags

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Matter Configuration and then select Add New.

3.    Select the Tags tab.

4.    Click the select... link to select the Matter Type.

5.    Select the State.

6.    Select the Matter Type.

7.    Click OK.

Adding tags to the Matter Type

1.    Enter the name of the tag.

2.    Select a tag colour to make it easily identifiable from other tags.

3.    Select Add Tag.

4.    Select Save.

When creating a new matter of this type, the Matter Tags will be available for selection. To apply tags:

1.    Select the + icon next to the matter status.

2.    Click on the tags you wish to apply to the matter. You can apply one or more tags to a matter.

Edit existing Matter Type Tags

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Matter Configuration and double-click on the Matter Type to edit.

3.    Select the Tags tab.

4.    Ensure the Matter Type listed is the one you wish to edit.  To change it, click the change... link.

5.    Make any required changes to the Tags.

Tip:  Tags can be deleted by clicking the red X next to it.  They can also be reordered by clicking on the up and down arrows.

6.    Once all changes have been made, select Save.