Labels


Labels are colour-coded tags which can be added to files on a matter, making finding specific correspondence easier.

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.

Any existing labels saved to files on a matter will be retained. Any labels assigned to templates will be updated to the new merged label.

If a label is removed or amended to a new name, any 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 individual files on a matter
  • Automatically via your templates and form widgets

Manually

To manually add a label to a file on a matter:

  1. Navigate to the required matter
  2. Within the Docs/Email tab locate the relevant file
When using the new Folder UI this is done through the ‘Folder’ tab of the matter.
  1. Select the label icon on the right hand side of the file
  2. Choose the required label or create a new one
You can have a maximum of three labels per item.

Automatically

Document and Email Templates

Document and email templates can have labels applied against them, so when they're generated on a matter the label is automatically applied.

  1. Navigate to Settings > Document / Email Templates
  2. Select the label icon next to the relevant template
  3. Choose the required label or create a new one
Form Widget File Uploads

Files uploaded via a form widget, can also have a label automatically applied against them when saved to the matter.

  1. Navigate to Settings > Form Widgets
  2. Within the File Upload question, select 'apply a label to documents uploaded through this question'
  3. Choose the required label or create a new one

Searching via labels

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

  1. Navigate to the Docs/Email tab
  2. Select the drop down menu to the right of the search bar
  3. Choose the label you'd like to filter by
When using the new Folder UI this is done through the 'Folder' tab of the matter by using the label filters on the left hand side.

<< Previous      Next >>
Powered by HelpDocs (opens in a new tab)