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Help Center
Tags & Templates
New User FAQ
Administrators
Settings
Documents & Folders
Getting Started
Document Management
Folder Settings
Tags & Templates
Admins
Users
User Permissions & Privacy
Create and Collaborate
Reports
Electronic Signature
Users
Admins
Signers
Training Videos
Reporting
Tips, Tricks, & Best Practices
E-signature
Repository
Account Setup
APIs
Tags & Templates
Learn about creating and using tags & templates in reporting, setting alerts & notifications, and more.
What’s New: AI Contract Extract
Admins
How to Create a Tag Template
Creating Custom Tags
Bulk Notification Changes
How To Bulk Modify Tags
How Tag Type Affects Reporting
See more
Users
Using Tag Templates
Highlighting a Document
Setting Notifications on Documents
