A tag template is a sheet of tags you would like a user to fill in across your different contract types. This can be used to track information for reporting, set alerts, or use as form fill for E-Signature. Only administrators can create templates.
Definitions:
Tag: An individual field of data (i.e. Vendor Name, End Date, Start Date, etc.)
Template: A grouping of tags into a sheet to standardize the information being input across documents, typically by contract type
Instructions:
Step 1: Go to Tags tab, select Templates option from the dropdown.
Step 2: Select New Template.
Step 3: Name the template. This is typically a contract type that you’d like to standardize information across, such as an NDA, SOW, BAA, or Marketing Agreement.
Step 4: Move to the Manage Tag section to the right and choose existing informational tags to bring in.
Once you click Manage Tag, the Manage Tags multi-select screen will appear. Select the appropriate tags from the different categories. Note that you can also click Select All to add all tags from a category, or you can use the search bar on top to search for specific tags. Click Apply to apply the tags or Clear to remove your selections.
NOTE: We recommend using this list first and bringing in all existing tags before adding new tags to mitigate the creation of duplicate tags in the system.
Step 5: If there are any additional tags you would like your user to fill in that do not exist already, you can add a new tag and create new fields.
The Create Tag screen should appear once you click the Create Tag button. Fill out the:
- Name of the tag
- The Type of the tag (drop-down menu)
- The Description of the tag
- Use the checkboxes to choose whether you want to Select multiple values and/or Create dropdown menu
Click Save to save the tag or Close to back out.
Step 6: Once completed, hit Submit at the bottom, and the template will be created. The template is now available for users in the tag template dropdown in the document view. You will be able to modify the template at any time by clicking into the template name.
