To begin, log into your portal (using your specified domain name and password provided in your welcome email. If you do not have this information, please email Shannon at sdavis@imaginetime.net).

Figure 1 shows the “All Workspaces” landing page. To create a new tag, select the “Frim Settings” link shown below in the menu bar on the left side of the page. This will load the “Settings:: Overview” screen (figure 2).

Figure 1 Screenshot from “All Client Workspaces” page showing the location of the “Firm Settings” link.

Figure 2: Select the “Custom Tags” link shown in (figure 2) to load the “Settings:: Tags” dialog screen (figure 3).

Figure 2 Screenshot of Settings: Overview screen showing the location of “Custom Tags” link

Figure 3 below is a screenshot of the “Custom Tags” screen. Each item in the vertical column labeled “Name” represents a custom file folder. Tag’s with a lock icon, in the last column to the right side of the screen can’t be deleted or modified. These are global tags created by the system itself.

You can create your own “Custom Tags” to organize client files and folders. Folders within folders are allowed. Custom “Tags” once created can’t be deleted.

Select the blue “New Tag” button to create a custom tag. See (figure 4) and (figure 5) for “Tag” types.

Figure 3 Screenshot of “Settings:: Tags::” dialog screen showing location of blue “New Tag” button.

You can create two different folders “Types” shown below (figure 4) and (figure 5) as “year” or “other”.

Once a custom folder is created a “gear icon” will show in the column with the “Lock icons” below (figure 6). You can select the new “gear icon” to edit the folder details, name, or type. You cannot delete the new customer tag.

Figure 6 Screenshot of “Custom Tags” dialog with a new tag showing “gear icon”.