Adding a Custom Tag
The Alt Legal software allows you to add a custom tag to any matter. This can aide you in filtering for certain matters that may not share other filtering criteria, like clients that file under several different owner names, or matters handled by specific members within your organization.
Adding a Tag to a Matter
To add a tag to a matter, first go to the details page of that matter.
Next, change your view mode to edit:
At the bottom of the matter details section, you will see a list of tags. The tags in grey are system generated tags and cannot be removed.
There will be a text field next to the generated system tags that can be used to input your own tags.
Type in the name of your custom tag. An option will appear below the field to add a new tag.
Selecting Add a new tag will allow you to choose a color for your custom tag. Choose a color, and then click Apply to add the custom tag to your matter.
Your custom tag will now appear next to the other tags. Scroll down and hit the Save button to confirm your changes.
Once you've used the tag once, it will be available for selection on other matters by typing the name in the text field.
Adding a Tag to an Entry
First, locate the entry you'd like to add a tag to, and click the pencil icon to edit the entry.
Click More settings, and locate the section for tags below. The steps will be the same as above:
Type in the name of your custom tag. An option will appear below the field to add a new tag.
Selecting Add a new tag will allow you to choose a color for your custom tag. Choose a color, and then click Apply to add the custom tag to your matter.
Your custom tag will now appear next to the other tags. Scroll down and hit the Save button to confirm your changes.
Once you've used the tag once, it will be available for selection on other matters by typing the name in the text field.
Filtering for Tags
To find matters with either a system tag or a custom tag, use the Tags filter menu option.
Start typing the name of the tag, and select the tag you'd like to search for in the drop-down menu.
You have options for searching for tags that have been added to a matter or entry (open or closed). You can also use the option of Includes any of to search for a singular tag listed among several on a matter/entry, the Includes all of option to include results that ONLY have the tags you've entered, or the Excludes option to kick out omit tags from your search.
Custom Tag Manager
Firm admins have access to the Custom Tag Manager. From here, you can view your account's current custom tags, as well as add, edit, and remove tags as needed. To locate this section, first click the Firm Profile icon on the left. Scroll down to the Manage Custom Tags option, then click Edit.
You can create new custom tags using the Add Tag button in the top right-hand corner.
Click Edit next to any existing tag to update its name, change its color, or delete it completely. These changes will take effect wherever this tag is being used in your docket.
