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Reassign a Document’s Tags
Case Management

Follow these steps to edit the tags for a client’s documents in ESCASES.

  1. Log into your ESCASES portal.
  2. Open the navigation menu. 
  3. Select “Client Management”.
  4. Select the appropriate program.
  5. Locate the profile you wish to view.
  6. Click the arrow next to their name to expand the profile.
  7. Click on the profile information to open their profile.
  8. Select the appropriate action plan.
  9. Select the “Documents” tab.
  10. Click the “Actions” button next to the document you wish to update.
  11. Click on “Edit” in the dropdown menu.
  12. Select the appropriate tags
  13. Remove any unnecessary tags by clicking the X next to the tag.
  14. Click the “Submit” button.

Congratulations! You have updated the tags for your document.

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