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Labeling documents

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

Updated over a week 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 Premier 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 documents in the list.

  • Right-click on any of the selected documents.

  • Go to Add and click Label in the context menu.

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

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

Besides using the context menu, the same option is available on the top panel as soon as any documents are selected, or you can click the plus sign in the Labels column.

Editing labels

You can review assigned labels and unassign or change them right from the Labels column. For bulk changes:

  • Select the documents in the list.

  • Right-click on any of the selected documents.

  • Go to Add and click Label in the context menu.

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

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 column.

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