Purpose

Some firms have workflow needs that require tracking within Assemblage.  This can be achieved in Assemblage by utilizing Custom Tags.  Your Assemblage Advisor can assist you in setting up the columns.

How to Use

Custom tags can be anything you'd like to assign to a particular assembly.  In our example, we'll be using the date a particular assembly was printed.

Add Custom Tags:

Highlight the Assembly(ies) you wish to tag, right-click and choose "Custom Tags" (select from the available custom tags):

In the Modify Tag window, confirm the number of Assemblies you wish to tag, and choose the "Set Tag(s) to:" radio button:

Type any value you'd like into the window below:

Select "OK" to add the tag:

Clear Custom Tags:

Upon completion of your reporting process, you may wish to clear the custom tags.  To do so:

Highlight the Assembly(ies) in which you wish to clear the tag, right-click and choose "Custom Tags" (select from the available custom tags):

In the Modify Tag window, confirm the number of Assemblies in which you wish to clear the tag, and choose the "Clear Tag(s)" radio button:

Select "OK" to clear the tag: