Can I categorize the documents?

BoldSign allows you to categorize the documents by adding tags. Tags can be added during the document creation process or after creating the document. A single document can have multiple tags, allowing you to easily locate related documents.

Follow the steps below to categorize the documents:

• Click on Create New, go to Create New Document and you will be directed to the Prepare document for Signing page.
• Add files and recipients on the respective fields.
• Scroll down to the Documents Settings section and add a tag on the Tags field. You can add multiple tags by pressing the enter button after a tag is entered.

• Fill in any other required fields and send the document for signature.
• Similarly, you can add the tag name for any document. The documents that have the same tag name will be categorized. When you use tags to search for documents, a list of documents associated with that tag will be displayed.

• You can also add tags after sending the signature request by using the Add tags option on the My Documents page.

Refer to this article to know more about tags: How to organize and manage documents using tags.