# 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) |
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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
{% 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 %}
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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