# 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.

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#### Adding of tags <a href="#h_01jaqa968y02ccqaxygc02gcy6" id="h_01jaqa968y02ccqaxygc02gcy6"></a>

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.

<div align="left"><figure><img src="/files/ItKfgp1PwKXjqCy3q8ZO" alt="" width="375"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="/files/3wdOi9jBspixsyoJyOoT" alt="" width="334"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="/files/o6CPqSjxgbxaoTJrXG7u" alt="" width="537"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="/files/NXkFJcHSQispDtS01h9g" alt="" width="326"><figcaption></figcaption></figure></div>

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.

#### &#x20;

#### Updating tags for several events at once <a href="#h_01jaq7w6fhvrsjb42x5xmx8yrg" id="h_01jaq7w6fhvrsjb42x5xmx8yrg"></a>

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.

<div align="left"><figure><img src="/files/KlyDkjVd4g6SDJqCpKJK" alt="" width="339"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="/files/Lc55BaGIqnLKLkBh5WD6" alt="" width="375"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="/files/TqcPJofPA4L19X3FeFAX" alt="" width="346"><figcaption></figcaption></figure></div>

#### 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.

<div align="left"><figure><img src="/files/y6s4a5LzvSmKQifZbDF1" alt="" width="375"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="/files/toQywwtfUfsUyAdTGwJs" alt="" width="375"><figcaption></figcaption></figure></div>

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**

<div align="left"><figure><img src="/files/fYMYKhjYZAdOjuEdGthI" alt="" width="375"><figcaption></figcaption></figure></div>

{% hint style="info" %}
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](https://guide.signspace.com/en/managing-your-organization-account/authorise-access-to-organisation-account-information) 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.
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guide.signspace.com/en/inserting-and-searching-meta-data/use-of-tags.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
