Any time a file is uploaded to the Electronic File Cabinet, at least one tag is required. 

E-File tags allow your organization to determine the degree to which individual User Roles can access tagged files. 

To locate the Electronic File Tag Administration page, click the nine dots icon at the top left corner to open the global menu. Under Home, select Administrative Console.

In the Administrative console menu on the left side of the screen, click Configuration, then select E-File Tag Administration. 

Tip: Take note of the Expand All and Collapse All buttons at the top right of the grid, and the down-facing arrow to the far right on each tag header. 

• To edit tags, we recommend clicking Collapse All for a more compact view. 
• To manage permissions associated with each tag, click Expand All or expand each tag individually by clicking the arrow.

 

Create a New Tag

To add a new tag, click the Add New button at the top of the grid. 

Enter a name for the tag and click Add New to save. 

Rename or Delete an Existing Tag

To edit the name of an existing tag, click the pencil edit icon in the tag header. 

To delete an existing tag, click the minus (-) delete icon in the tag header. 

Manage E-File Access

When expanded, each tag contains a sub-grid listing each user role. 

You may determine individually whether each role has access to view, edit, or delete files with this tag, and apply or remove the tag from files. You may also use the dropdown menus in the column headers to apply a setting to all rows within that column.

To save changes, click the Update button at the top right of the page.