Our Digital Forms feature allows you to house hundreds of forms that require users to review, sign and complete electronically. Having the ability to load hundreds of forms could result in spending valuable time searching for a specific one to review and/or update. Instead of having to search each line item, we have incorporated the use of 'tags'.
Think of a 'tag' as a folder in your computer. Tags will allow you to group similar forms with the same category or keyword. If a group of forms has the same topic you can assign them a tag labeled as that topic. For example, if you have twenty forms relating to 'security', create a 'Security' tag and assign it to the relating forms.
How do you do this? Great question! Follow the steps below and check out the screenshot to learn more.
Log into Compliance as an Administrator and open the Administration tab.
Select Digital Forms.
Click the checkbox next to the form(s) you'd like to tag. There is no limit to how many you can select.
Click the Tag button in the actions bar at the top of the table.
5. If the tag already exists, search for and select it from the dropdown list. If it does not exist, you can create it by simply typing a new name, then selecting the Add button that appears below.
6. Click Save to complete the process.
The filtering tool allows you to filter by any tag you've created. Simply filter by Tags > Your Tag Name.
The more you know! You can tag users with similar categories. These same tags can be used on people and forms.