Add a system tag

Tag an Item

  1. Log in to the Administrative Portal
  2. Navigate to Settings > System Wide > System Tags
  3. Select a tag
  4. Select an effective date
  5. Click Tag New Items
  6. Select the scope of the items to tag:
    • lines
    • policy types
    • sublines
    • line items
    • line item categories
    • line item schedules
  7. To search all results of a scoped item, click the magnifying glass. To search for a specific item (e.g., Coverage A), enter the item name into the search box, and then click the magnifying glass
  8. Tag the applicable items by typing in the text input box across from the item. To tag all items, type into the Tag all items text input box.

Create a Custom Tag

  1. Log in to the Administrative Portal
  2. Navigate to Settings > System Wide > System Tags
  3. Click Edit Custom Tags
  4. Click + Add Tag
  5. Title the tag in the New Custom Tag text input box
  6. Check whether the tag is Required. Only tags associated with a contact can require the user to input information.
  7. Check whether the tag should Show on the Dec
  8. Check the area(s) of BriteCore to which the tag applies
  9. Click Done