Add and Manage Correspondence Tags

Correspondence tags make it easier to organize, filter, and find the right communications within a case file, which helps when you’re reviewing a case’s history.

To add a correspondence tag

1. Go to Case Files > Settings > Correspondence Tags.
2. Click Add tag.
3. Enter a tag name, then click Save.

To edit a correspondence tag

1. Go to Case Files > Settings > Correspondence Tags.
2. Hover over the tag and click Edit.
3. Change the tag name, then click Save.

To delete a correspondence tag

1. Go to Case Files > Settings > Correspondence Tags.
2. Hover over the tag and click Delete.
3. Click Delete again to confirm.