With SeamlessDocs we make it easy for Citizens and Staff to submit forms but what is the best way to handle the data after it's been submitted? One of the great features that SeamlessDocs offers is a way to easily add tags to submissions as a way to allow you to add custom labels to your submissions.
The list of tags will appear in a form's submission manager both in a column labeled "Tags" as well as within the Submission Details panel under the "Tagged as" header.
Contrary to Stages, which can only have one per Submission, you can have multiple Tags per each Submission. If there are too many tags to display within the column, an icon will appear with the number of additional tags will appear. You can click this icon to view all those users.
You can add tags both manually on a submission-by-submission basis or automatically using the Submission Rule Builder.
How to Manually Add Tags to a Submission
From the Submission Manager, navigate to the submission you'd like to tag
Either directly in the column or in the Submission Details pane, click the Add Tag icon
Within the drop-down that appears, either scroll to find the desired tag or begin typing the name to search existing tags and click the desired matching tag, or
To create a new tag, type in the name and click "New Tag"
How to Remove a Tag
From the Submission Manager, navigate to the submission either within the Tags column in the Submission Details Pane
Simply click the X mark on the right side of the tag
How to Automatically Tag Submissions
To automatically add tags to submissions, you can create rules using the Submission Rule Builder.
NOTE: Tags can be seen by any users (including Visitors) who are Associated with, or Assign to, a submission. To learn more about how to grant users access to Submission please refer to our article on Assignments, Associations, and Permissions.