Applying Tags and Statuses
Navigate to the desired Site Page.
Click Edit.
From here, you can add or modify Tags and update the Status of the site.
Figure 1: Editing tags and statuses on a site page.
Bulk Editing Tags
Administrators can manage tags across multiple sites at once:
Go to Settings > Site Tags > Bulk Tag Editor.
Add or remove tags for several sites in a single update.
Figure 2: Bulk Tag Editor in Site Settings.
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Configuring Tags
To create new tags:
Go to Settings > Site Tags.
Select Add Site Tag at the bottom of the page.
(Optional) Edit Site Tag Categories for advanced workflows.
Figure 3: Adding or editing site tags in the Settings menu.
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Configuring Statuses
To create or update site statuses:
Go to Settings > Site Statuses.
Click Add Site Status.
Define details such as:
Name and display order
Default status for new sites
Whether the status should appear on filtered lists by default
Whether reporting requirements apply to sites with this status
Figure 4: Adding and configuring new site statuses.
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Notes
Regular users can add tags and update statuses on sites they can edit.
Administrators have expanded options for creating and managing tags and statuses across the system.
For advanced workflows involving Site Tag Categories, contact SwiftComply Support for guidance.
β With Tags and Statuses, you can keep your site list organized, improve searchability, and streamline reporting for compliance management.