Use of tags

The use of tags brings many benefits, especially for organisations that have a large number of contracts and other content to manage or want to use tags to follow-up a certain process.

With the help of tags, content can be grouped and filtered efficiently. Tags make it easier to find the content you need.

Adding of tags

Tags can be added to signature requests, polls, discussions, and tasks. In the Files view, tags are displayed for files of respective activities.

Anyone can add tags and they are only visible to users in the person's own organisation.

You can add tags either in the lists, in the activity details view, or in the files view.

You can add and remove tags in the list view by pointing to the desired line with the mouse, clicking on the tag icon that appears on the list, and adding/removing the desired tags.

Tags are added in the activity Details view by clicking the tag icon.

In the Files view, tags are added by clicking the tag icon.

The tag icon opens a window for adding and removing tags.

Click X to remove tags

Add tags either by clicking on the displayed Commonly used tags or by typing the name of the tag in the Search or add tag field.

Commonly used tags list shows max 15 most commonly used tags, Most popular in order.

Updating tags for several events at once

You can make updates to tags for several activities at once.

First, click on the icon at the top right of the list, which allows you to select several activities.

Then select the activities you want to edit from the list.

Click Tags from the list's toolbar and make the necessary edits, which will update all selected activities at once.

Searching with tags

Searching for activities is made faster by using tags.

Enter the name of the tag in the search field of the list and select the tag with which you want to search.

All activities with the tag you selected are displayed on the list.

If you wish, you can further refine your search by entering more search criteria in the search field.

You can also search using the tag shown in the list by clicking on the tag and selecting Search for this tag

With the help of tags, you can create a light tracking of work steps. Add a descriptive tag for each work step and instruct users to always change the tag to the next agreed tag after each work step. For example: Insurance > Billing > Execution.

If you use templates to make signature requests, you can already define the first work phase tag on the templates, and the tags added to these will be inherited for the signature requests made based on the templates.