When editing a document, you can add tags next to the document by clicking on the Tags tab and start writing in the Tag name field. You can do the same in the Content / Description field. More tags can be added by clicking on the Add another tag button. Tags can also be added automatically in the event of API integration.
Tags are displayed on the Inbox screen and provide useful information about the documents in the envelope without the need to open each envelope and document. Tags can be used for filtering, searching, and sorting. Once you click in the search field, a list of all tags used in documents on your accounts will open.