How to add tags to templates in the BoldSign mobile app?

In the BoldSign mobile app, tags help you organize templates and quickly find them using filters. By adding tags, you can group related templates and improve search efficiency.

You can add tags while creating a template or update them later. A single template can have multiple tags.

Adding tags while creating templates

Open template creation

• Open the BoldSign mobile app, tap Create New, and select Create New Template.

Upload documents

• On the Prepare Template page, upload your document in the Upload Documents section.

Add roles and template details

• Add roles in the Add Role(s) section
• Enter the Title and Description

Add tags

• Scroll to Template Settings, then enter values in the Tags field.

Configure fields

• Go to the Configure Fields page and assign the required form fields.

Save the template

• Tap Create Template to save.

Adding/removing tags from existing templates

From My Templates page

• Tap My Templates, to view the template list.
• Find the template you want to update 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 to save your changes.