How to add or revise Tags using "Edit Tags & Titles"

You can add or remove Tags at any time from Startwork Templates via “Edit Tags & Titles.”

What’s this mean? If you go to send Startwork to a recipient from the Approval Pipeline, and realize you forgot to apply Tags to the pages of a packet, you can now edit the Tag Settings in real time. Go to Startwork Templates and click “Edit Tags & Titles” next to any Version of any packet.

How to add or revise Tags after a packet is published:

• From Startwork Templates, click "Edit Tags & Titles" next to the packet Version you want to update. This will bring you to the Builder.

• Select a page thumbnail.
• If you want to edit the page's Title, enter the title in the space provided under "Add Page Titles."
• If you want to apply or revise Tags, select or de-select Tags via the check boxes under "Add Tags."

NOTE: You can custom name Tags from Startwork Templates via Tag Setup. 

• Repeat for each page (there is no way to select/ apply changes to multiple pages at once).
• Click "Save and Exit." 

NOTE: Changes made to Templates at the Project level do not automatically sync with Company level Templates and vice versa.