How do I add and remove tags?

How do I add a tag in RFP360?

Adding tags in RFP360 is easy! Anywhere you see the Tags Field, you can add a tag. 


Click into the field and start typing. If the tag already exists, select it from the drop-down that appears when you begin typing. If you're creating a new tag, continue typing and hit ENTER or a hard return on your keyboard when you've completed the tag. Make sure you save the item you're working on. 



How do I remove a tag in RFP360?

Removing tags in RFP360 is just as easy as adding them. Simply click the 'x' on the saved tag to remove it. make sure you save the item you're working on. 




Can I add and remove tags in bulk in the Knowledge Base?

Yes! You can use the Bulk Actions menu in the Knowledge Base to add and/or remove tags from multiple content entries at once. 

Watch the video below to see how to add tags in bulk: 

In the video below, we'll show you how to filter your Knowledge Base to show all entries that have NO TAGS assigned, then add a tag(s) to selected entries using the Bulk Actions menu.

Watch the video below to see how to remove tags in bulk:

To remove a tag from multiple Knowledge Base entries, filter by the tag, then use the Bulk Actions menu to remove a tag(s) in a single action. 

NOTE: Depending on the number of entries returned in your search, you may need to update the number of entries shown at the bottom of the page.

General

  1. How do I get started?
  2. What browsers can I use for RFP360?
  3. How do I log in to RFP360?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. Why am I not getting emails from RFP360?
  6. What if I get locked out of my account?
  7. How do I unlock locked out users as an Administrator?
  8. How do I update password rules for users?
  9. How do I reset my password?
  10. What are some basics about the Home page I should know as I get started?
  11. Is there a spell check feature? What about auto-translate?
  12. How do I integrate RFP360 into Salesforce CRM?
  13. How do I initiate a new Proposal using my Salesforce integration?
  14. What is an account hierarchy?
  15. What are tags and why would I use them?
  16. How do I add and remove tags?
  17. How do I manage and cleanup my tags at the account level?
  18. Can I use Boolean search operators in RFP360?
  19. How do I update my credit card number?
  20. How do I change Billing plans?
  21. What is the difference between an RFP and a Proposal?
  22. How and when can I reach RFP360 Support?
  23. How do I update my email address?
  24. What can I do with the text editor?
  25. Adding images, attachments, tables & more with the new text editor
  26. How do I format text with the new text editor?
  27. Can I highlight text with colors?
  28. How do I clean up HTML formatting?
  29. Can I see my recent activity?
  30. How do I add a sub-account?
  31. Issues with saving or duplicating text in the text field?
  32. What is new for Responders in this latest release?
  33. I am a Subject Matter Expert. What do I need to do?
  34. What is my Company ID and where is it located?
  35. What account settings should I check?

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