Tags | Unity Onboarding

This article walks you through Unity Onboarding + KYC, if you are looking for help for the Unity Client ID Verification product, please view the resources here. If you are looking for help for the Unity PMS product, please view the resources here. 

Tags

Tags can be a good way to group certain individuals under a bespoke description. For example, maybe you want to see only the profiles of all parties involved with a property transaction.

Creating tags

1. In order to use tags, you will first need to create them. To do this, click on the cog at the top right of the screen and select ‘Tag configuration’.

2. Select ‘Add new Tag’, enter the tag name and click on ‘Save and close’.

Tagging individuals

1. To tag an individual, select the checkbox associated with that profile. This can be found on the individuals tab, but not from within the profile itself.

1. Select the cog where a pop-up menu will appear. Now click on ‘Add to tag’ where your newly created tag(s) will appear in the dropdown menu. Select your tag, then click ‘Save and close’.

You will now be able to filter by tags.

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