When you log in to Tagd, you land on the overview page. This article explains what you can find there, how to add contracts to the service, and what the different parts of the menu are used for.
The overview page and inbox
Your inbox is on the overview page. Here you can see the contracts that have been uploaded to the service and that you have access to manage.
Three ways to upload contracts
Drag and drop. Drag the contract files from your computer and drop them into the upload box in your inbox.
The Upload contracts button. The button is available on every page in Tagd, so you can upload contracts wherever you are in the service.
The account's email address. Each account has its own email address, which is displayed on the overview page. Anything sent to it will appear in the inbox.
The email address is useful when the contracts are already stored somewhere else:
Agreements in your email. If you’ve received an agreement by email, simply forward it to the account’s email address.
E-signing and other systems. If your e-signature service or another system can send agreements by email, have it send them to the account’s email address.
Paper agreements. Scan the agreements, for example using the office copier, and send them to the account’s email address.
Your account and settings
In the top right, you can see who’s logged in. If you have access to multiple accounts, you can switch between them here. Clicking your name gives you access to the following:
Your details. Here you can, among other things, add your mobile number. It is mainly used for two-factor authentication, if this is enabled for the account.
Activity. Your activity in the account, organized by type, such as tasks and documents.
Accounts. Which accounts you have access to and your permission level in each one.
Language. Change the language in the service. Tagd is currently available in four languages.
Log out.
Your details and agreements
Further down on the overview page, you can see upcoming tasks that you need to handle. The tasks are linked to agreements for which you are responsible.
Switch to All to also see tasks owned by others in your organization. In the same way, you can switch between your agreements and all agreements in the list below.
The menu on the left
The menu on the left takes you to the different sections of the service. Each section is described in a separate article.
Agreements – view a list of all agreements, sort and search.
Folders – browse the agreements in a folder structure. This makes it easier to navigate and provides clearer permission management.
Counterparties – view all counterparties in the system and their details. Administrators only.
Tasks – view the tasks in the system, either your own or those of the entire organization.
Reports – generate different types of reports to work with the agreements in the service.
Administration – add user groups, invite users, configure account settings and view the activity log.
Support and help center
At the bottom left, you’ll find the link to support and the help center. Clicking it opens a chat window where you can:
read the latest news about the service
ask questions and chat with support