Tags help you categorize and find your documents more easily within GetAccept. You can add existing tags from your Tag Library or create new ones (if you’re an Admin).
A send-out refers to a specific instance of a document you send for signing — tags make these send-outs easier to organize and report on.
Step 1: Locate the Document Tags field
After uploading or creating a new document, look for the Document Tags field next to the Document Name at the top of your screen.
Step 2: Add an existing tag
Click inside the Document Tags field.
Start typing the name of an existing tag.
Select the tag from the list or press Enter to add it.
You can add multiple tags to the same document to help track deals, departments, or internal campaigns.
Example: Add tags like “Q4 Deals”, “HR Onboarding”, or “Partner Contracts” to organize your documents.
Step 3: Create a new tag (Admin users only)
If you’re an Admin and the tag doesn’t already exist, you can create one directly from the Document Tags field:
Type the new tag name.
Press Enter to create and apply it instantly.
The new tag is automatically saved in your Tag Library for everyone on your account.
Learn more: Manage your Tag Library in Account Settings
Step 4: Use tags to filter and track documents
Once added, tags make it easier to:
Filter documents in your Documents dashboard and Contract Management.
Group and report on send-outs by project, client, or team.
Maintain consistent tracking across your organization.