Organize Your eSignature Documents Using BoldSign Tags

Have you ever found yourself searching through countless folders, trying to find that one important document you need right now? I’ve been there more times than I can count. To remedy this scenario, BoldSign has a cool feature that allows you to organize and retrieve your eSignature documents effortlessly!

Introducing BoldSign document tags—they’re like Gmail’s labels but for your important eSignature files, and they come with several advantages over the old-school folder system. Let’s explore how they can make your life much easier! These are a few of the advantages of BoldSign document tags:

• Multiple tags for a single document: Unlike folders where a document can reside in only one location, tags allow a single document to have multiple tags without creating duplicates. This flexibility makes it easier to categorize and locate documents.
• Enhanced searchability: You can quickly search for and find documents using their tags. Searching in folder-based systems is often clunky and confusing.
• Time efficiency: Adding or removing multiple tags is quick and simple, making document organization more efficient. In contrast, managing folders requires creating separate folders and individually moving documents, which is more time-consuming.
• Pinnable tags: You can pin the documents associated with a tag to the BoldSign dashboard to easily track their status.

What documents can I add tags to?

Every document! That includes the ones you’ve sent and the ones you’ve received from others. You can add tags to every document you see in My Documents.

Default document tags

The following tags are available in the BoldSign application by default to help you easily find documents by their status:

• Waiting for me
• Waiting for others
• Needs attention
• Completed
• Declined
• Expired
• Revoked

Custom document tags

As you’d expect, you can create any custom tags you want and assign them to your documents. You can also assign multiple tags to a single document.

Adding tags while creating a document

This is the most obvious usage. When creating a document, you can assign a tag/tags to it. Here is how it can be done.

1. Click Create New and select Create New Document.

2. You will be redirected to the Prepare document for signing page. Add the documents you want signed in the Add files section and add recipients in the Add Recipients section.

3. Scroll down to the Document settings section and add tags in the Tags field. You can add multiple tags by pressing Enter after typing each tag.
4. Once you’ve added all the necessary tags, prepare the document and send it for signature.

How to add tags to an existing document

So, you forgot to add tags while creating a document—everyone forgets sometimes, right? That’s why we made it so that you can add tags after you create a document, too.

1. Click the three dots in the document listing and choose Add tags.

2. Enter the tags you need, and then click Add and then Save.

Now you can see the tags associated with the document.

Filter documents based on tags

The following steps explain how to filter documents based on tags:

1. Click the Filter button next to the Search documents field. A list of the columns from the My Documents view will appear.
2. Open the Tags list and choose tags by selecting their corresponding checkboxes. You can choose one or multiple tags.
3. Click Apply Filter. All documents associated with the specific tags will be displayed.

The following animation shows how documents are filtered based on their tags:

You can also filter documents by just clicking their tags in the My Documents list, as shown in the following animation:

Pin documents associated with a tag to the dashboard

You can pin specific tags to your dashboard to quickly view the status of documents with those tags.

1. Filter your documents by a tag.
2. Click the Pin button at the top of the screen. A Pin to Dashboard window will appear.
3. Enter a name in the Widget Name field and then click Save & Pin. A new widget will appear on your dashboard, displaying the status of documents associated with the pinned tag.

Remove tags

If you want to remove a tag, just click the three dots in the document listing and select Manage tags. Click the Remove button next to each tag you want to remove and then click Save.

You can consult the documentation on using tags here: How to organize and manage documents using tags?

Conclusion

Document tags are an intuitive way for you to better manage and keep up with your eSignature documents in BoldSign. Tell us what you think about the feature in the comments below, and if you’d like to see it enhanced further.

Experience the utility of document tags by signing up for a 30-day free trial. For more details on this feature, schedule a demo, or for personalized assistance, contact our team via our support portal.

Related blogs

• How to Automatically Add Document Fields by Using Text Tags
• How to clone documents with form fields in BoldSign
• Explore the benefits of Signing Documents Electronically with BoldSign

Note: This blog was originally published at boldsign.com