Tagging Clauses and Assigning Delieverables

Step 1: 

Highlight any relevant clause or section of text. 
In the tooltip that appears click Tag. 
You can apply an existing label or create a new one (e.g., "Code Requirement"). 
Once tagged, a tag icon will appear next to the clause 

Step 2: 

Tagged clauses remain highlighted and can be filtered later. 
You can tag multiple clauses with the same or different labels across document. 

Step 3: 

Navigate to Clause Filtering within All Apps.
Select a tag (e.g., “Code Requirement”) to view all associated clauses.
 

Step 4: 

Click the Export button and choose Export to Excel.

The exported list includes:

• Page number
• Clause text
• Labels applied
• Document reference
• This export serves as a clause-specific summary for review or action.

Step 5:

Assign the task to any collaborator who has access to the project.
Add a description or label as needed (e.g., “Submit design submittals”).
Assigned users receive in-app and email notifications.