How to Create New Tags in Jusnote

Tags are used to classify and organize your contacts, projects, and documents in Jusnote. These are unique markers or keywords that you can use to further filter or search for relevant contact groups, projects, and documents. 

For example, you can create an additional type of client called "Client in the Crown" or "VIP" to identify your most important contacts. It also applies to both projects and documents.

How to create new tags?

Tags can be created from different parts of the system.

1. A user with administrator rights can create a corresponding tag in the "Settings" section - the "Tags" directory.

Other users can create tags when creating or editing a contact, project, or document.

2. Any user can also create a new tag in the appropriate contact, project, or document card.

For illustrative purposes, you can customize the display of tags in the table of contacts, projects, or documents by selecting the appropriate column in the table settings.

If necessary, you can filter contacts, projects, or documents by the chosen tag. 

• Related Articles

• Roles and permission types in Jusnote

  There are two user roles in Jusnote: Administrator and User. Administrator - an individual appointed by the Subscriber (a) as the primary administrative contact to resolve any issues related to disconnections from the Service and other problems ...

• First 5 steps to start using Jusnote

  To start using Junsote, you need to go through these 5 simple steps.  Step 1. Login Visit jusnote.com and tap on "Try for free" in the upper right corner. If you already have an account in Jusnote, just tap on Login and enter your credentials. Step ...

• How to manage groups

  A group is a team of two or more users that can be united to share specific matters or contacts. Please note that the Group is not identical to the Practice and was created to control access to confidential information of a specific matter or ...

• How to deactivate a user in Jusnote

  ​ How to deactivate a user in Jusnote If you want to block a user's access to the system and all of the data, you need to deactivate him from Jusnote. Luckily, it's very easy to do.  Go to your Settings; Tap on the Team section; Here you manage all ...

• Account management

  Account - an information record in the system about the Subscriber and the account administrator. By default, information about the Subscriber is used in invoices, bills, and other places of Jusnote. Subscriber - a person (usually a law firm or ...