Template Categorization

eSignGlobal supports setting classification labels for templates to facilitate quick management of templates.

Category Label Management

1. Workspace super administrators and administrators can click the “Manage Template Categories” button on the template list page to manage template categories.

2. In the category management pop-up window, you can add categories, delete categories, and rename categories. A workspace can support configuring up to 20 template categories.

Setting Categories for Templates

1. Template owners, administrators, and super administrators can click the plus sign below the template, select the label to be set for the template, and successfully add a category to the corresponding template.