Labeling is a convenient way to organize your documents across different folders in the project, which will allow you to quickly search and filter files by the pre-set label values.
💡This feature is available with Business or Enterprise subscriptions.
Project administrators can create, edit, and delete labels in the project settings menu → Labels.
💡 Assigned label values are visible to all users who have access to the labeled documents.
There are the following label settings:
Group: used to categorize label values by groups.
For example, Department (Legal, Finance, IT), Status (To do, In review, Approved), etc.Type for the label groups:
Single: allows assigning a single label within one label group.
Multiple: allows assigning multiple label values created within one label group.
Value: label name listed in the corresponding label group.
💡 Group and value name length is limited to 50 symbols. Values must be unique across all label groups.
To start editing, just click in the corresponding field. Use Enter or Tab to separate label values.
💡 You can also paste an existing list of values, but make sure they are written from a new row each.
Once you are done filling out the label details, click Save.
To delete the label group or specific value, click on the cross sign next to the corresponding value/group. If the labels are associated with any documents, you will need to confirm their deletion, as they will be unassigned.
ℹ️ Learn more about assigning labels to documents.