How to add and filter tags in the BoldSign Mobile App?

Tags help you organize and find documents easily in the BoldSign mobile app. You can add multiple tags to a document at any time—while creating it or later. Tags can also be removed when needed.

Adding tags while creating documents

Follow the steps below to add tags while creating documents.

• Tap the + button at the bottom of the dashboard.
• Select Create New Document and upload your file.

• Enter recipient details.
• In the Document Settings, add tags in the Tag field.
• You can add multiple tags here and proceed with the completion of the document.

Adding/removing tags from existing documents

You can add or remove tags from documents on the My Documents page or in the Document Info screen.

From My Documents Page

• Tap Documents in the bottom navigation and go to My Documents.
• Find the document and tap the context menu (three dots) next to it.
• If no tags exist, tap Add tags. If tags are already added, tap Manage tags.

• Add or remove tags as needed and tap Add tags.

From the Document Info Screen

• Open My Documents and tap on the document.
• In the Document Info section, tap the Edit icon in the Tags section.

• Enter new tags or remove existing ones and tap Add tags to save changes.

Filtering document using tags

• Open My Documents from the Documents menu.
• Tap Advanced Filter icon and select Tags.

• Choose the tags you want to filter by.
• Tap Apply filter to view documents with those tags.

• To remove the filter, tap Clear Filter at the top of the screen.