How to manage team documents using tags in the mobile app?

Tags help you organize and quickly locate team documents in the BoldSign mobile app. You can filter documents by tag and pin filtered results to your dashboard for quick access.

View team documents by tag

• Click the Documents menu and select the Team Documents option.

• Tap the Filter icon.
• In the Tags field, enter the tag name that you want to use for filtering.
• Apply the filter.

• All documents associated with the selected tag will be displayed in the Team Documents list.

Pin tagged documents to the dashboard

• After filtering documents by tag, tap the Pin icon at the top of the page.
• In the dialog box, enter a name for the widget.

• Click Save.

The widget is added to your dashboard for quick access to documents associated with the selected tag.

Manage a pinned widget

On the dashboard, locate the pinned widget.

• Tap View Filter to view the filtered documents.
• To manage the widget, open the context menu and select:
  • Rename filter to change the widget name.
  • Delete filter to remove the widget from the dashboard.