How to set up and manage document tags

Set up tags to categorize and filter your documents, making it easy to organize your contract library and track specific deal types.

Access your tag settings

Only administrators can access the tag library to create or edit the tags available to the rest of the team.

• Click on your profile image in the top right corner.
• Select Settings from the menu.
• Click Tags located under the Entity Settings section.

Create a new tag

You can create tags to represent anything from a specific product line to a geographical region.

• Click the + New Tag button.
• Enter a descriptive name for your tag.
• Click Save to add it to your entity's tag library.

Pro-tip: You can add these tags to templates so they are automatically applied every time a user sends a document from that template.

Manage and edit tags

If your naming conventions change, you can update existing tags or deactivate them to keep your list clean.

• To edit a tag, click on the Tag name or click the three dots to the right and select Edit.
• Update the name or toggle the status between Active and Inactive.
• Click Save to apply the changes.

Note: Marking a tag as Inactive prevents users from applying it to new documents, but it will remain on any documents where it was previously used.

Apply tags to templates and send-outs

You can automate your organization by attaching tags to your templates or adding them manually during the document delivery process.

• From a Template: Add tags to your templates so they are automatically included every time that template is used for a new document.
• During the Send-out: Manually add tags while you are preparing a document to be delivered to a recipient.
• Post-Signing: Tags can also be added to your signed documents within the contract management view.

View tags in your contract library

Once a document is signed, it automatically moves to the Contracts section where your applied tags help you identify deal types at a glance.

• Go to the Contracts tab in the left-hand navigation menu.
• Locate your signed document in the list.
• View your assigned tags, such as "renewal," in the Tags column on the far right side of the screen.

Note: This list shows all signed contracts, and the tags column helps you filter and organize your total contract value more effectively.

Delete a tag

You can remove tags from your library entirely if they are no longer needed, provided they are not currently linked to any documents.

• Click the three dots next to the tag you want to remove.
• Select Delete from the options.

Note: You cannot delete a tag that is currently in use. If you need to delete it, you must first remove that tag from all documents and templates where it is applied.