How to manage team documents using clickable tags?

BoldSign allows you to efficiently manage team documents using clickable tags. Instead of manually applying advanced filters, you can simply click a tag to instantly view all associated documents. You also have the option to pin the filtered documents to your dashboard for quick and easy access.

Follow the steps below to manage team documents using clickable tags:

• Click the Documents menu and select the Team Documents option.
• On the Team Documents page, click the tag you wish to filter by.
• All documents associated with that tag will be displayed. To further narrow down the results, click another tag from the initial filter result, and only the documents with both tags will appear
• To pin the filtered documents to your dashboard, click the Pin icon at the top of the page.
• A dialog box opens and requests a name for the widget. Enter the name and click the Save & Pin button to save the widget to the dashboard.
• The pinned filter widget will now appear on your dashboard for quick access.
• You can easily view the filtered documents by clicking the View Filter option on the pinned statistics widget.
• To manage the widget, click on the context menu to either Rename or Delete it.