Tag Bills for Clients, Issues, and Positions

Categorize bills your way

Updated over a week ago

In this tutorial, we will cover how to create tags for your clients, issues, positions, and more. Then, we will cover how you can search for bills using those tags.

Tags are indicators appended to individual bills and based on criteria you define. The most commonly created Tag Titles (or the overarching category by which you sort your bills) on Abstract are Clients or Organization, Position, Priority, and Subject/Issue Area.

To get started, navigate to the Search page and click on any bill. Here, on the top right hand side of the bill page, is where you can find your tags.

Let’s create our first tag by clicking on the Tag Settings button, which is the gear icon located on the top right corner of the page. This will open our Tag Settings panel.

Tags Settings

Next, click Create Tag Group. In the white box on the left, type in the Tag Title, such as Clients, Issue, Position, or any other set of tags. In this example, let’s create Clients. Once the Tag Title is set, click Save and refresh your page.

Clients Tag in Settings

Now, Clients will be an option available on every bill. To add our individual clients, let's go back to the Tag Settings panel. In the box to the right of clients, enter any clients you would like to tag bills for. Hitting the enter key on your keyboard will create a tag for your client. Be sure to click on Save and refresh the page when you are finished.

Clients Tag Populating in Settings

Using the steps above, we’ve created tags for Clients, Issues, and Position.

Now we can quickly tag any bill for a client, an issue, and/or a position. We can also quickly remove a tag by clicking the X.

Once bills have been tagged, you can use the Tag filter on the Search page or in Edit Settings in a Bill List to find bills you've tagged. Select a Tag from the Tags Filter, and only bills you have tagged accordingly will be shown.

Selecting a Tag Title or Titles from the Tags Filter will show you all bills tagged for that Tag Title (i.e. selecting Priority will show you ALL priority bills, high, low, and medium). Selecting multiple Tag Titles will show you all bills tagged with any of the selected Tag Titles.

However, please note, selecting multiple Tags in the Tags filter will only show you bills tagged with ALL of the selected tags.

Think: When using the Tag Filter, Tag Titles work on an OR basis, while Tags work on an AND basis. Use Tag Titles when you want a more broad search, and Tags for a more granular search.

Did this answer your question?