SignedXLabels
Create custom labels to categorise, organise, and filter your envelopes from the sidebar.
Overview
Labels serve as organisational tools within SignedX, enabling users to group envelopes by specific criteria such as document type, client, project, or workflow stage. Once created, labels appear in sidebar navigation under the Labels section for quick filtering and viewing.
Access the Labels page via Settings > Labels (requires Admin privileges).
Labels List
The Labels page displays a table containing:
- Name — The label identifier
- Created by — The team member who established the label
- Created — The creation date
A search bar enables quick label lookup.
Creating a Label
If groups exist in your setup, select which group receives label access (default: all users and groups).
The label becomes immediately available for envelope assignment and appears in the sidebar.
Editing a Label
Click Edit adjacent to the desired label, enter the revised name, and save changes.
Deleting a Label
Click Delete next to the target label. This action removes the label from all associated envelopes.
Adding Labels When Sending
After uploading documents, entering recipient information, and adding fields, locate the 4. Review envelope section.
Adding Labels to Existing Envelopes
From the Envelopes dashboard, locate and click Open on the target envelope.
Filtering Envelopes by Label
Labels appear in the left sidebar under the Labels section. Clicking any label filters the Envelopes view to display only those with that label applied, facilitating envelope discovery without manual searching.