Keywords in Visma Sign are identifiers that can be attached to documents to make it easier to classify, organize, and search for them in the archive.
Keywords can describe the content or topic of a document, or relate to, for example, a specific project. They allow you to group documents based on project numbers, subjects, or other relevant identifiers.
Once keywords have been added to documents, they can be easily found using the search function. Tags serve both as powerful search filters and as a logical way to structure your document collections.
How to add keywords to documents
Go to the Documents view and select the document you want to edit.
Scroll down until you see the section titled Contract Details.
Click the Edit button to add a keyword.
In the Add keyword field, you can search for existing tags and select a suitable one, or create a completely new tag.
How to remove keywords from a document
You can remove tags from the same view. Simply click the X next to the tag you want to remove.
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