How to tag an envelope on hold

An envelope can be tagged as On Hold and further below you can see how to set the tag.
We can tag the envelopes to be “On Hold” if they are not ready to be approved and leave the comment why they are on hold. Tagging can be done from;

On Envelope > To Do list view
On Individual Envelope view (when it’s opened)

From Individual Envelope

Click the Pan Tool icon on top right corner of the individual envelope page.

Modal will appear to add optional comments.  (Character limit is 255)

“On Hold” Icon will appear to the end of the Envelope Title

The “On Hold” tag will appear in the To Do list view as well. And you can hover over it to see details

From To Do list view

Click the 3 dots and select Tag On Hold

Add the optional comments and save

On Hold Tag will appear in To Do list view and Individual list view (when clicking the envelope) and you can hover over the tags to see more details

Please note: Envelopes with On Hold tags will be unselected by default when Batch Approving envelopes.

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