I am looking for detailed instruction on how to set up tags and categories for our policies.
Hi @Kara_Cruz! Policy Categories and Tags is covered in the Admin Onboarding training, you can find a recording here. The section you are looking for starts at about 11:20 in the video.
Here are some step by step guides you may also find helpful:
thank you for this information. We have existing tags set up. When we changed/updated them in the past, we realized that it overrode previous expenses and we had a clean up process on our hands. We want to avoid this but not clear enough how the system works. Is there a way to establish a cutoff?
Also, I couldn't get into the onboard admin training link
Is there a way to create a test platform so I can practice creating tags without impact to our actual platform
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