Create and Manage Labels

Labels can be utilized to quickly group and filter files. Multiple labels can be assigned to files.

Step by Step — Create and Apply a Label to a Document

  1. Select one or more documents.
  2. Click the Label icon.
    • Or, right click and select Label Selected

      • The Add or remove labels dialog box will open
  1. Type in a name, then click Add.

    • The Label dialog box will stay open and show a checked box with a new label

    Labels only display in the Add or Remove Label dialog box if they have been applied to document. Once a label has been removed from all documents, it will no longer appear in the Add or Remove Label dialog box.

  1. Select anywhere outside of the Label dialog box to close it and apply the checked label.

Step by Step — Apply an Existing Label to a Document

  1. Select one or multiple documents.
    • And/Or select one or more folders
  2. Click the Label icon.
    • Or right click and select Label Selected

  3. Select the desired labels to apply to the selected documents.
  4. Select anywhere outside of the Label dialog box to close it and apply the checked label(s).

Step by Step — Apply or Remove Labels within the Document Info area

  1. Select one or multiple documents.
  2. With the mouse on top of the slider bar, click and slide the advanced panel open.

    • Manage labels within the Labels tab

Step by Step — Filter Documents by Labels

  1. Select the Filter icon.

    • The Filter Criteria dialog box opens

    The Filter Criteria is configured as an ALL criteria. The documents are filtered as ALL criteria is met within the Filter Criteria dialog box.

    • Has Label: Filter documents according to checked labels
    • Status: Filter documents according to their status (All, Unlinked Docs, Not Downloaded, or Downloaded)
    • Upload Date: Filter documents according Uploaded Date criteria
    • UploadBy: Filter documents according to who uploaded the documents
    • FileType: Filter documents by file type
    • Clear: Clear