How to Add Terms to Exported Documents

Created by Jason Pesek, Modified on Fri, 29 May at 11:09 AM by Jason Pesek

1. Login to the Loamy Dashboard.


2. Go to the Settings page by selecting it on the left-hand navigation menu.


        Screenshot 2024-11-13 095412.png


3. Scroll down until you see Terms, then enter in the Terms you would like to include


        Screenshot 2024-11-13 095440.png


4. Then go Applied Terms and choose which documents you want the terms on.


``Screenshot 2024-11-13 095440.png


5. Scroll back up and click Save


        Screenshot 2024-11-13 095412.png


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