# Envelope Tags

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) |

***

## 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

{% hint style="info" %}
Start with a focused set of 5–7 tags mapped to key workflows like audits, contract renewals, or compliance.
{% endhint %}

### 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

{% hint style="info" %}
Only admins and requestors can add or remove tags on envelopes they have access to.
{% endhint %}

***

## 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`

***

## 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

***

## Example Use Cases

<table><thead><tr><th width="275.7421875">Use Case</th><th>Tags Example</th></tr></thead><tbody><tr><td>Audits</td><td><code>Owner: Legal</code>, <code>Version: v3</code>, <code>Active</code></td></tr><tr><td>Renewals</td><td><code>Expires: Q4</code>, <code>Renewed</code></td></tr><tr><td>Document type</td><td><code>NDA</code>, <code>Invoice</code>, <code>SoW</code>, <code>Amendment</code></td></tr><tr><td>Team/Region</td><td><code>Team: HR</code>, <code>Region: EU</code></td></tr></tbody></table>

## TAGs Explained

{% file src="/files/amcQIqotoWL4eyp0zZnz" %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.teranode.group/teranode-sign/getting-started/envelope-tags.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.