# 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.