Use the Tags submodule to create new folders for checklist documents.
To use Tags in the Projects & Jobs submodule, you must have access to
Settings as defined in User Access Rights under
Settings.
To view active and inactive tags:
-
On the main toolbar, click
Settings
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the active and inactive tags that you want to view.
-
In the left pane of the Settings screen, click
.
-
On the grid toolbar, click
Active to view the active tags and
Inactive to view the inactive tags.
Note: If you want to view all the tags, click both
Active and
Inactive.
-
If you want to hide the tags, click
Active or
Inactive again, as applicable.