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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
Reports
Electronic Signature
Admins
Users
Signers
Customer Training Videos
Account Setup
E-signature
Reporting
Repository
Tips, Tricks, & Best Practices
Tags & Templates
Learn about creating and using tags & templates in reporting, setting alerts & notifications, and more.
Admins
Creating Custom Tags
How Tag Type Affects Reporting
How to Create a Tag Template
Bulk Notification Changes
How To Bulk Modify Tags
See more
Users
Using Tag Templates
Setting Notifications on Documents
Highlighting a Document
