It is possible to filter the document templates that are displayed to a CRM user based on a tag specified on the template.
To indicate which entity a template may be presented to, add a comma delimited list to the template tag using the syntax:#entityfilter:{entity1[,entityN]}
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For example, to display a template only when the AssureSign document is being launched in the context of an account, use the following tag:
#entityfilter:{account}
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To display a template when the AssureSign document is being launched in the context of an account or a case, use the following tag:
#entityfilter:{account,incident}
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To display a template when the AssureSign document is being launched directly, unlinked to another entity, use:
#entityfilter:{asign_assuresigndocuments}