Assessment Setup: Tag Management

Use the Tag Management page [ Assessment Setup ➔ Tag Management] in the Vendor Risk Management application to manage vendor tags and document tags. The tags are grouped by vendor tags and document tags and are sorted in alphabetical order.

Vendor Tags

Classify your vendors and assign requirements that match the criteria.

What is a vendor tag?

Document Tags

Classify documents from your vendors.

What is a document tag?

Actions

Add a Tag

Instructions:

1. Select + Add Vendor Tag below the vendor tags or + Add Document Tag below the document tags.
2. Enter a name for the tag.
3. Select Confirm Tag Edit.

Edit a Tag

Instructions:

1. Hover over a tag and then select Edit.
2. Modify the tag name.
3. Select Confirm Tag Edit.

Only custom Document Tags can be edited.

Delete a Tag

Instructions: Hover over a tag and then select Delete.

Only custom Document Tags can be deleted.