Example : Create a tag and grant access to a team

You can create tags from any document's summary sheet (Users) or from your Company settings (Administrators). This article will illustrate how to create tags, then grant document access to a team via using these tags. 

Create a tag

As an Administrator, start by clicking on the Settings cogwheel, then Settings:

 Screen_Shot_2018-08-31_at_1.38.44_PM.png

Select Tags Management:

Screen_Shot_2018-08-31_at_1.40.39_PM.png

Click Add new tag:Screen_Shot_2018-08-31_at_1.41.51_PM.png

Enter the tag name and click Create:

Screen_Shot_2018-08-31_at_1.44.57_PM.png

 

Now it's time to grant access to the tag you just created.

In the Company settings menu, click on Document access:

Screen_Shot_2018-08-31_at_1.51.15_PM.png

Click on Add an access rule:

Screen_Shot_2018-08-31_at_1.59.37_PM.png

Click on Select tag then type in the tag name:

Screen_Shot_2018-08-31_at_1.45.27_PM.png

Click on Add/remove collaborators and select the users and/or teams you want to give access to this tag:

Screen_Shot_2018-08-31_at_1.45.43_PM.png

Click on Submit.

 

You're done!

The selected users and teams now have access to all current and upcoming Templates and Signed documents bearing this tag.

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