Add a system tag

Tag an Item

1. Log in to the Administrator Portal.
2. Navigate to Settings > System Wide > System Tags.
3. Select a Tag.
4. Select an effective date.
5. Select Tag New Items.
6. 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
7. 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.
8. 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.
9. Once you are finished tagging items, select Done.

Create a Custom Tag

1. Log in to the Administrative Portal.
2. Navigate to Settings > System Wide > System Tags.
3. Select Edit Custom Tags.
4. Select +Add Tag.

   Note: The new tag will be added to the bottom of the list of existing custom tags.

5. In the New Custom Tag box, type the name of the new tag.
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. Select Done.