🎯 Quick Reference Guide

Key Capabilities

What You Can Do

Tags & Organization

• ✅ Tag any order or subject anytime
• ✅ All users can create tags
• ✅ Tag bulk orders as a group
• ✅ Share specific tags externally
• ✅ 30-character tag names with spaces

Search & Filtering

• ✅ Search within each section
• ✅ Use quick filter presets
• ✅ Combine multiple filters
• ✅ Filter by status and outcome
• ✅ Time-based filtering

Subject Portal

• ✅ Real-time progress tracking
• ✅ Interactive checklist view
• ✅ Document upload capability
• ✅ Save and return functionality
• ✅ White-labeling (Premium/Enterprise)

Key Limitations

What You Cannot Do (yet)

Tags & Organization

• ❌ No bulk tagging for subjects
• ❌ No central tag management
• ❌ Cannot add multiple tags at once
• ❌ No tag directory or list
• ❌ No tag permissions/restrictions

Search & Filtering

• ❌ No global search across sections
• ❌ No saved custom filters 
• ❌ No advanced search operators
• ❌ No search history
• ❌ No wildcard searching

Best Practices Summary

Daily Operations

1. Start each day with My Orders + Waiting on Organization
2. Tag immediately after creating orders
3. Use consistent tag naming conventions
4. Check correct section before searching
5. Monitor subject progress regularly

Weekly Tasks

• Review and clean up unused tags
• Check pending orders with filters
• Follow up on incomplete subjects
• Update team on tag conventions
• Review search patterns for efficiency

Common Workflows

New Order Process

1. Create order
2. Apply relevant tags
3. Add to bulk group if applicable
4. Set priority with tags
5. Monitor through filters

Finding Information

1. Navigate to correct section
2. Try quick filters first
3. Add search terms if needed
4. Check multiple sections if unsure
5. Use tags for categorization

Subject Support

1. Send clear initial instructions
2. Monitor progress indicators
3. Respond to contact quickly
4. Check for action items
5. Follow up on delays

Subscription Feature Matrix

Coming Soon Features

• 🔜 Custom saved filters
• 🔜 Enhanced tag management
• 🔜 Advanced search operators
• 🔜 Bulk subject operations
• 🔜 Additional portal customization

Top Tips for Success

For New Users

1. Master quick filters before complex searches
2. Create simple tags and expand gradually
3. Document your tag system for team consistency
4. Check subject progress daily
5. Provide clear information to subjects

For Power Users

1. Combine filters for precise results
2. Use tag prefixes for organization
3. Create workflow tags for process tracking
4. Monitor completion times for optimization
5. Leverage bulk orders for efficiency

For Administrators

1. Establish tag conventions organization-wide
2. Train team on search best practices
3. Set up standard workflows with tags
4. Monitor feature usage for upgrades
5. Plan for upcoming features in workflows

💡 Final Pro Tip: The platform is designed for flexibility - don't over-engineer your processes initially. Start simple, measure what works, and incrementally improve your workflows based on actual usage patterns.