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Tag an Item
- Log in to the Administrator Portal.
- Navigate to Settings > System Wide > System Tags.
- Select a Tag.
- Select an effective date.
- Select Tag New Items.
- Select the Tag Level of the items to tag:
- Lines
- Sub lines
- Line items
- Line item categories
- Line item schedules
- Supplemental questions
- Supplemental question options
- Claims
- Contacts
- Policies
- Policy Types
- To tag:
- All items, type in the Tag all items box.
- A specific item, type in the box across from the item you want to tag.
- To search for:
- All results of a scoped item, select the magnifying glass.
- A specific item (e.g., Coverage A), type the item name in the search box, and then select the magnifying glass.
- Once you are finished tagging items, select Done.
Create a Custom Tag
- Log in to the Administrative Portal.
- Navigate to Settings > System Wide > System Tags.
- Select Edit Custom Tags.
- Select +Add Tag.
Note: The new tag will be added to the bottom of the list of existing custom tags.
- In the New Custom Tag box, type the name of the new tag.
- Check whether the tag is Required. Only tags associated with a contact can require the user to input information.
- Check whether the tag should Show on the Dec.
- Check the area(s) of BriteCore to which the tag applies.
- Select Done.