Once your document has been uploaded, you're able to tag the document for signatures by clicking the three dots on the document thumbnail and selecting the Tag option.
Note: Only uploaded documents have the ability to be tagged. Forms generated from the Side library are already tagged for the buyer or the seller. Uploaded documents will contain a blue "uploaded" tag.
New: When you upload an offer package, Side will automatically detect if it matches a known document type and offer to add signature, initial, and date tags for you. Look for the auto-tagging banner when you upload. You can still tag manually if you prefer, or edit any auto-added tags before sending.
How do I add or remove a signature tag?
