Abstract's tagging system is a core component that you can leverage to cut through all the day's new bills and share with your clients, members, or colleagues only what they need. Here you will learn about setting up your tagging system and using it to track any bill that comes out of the legislature.
The naming for Abstract's tagging system, using the image above as reference, is as follows:
"Subject" is a Tag Title
"healthcare" is a Tag
The Tag Title and all of its Tags are known as a Tag Group
Creating & Editing Tags
You may create and edit all of the Tags in your workspace by clicking on the gear icon, as seen in the top right corner of the section pictured above. Clicking on this icon will display your workspace's Tag settings.
In this window, you can perform multiple actions:
Create a new Tag Group
Click on "Create Tag Group" and enter your Tag Title (i.e. Clients, Position) in the empty row.
Tag groups will be displayed on every bill so you can add tags to a bill quickly, from nearly anywhere in your workspace.
Creating a Tag in an existing Tag Group
Click into the box the right of the Tag Titles and type in your Tag. Once you are done, hit Enter and the Tag will be displayed in color. You may create as many Tags you choose under any number of Tag Titles.
After creating a new Tag Title, make sure to Save and refresh your page to guarantee your new Tag Title saves. We recommend doing the same after each of the following actions: after creating a Tag Title, after inputting a batch of Tags, and after deleting a Tag.
Deleting a Tag Group
To delete a Tag Group, click on the 'x' in the red circle to the right of your Tag Group, and enter the name of your Tag Title in the confirmation modal, after which the 'delete' button will become clickable. Make sure to save your settings to fully delete the Title.
Deleting a Tag
To delete a Tag in a Tag Group, click on the gray 'x' to the left of the Tag of your choosing, and type its name into the confirmation modal. Make sure to save your settings and refresh the page to ensure that the Tag is deleted from all bills in your workspace.
Note: Deleting Tags or Tag Groups will permanently remove the component from all bills and sections in your workspace.
Applying Tags to a Bill
Upon opening any bill page, navigate to the Tags section at the top right corner of the page. To add a Tag to a bill, click your cursor into the box and select your Tag, or type the desired Tag into the box to the right of the relevant Tag Title. As you type in this box, Abstract will offer suggestions based on the Tags that you have set up. Simply click on the Tag you'd like to apply.
You may apply as many tags to a bill as you'd like, then use these Tags to filter for bills using the Tags Filter on the Search page or Edit Settings of your Bill List.
How to Display your Tags in a Bill List (or Report)
Abstract's Tags are completely customizable. You can decide whether you'd like to keep them internal, or share Tags with people outside of your workspace via PDF export or Live Link.
To get started, first select your Bill List.
In your Bill List, click the purple "0 Tags Selected" button, shown below.
Check the boxes next to the Tag Titles you'd like displayed in your Bill List.
Refresh the page to see your Tags displayed in the right-hand column of your List. From here, you can easily add or delete Tags from bills in your List.
You can choose to include or exclude Tags in your export as well. To do so, first click Export, the purple button in the top-right corner of your List. Select "Add New Template," and under "Bill Information," you will find Tags.
To remove Tags from your Report, simply click on the six grey dots to the left of Tags, and drag Tags into "Don't Include." This will ensure that your Tags stay internal-only.
Have any questions? Reach out to Support using the Chat button in your Abstract workspace.