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Templates Library

Client and Document Tag Management

Tags are flexible labels you attach to clients and documents to slice your library however you think without rigid folder hierarchies.

Manage tags

  1. Open Templates → Tags (or Settings → Tags).

  2. Switch between Client Tags and Document Tags.

  3. Create, rename, recolor, or delete tags.

Client tags

Use client tags to mark accounts: VIP, Past Due, Commercial, Referral Partner. Filter the Clients table by tag to focus on a segment.

Document tags

Document tags label envelopes and templates: NDA, Service Agreement, Monitoring Contract, Renewal. Filter the Signatures tab or template library by tag to find what you need.

Note: Deleting a tag removes it from every client or document it was attached to. The records themselves are not deleted.

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