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Labeling documents

Learn how to assign and unassign labels, and filter documents by labels

Updated over 3 months ago

In a project with the labels feature activated, you can assign various labels to files and folders for easy categorization and filtering.

💡 This feature is available with Business or Enterprise subscriptions.

The list of available labels is defined by the administrators in project settings in the Labels tab.

Users with any role can see the labels assigned to the documents and folders they have access to.

Assigning labels

  • Select the files in the list within Documents.

  • Right-click on any of the selected files and select Add labels in the context menu.

  • Click the labels you'd like to add to the files.

  • Click Apply.

💡 Only administrators and participants with Manage permission can assign and unassign labels.

Besides using the context menu, the same option to Add labels is available on the top panel as soon as any documents are selected.

Editing labels

To unassign or change labels:

  • Select the files in the list.

  • Go to Labels menu option.

  • Clicking the labels you'd like to remove and/or select the new ones.

  • Click Apply.

Searching by labels

To search for the relevant documents by their labels, use the filter within the Search function. In filters, select Labeled and choose the corresponding values.

Tracking changes in labels

Administrators can track the changes made to the document labels by all users in the Activity log.

Exporting labels

Upon exporting the project index, the corresponding document labels will be listed under the Labels assigned column.

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