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Maintaining Tags

Before creating your contract templates, use the Add/Edit Tab page to create and edit the tags that identify the information to include in the contract. This process is different depending on the type of tag to be maintained.

Use the Edit function to:

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Tag Maintenance Links

Use the following links to add, modify, or delete tags.

Link

Purpose

Click the link for more information

Click the Add button to add a tag.

 

Click the Filter icon to display the Filter boxes at the top of each column.

Use the Filter boxes to enter the filter criteria that will be used to search for specific records. All filter criteria is retained until the filter data is removed or changed, the grid filter is closed, or the user is logged out of LINQ EP. The filter values are also removed if your LINQ EP session is timed out.

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Click the Pencil icon to view and, if applicable, change a tag definition.

 

Click the Delete icon to delete tag definition that is not used in any contract template.

If the tag is inserted into a contract template, a message will display stating that the tag cannot be deleted until it is removed from all templates. A list of templates where the tag is located is provided. Use this list to edit the contract templates to remove the tag to be deleted.

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