Envelope Tags

Tags in Teranode Sign

Tags help your team organize and label envelopes consistently — making it easier to retrieve documents, track contract lifecycles, and stay audit-ready.

Who can use tags?

Role	Create/Edit Tags	Apply Tags	View Tags
Owner	✅ Yes	✅ Yes	✅ Yes
Requestor	❌ No	✅ Yes	✅ Yes
Signer	❌ No	❌ No	✅ Yes (read-only)

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How it works?

1. Admin Setup

Admins can create and manage tags in the Workspace Settings:

1. Go to Workspace Management → Tags

2. Click Create Tag

3. Add:

   • Tag Name (e.g., NDA, Invoice, Renewal: Q4)

   • Category (e.g., Document Type, Team, Stage)

   • (Optional) Description for guidance

4. Save the tag

Start with a focused set of 5–7 tags mapped to key workflows like audits, contract renewals, or compliance.

2. Requestor Workflow

A. Apply Tags During Envelope Creation

• Scroll to the Tags section in the envelope creation form

• Select one or more predefined tags

• Common examples:

  • Contract, HR, Owner: Legal, Q3 Review

B. Apply or Edit Tags Post-Submission

• Open the Envelope Detail View

• Locate the Tags field

• Add or remove tags as needed

Only admins and requestors can add or remove tags on envelopes they have access to.

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Using Tags in Search & Filter

• Go to the Envelope Dashboard

• Use the Tag Filter in the sidebar

• Combine multiple tags for precise results

  • Example: Region: EU + Policy: HR

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Best Practices

• Standardize naming: Align tags with your internal vocabulary

• Use categories: Help teams navigate large tag lists

• Drive lifecycle workflows: Apply tags like Expires: Q4 or Owner: Legal to trigger reviews

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Example Use Cases

Use Case	Tags Example
Audits	Owner: Legal, Version: v3, Active
Renewals	Expires: Q4, Renewed
Document type	NDA, Invoice, SoW, Amendment
Team/Region	Team: HR, Region: EU

TAGs Explained

29MB

Welcome to Teranode Sign Demo.mp4

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