10: Tags

Overview

The Tags tool can be used to tag cases so that they can easily be reviewed later. For example, users can tag claims that are associated with a data breach. Using this tool is not required as part of daily case work but is available to track special claims. 

How-To

1. Type the following in the empty field:
   amazon
   

   

   
   
   
   
2. Click the Add button
   

   

   
   
   
   
3. Close out of the Tags menu by clicking the X
   
   
   
4. Click on Tags
   

   

   
   
   
   
5. Click on amazon under Recently added by me
   

   

   
   
   
   
6. All the claims tagged with amazon are displayed and are accessible by clicking on the Claim link