Users are able to tag their send-outs to organize documents and make them easier to find.
To ensure your tagging system does not get out of control, we limit users to the tags their admin creates in the Tag section under Settings.
How to navigate to your Tag settings
Please note: Only an admin can edit tags and create new tags and has access to the tag library |
How to create a tag
You can add tags to templates, so they automatically show up when the template is selected for a send-out, or they can be added manually to any send-out you're delivering. They can also be added to your signed document in contract management. |
How to manage a tag
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How to delete a Tag