Manage tags

In the Tag Maintenance screen, you can add and edit tags that will appear in the tag dropdown list of the claim file header and the exposure file header. You can also remove tags from the Tag Maintenance screen, and they will no longer appear in the dropdown list.

To add a tag:

  1. Select + Add Tag. The Add Tag dialog box will open.
  2. In the Name box, type the name of the tag. This name will appear in the Tag column of the table on the Tag Maintenance screen and in the tag dropdown list.
  3. From the Tag Level dropdown list, select the level the tag can be applied to. If the tag can be applied to both levels, select Claim and Exposure.
  4. In the Rule Description box, type the description of the rule applied to the tag, if applicable.
  5. In the Rule URL/API Link box, type the URL of the rule applied to the tag, if applicable.
  6. When you’re finished adding information, select Save. If you select Cancel, you will return to the Tag Maintenance screen without saving the information you added.

To edit a tag:

  1. In the Tag Maintenance table, navigate to the Actions cell of the tag you want to edit.
  2. Select the ellipsis. A dropdown list will appear with available actions.
  3. Select Edit. The Edit Tag dialog box will open.
  4. Complete the edits you want to make to the tag.
  5. When you’re finished editing information, select Save. If you select Cancel, you will return to the Tag Maintenance screen without saving the changes you made.

To remove a tag:

  1. In the Tag Maintenance table, navigate to the Actions cell of the tag you want to remove.
  2. Select the ellipsis. A dropdown list will appear with available actions.
  3. Select Delete. A Delete Tag pop-up window will open with the following message:

    Are you sure you want to delete <Tag Name>?

  4. Select Yes to proceed with deleting the tag. If you select Cancel, you will return to the Tag Maintenance screen without removing the tag.