Add Turn Tracking Tags to Document Versions

This article will walk you through what turn tracking tags are and how to add them to current and previous document versions.

A turn tracking tag is a label that indicates which document versions were sent to or received from a counterparty. Turn tracking tags are automatically added to the relevant versions when you send out or receive a document. You can also manually add/delete them in the document’s Versions tab or the workflow’s Review section. If you have access to a workflow, you can view which document versions were sent to or received from a counterparty.

1. Click the workflow you're updating. A summary window displays on the right.
2. In the summary window, click Open overview page indicated by a two arrows icon.
3. Click the Documents section or a specific document within the section. Your document(s) and version history displays.
4. In the Versions panel on the right, click the version you want to add a turn tracking tag to.
5. Click Add label. Select one of the following:
   • Shared with [Counterparty]: The document version was sent to your counterparty.
   • From [Counterparty]: The document version was received from your counterparty.
   • Custom Label: Enter your own identifying text for the document version.

You can check the status of the current turn, including whether it’s with your company, the counterparty, not yet started, or disabled, directly in the progress banner at the top of the workflow. Learn how to enable turn tracking.