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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
Using the Reprocess AI Tag Extract Function on Documents
See more
Users
Using Tag Templates
Highlighting a Document
Setting Notifications on Documents
