Tags are created the first-time a Tag name is entered on a Meld. Refer to Manage Tags for steps to view existing Tags, rename Tags, or delete Tags. This article will provide the steps to creating and assigning Tags on a Meld. Best Practices and Examples of Tags provides a guide and recommendations for implementing the use of Tags.
Click here to watch the interactive video.
Step 1:
Click Melds and then open a meld, then under the Tags headers, click Edit.
Step 2:
Begin typing to display existing Tags. Or, as you type, the Create option is available as highlighted below.
Finish entering the Tag name and click Update to create the new Tag and assign the Tag to the Meld.
Step 3:
As shown in the screenshot below, the existing Owner Vendor Tag was selected and assigned. Additionally, the Pending Owner Approval Tag is now created and assigned.
Click Update.
Step 4:
Shown below are the two Tags assigned to the Meld.
Step 5: Remove tag
After showing the Edit Tags dialog, remove the Owner Vendor Tag from this Meld by clicking edit and then the x next to the Tag name.
Click Update.
Step 6:
Shown below is the single Tag assigned to the Meld.