Drag and tag
"Drag&Tag plug-ins save you time
"Drag&Tag plug-ins save you time
and simplify the way you work"
Using Drag&Tag
Help section
Please review this area before contacting us but if your questions are not answered here please email support@dragandtag.com
Installation
Please see our requirements page.
The latest versions of D&T is available from here. Click the links and follow the on screen instructions.
D&T is available as a setup.exe that will install any pre-requisites or available as a .msi that support silent and unattended installation.
D&T is available as a setup.exe that will install any pre-requisites or available as a .msi that support silent and unattended installation.
Please ensure you have local admin permissions on your machine. If you are still experiencing issues send a screen shot and details to support@dragandtag.com
This could be due to a number of reasons
- 1. If you can see the top horizontal bar in your browser click the blue Drag&Tag logo and the sidebar should appear
- 2. If you cannot see the top horizontal bar ensure that your browser has 3rd party browser extensions enabled
From the browser 'Tools' menu click 'Internet Options' and click the 'Advanced' tab. Find the entry 'Enable third-party browser extensions' and ensure it is checked. If not, tick, and restart your browser.
- 3. Check that the D&T add-in is enabled
From the browser 'Tools' menu select 'Manage Add-ons' and locate the 'Drag & Tag' section. Ensure that all the Drag&Tag entries are enabled and restart your browser.
Setup and Configuration
Enterprise users can access the control panel to manage users, folders and view MI from the link in the 'Tools' tab of the Drag&Tag sidebar or from the Login link at the bottom of our home page.
If you have lost/forgotton or dont't know your passcode please use the forgotton passcode link on the login screen or click here
Note: you should only be required to login once
Note: you should only be required to login once
Enterprise administrator users can create users from the Enterprise Control panel (see above)
From the Users tab enter the required information and click the 'Add User' button. Note if D&T is integrated you need to check the integrated column and enter the corrent value in the 'CRM Username' column. If you are unsure as to what this is please contact support support@dragandtag.com
From the Users tab enter the required information and click the 'Add User' button. Note if D&T is integrated you need to check the integrated column and enter the corrent value in the 'CRM Username' column. If you are unsure as to what this is please contact support support@dragandtag.com
Enterprise administrator users can ammend teams from the Enterprise Control panel (see above)
From the 'Teams' tab you can see who each user is connected to. Right click a user to delete them from a users team or drag a user from the right to add to the team.
From the 'Teams' tab you can see who each user is connected to. Right click a user to delete them from a users team or drag a user from the right to add to the team.
General
You login from the D&T sidebar. Enter your email address and passcode. If you don't know your passcode click the forgotton passcode link. If you cannot see the sidebar see the installation section above.
There is a logout button on the D&T sidebar tools tab.
D&T stores all your data securely in the cloud so you can logout and move between machines safe in the knowledge that all your data is safe
See How do I install D&T? in the installation section above
Dragging & Tagging
You can tag whole or part web pages, emails from Outlook, documents from your desktop ad even parts of documents open on your machine.
Just highlight the email or part of the web page you are interested in and click 'Tag it' or drag it into the relevant folder in the sidebar.
To tag a document drag it into the relevant folder located in your browser sidebar.
Just highlight the email or part of the web page you are interested in and click 'Tag it' or drag it into the relevant folder in the sidebar.
To tag a document drag it into the relevant folder located in your browser sidebar.
To view the information you tagged double click the folder you tagged it into and then click the entry. To view more detailed information click the magnifying glass icon that will appear when the folder is opened.
Click the 'Import' button in the Outlook top horizontal D&T tool bar. You can then select the folder(s) you wish to import.
Open the folder that the item is in and select the item. Click the magnifying glass icon and on the screen that opens click teh trash can icon.
Integration
Enterprise users can integrate D&T with their existing corporate database. D&T is ready to integrate with most systems already so you probably just need to be setup. Contact us now and get integrated.
Enterprise users can integrate D&T with 3rd party site from the Enterprise control panel accessible from the D&T sidebar.