Labels

Labels are colour-coded tags which can be added to files on a matter, providing similar functionality to folders.

By making use of the label filter, you can then easily find any correspondence saved to a matter!

Users require permission to create, edit, merge or delete labels.

Creating labels

1. Navigate to Settings > Labels
2. Select + Create
3. Provide a Name for the label
4. Select a Colour
5. Save

Merging labels

Merging allows you to combine two or more labels into a single group.

Existing labels saved to a matter will be retained. Existing labels assigned to templates will be updated to the newly merged label.

If a label is renamed or deleted, existing labels on a matter will be retained but the colour of the label will change to grey.

1. Tick the checkboxes next to the labels you’d like to merge
2. Select Merge
3. Provide a Name for the new label that will be created
4. Select a Colour
5. Save

Adding Labels

Labels can either be added:

• Manually to items within a matter
• Automatically via your templates and forms
• When attaching correspondence using the Outlook and Word Plugins

Manually

To label files on a matter:

1. Navigate to the required matter
2. Within the Folder tab, locate the relevant file
3. Select the label icon on the right hand side of the file If a label is already assigned to an item, select the existing label to add or edit them further.
4. Choose the required label(s) you would like to apply

You can have a maximum of three labels per item.

Select ‘Manage’ at the top of the label search bar to add or edit your organisations labels.

1. Select “Label Multiple Items” to apply the label(s) to more than one item in the matter
   1. Choose the files you would like to apply the label(s) to
      If any of the items chosen already have labels applied, these will be overwritten with the new labels chosen.
2. Select Done

To remove labels from correspondence, follow the above process but in the label selection window ensure no labels are chosen!

Templates and form uploads can apply labels automatically:

Document, email and SMS templates

Document, email and SMS templates can have labels applied to them. When you generate a document, email or SMS from a labelled template, its labels are applied to the item in the matter’s Folder tab.

1. Find the template within Settings
2. Open its label options
3. Choose the labels you want to apply

For more detail, see document templates, email templates or SMS templates.

Form File Uploads

Files uploaded via a form, can have labels automatically applied to them when saved to a matter.

1. Navigate to Settings > Forms
2. Within the File Upload question choose the required labels

Outlook and Word Plugins

Labels can be applied when attaching correspondence using the Outlook and Word plugins.

This functionality is only available within our most up to date Plugins that are accessed via the Microsoft Add-In Store.

When attaching correspondence:

1. Select the matter you would like to attach the item to
2. Use the ‘Labels’ dropdown list to select up to 3 labels to be applied to the item when saved to the matter

Searching via labels

Once labels have been applied, you can search for files containing specific labels on a matter:

1. Use the search bar at the top of the Folder to find items by an applied label’s name
2. Use the Label filter on the left hand side of the Folder to only see items with a particular label applied
   Only labels used on the matter will be displayed.

Filtering by label when choosing files

Wherever you choose files from a matter, such as when merging documents or adding attachments to an email, the matter’s labels appear under the search box:

• Select a label to list only the files carrying it, or No label to list the files without one. Select it again to clear the filter
• Select a label on a file to filter by that label
• The labels you have used most recently on matters of the same type come first. Select +N more to see the rest

The label filter works together with the search box.