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  2. Creating and Managing T&M Tags

Create a copy of an existing T&M Tag

If you are doing a repetitive or similar scope of work and creating a new T&M Tag each day, you will want to use our create a copy feature. Here is how it works.

You can either copy a tag from the mobile app or the website.  In both cases the Project, Title, Description, Reference Number, and Items will all be copied.
From the website, navigate to your T&M Log.  Click on "More" for the Tag you'd like to copy and choose "Copy Tag":
From the mobile app:
Copy a tag

  • First download and log in to the Clearstory mobile app. 
  • Go to the Sent T&M Log where it lists all of the Tags you have created. 
  • Find the one you want to create a copy of and click on the three dots to the right
  • Click "Copy Tag" and instantly a digital copy of that T&M Tag will be created. 
    • We note the word copy in the title so you can clearly tell it apart from the original, so make you edit the title.
  • Once the copy is created, simply update the details and send off a signature request
  • No more data entry!