Labels

Labels let you classify envelopes and find them later by contractor, project or department. Each label is a key: value pair. An administrator defines the keys for the whole organization and whoever works with the envelope assigns the value. That way, the whole organization classifies with the same categories.

Keys and values

A key is a category with a name, a color and a description, for example contractor, project or department. A value is what one specific envelope has in that category, for example Acme Inc., Renewal 2026 or Purchasing. Each envelope takes one value per key, for the keys defined in the organization. The envelope list shows each row’s labels and lets you filter by them.

Define the keys

On the Label Keys page (Labels in the menu), an Org Admin presses New Key and fills in:

Field	Rule
Name	Required, unique in the organization, up to 50 characters.
Color	Tells the label apart in lists.
Description	Optional, up to 200 characters. Use it to say which values are expected.

The administrator can also edit a key’s description or delete it. Deleting a key removes it from every envelope that used it, and the application asks for confirmation first. If you are a member and need a new key, ask your administrator. The steps are in Label keys.

Assign values

A Contributor assigns values in two ways:

• When creating the envelope, in the wizard.
• In the envelope detail, with + Add label: choose a key and type its value. This works in any envelope status, including after sending or completing it.

Each value has between one and 200 characters.

Agree on values with your team

A label’s value is free text. If several people label envelopes of the same project, agree on an exact value and record it in the key’s description, so that the filter brings them all together.

Filter the list by label

In the Envelopes list, the Filter by label… control lets you pick a key and type its value. You can combine several label filters: the list shows the envelopes that match all of them. Label filters also combine with the status, title, date and workspace filters, and can be removed one by one with Remove filter or all at once with Clear filters.

Permissions

Action	Who	Permission
See the keys and filter by label	Every user and API credential in the organization.	label:read
Assign or change values on an envelope	Contributors and Managers of the envelope’s workspace, and administrators.	label:assign
Create, edit and delete keys	Org Admins.	label:manage

Viewers and Auditors see envelope labels and filter by them. API credentials assign values in the workspaces where they are Contributors or Managers. See Organizations, workspaces and roles.