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:
Select Tags Management:
Click Add new tag:
Enter the tag name and click Create:
Now it's time to grant access to the tag you just created.
In the Company settings menu, click on Document access:
Click on Add an access rule:
Click on Select tag then type in the tag name:
Click on Add/remove collaborators and select the users and/or teams you want to give access to this tag:
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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