Legatics

In this article, you will learn more about how to create categories and tags, and how to use them in your templates to make your transactions more efficient. 

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- <a href="#h_e8aad95d29">Categories</a>
- <a href="#h_024d4c49ef">Tags</a>

To create a new category you need to click on the "+Create category" button in the navigation bar.

Give your category a name, then press "Create".

Your new category will be displayed in your Templates overview page.

Please note: If you are trying to create a category that has the same name as one of your existing categories, you won't be able to add that.

1. To create a new category you need to click on the "+Create category" button in the navigation bar.
 
 
 
2. Give your category a name, then press "Create".
 
 
 
3. Your new category will be displayed in your Templates overview page.
 
 
 Please note: If you are trying to create a category that has the same name as one of your existing categories, you won't be able to add that.

If you wish to rename your categories please follow the steps below:

1. Click on the "Rename category" button.
    
   
    
2. Rename your category then press "Save".
    


In your template overview page click on the cog icon which says "Update settings".

From the drop-down, select the category that you wish to assign your template to, then press "Save".

1. In your template overview page click on the cog icon which says "Update settings".
    
   
    
    
    
2. From the drop-down, select the category that you wish to assign your template to, then press "Save".
    
   
    

Note: Empty categories are not shown to users.

Click on the "Bin" icon within the category that you would like to delete.

To confirm the deletion type "Delete Category and Templates" then press the "Delete category" button.

1. Click on the "Bin" icon within the category that you would like to delete.
    
   
    
2. To confirm the deletion type "Delete Category and Templates" then press the "Delete category" button.

You can use tags to find your templates quicker. 

 On the template that you would like to add tags to, click on the "Cog" icon which says "Update settings".

In the tag field, type the tags you would like to add. Then press "Save".

Note: You need to hit enter and click outside of the field after each tag you add.

1. On the template that you would like to add tags to, click on the "Cog" icon which says "Update settings".
 

2. In the tag field, type the tags you would like to add. Then press "Save".
 
 
 
 Note: You need to hit enter and click outside of the field after each tag you add.

 If you wish to rename your tags, click on the "Cog" icon which says "Update settings".

Hover over the tag with your touchpad mouse. When it turns green, double right-click on it then rename it, click outside of the text field and press "Save".

1.  If you wish to rename your tags, click on the "Cog" icon which says "Update settings".
    

2. Hover over the tag with your touchpad mouse. When it turns green, double right-click on it then rename it, click outside of the text field and press "Save".
    
   
    

 To add tags to your template, click on the "Cog" icon which says "Update settings".

In the "Tag" field, select the tags from the drop-down that you would like to add then press "Save",

1.  To add tags to your template, click on the "Cog" icon which says "Update settings".
    
   
    
2. In the "Tag" field, select the tags from the drop-down that you would like to add then press "Save",
    
   
    

If you have any further questions please get in touch with us at <a href="mailto:support@legatics.com" rel="nofollow noopener noreferrer" target="_blank">support@legatics.com</a>.