Bug #6535
Updated by Neela Chinnappa 12 days ago
1. Login the LexiZ
2. Click on Documents module - Upload new
3. Select Matter / Client / Firm
4. Select document
5. Click on edit metadata
6. Click on Add tag
7. Fill tag and tag type
8. Click on save [not required to click add button]
Tag will be added successfully.
Note: Applicable for view documents - update tag as well
https://drive.google.com/file/d/1axwAKgxkMlD7n-_gcggxUbXDv7w3jDIU/view?usp=drive_link
Note: Applicable for create matter - Document upload and view matter - Upload new documents as well