Labels

Requires the “Write & Read” permission.

Use labels to organize and manage many documents easily. When you create labels and add them to documents, the documents are grouped by label. Manage the labels to display on documents in the <Resource | Label> menu.

Filtering Documents by Label

When you add labels to documents, you can filter documents by label. Click a 1label to see all documents that have that label.

If there are many labels, use 2 to hide all labels.

If a label is set to public, the 3label also appears next to the document title in the web viewer. Click the label to see the list of documents that have that label. Click a 4document title to open the document in a new window.

Viewing related documents by label in the web viewer

Viewing related documents by label in the web viewer

Adding Labels to Paragraphs

Adding Labels to Documents

Add labels to a document as follows.

  1. Go to the document details screen.

  2. Click the <1Set Labels> link.

    • The link appears only to the owners of the document.

Adding labels to a document

Adding labels to a document

  1. Select a directory in the directory list, and then click the labels to add to the document.

    • Clicking a label that is already selected removes it.

In addition to documents, you can add labels to the following.

Managing Labels

In the <Resource | Label> menu, create labels and directories to manage labels.

Creating Labels

Create a label as follows.

  1. Go to the <Resource | Label> menu.

  2. Select the directory where the label will be stored.

    • You can use the <Create Directory> link to create a directory for the label.

  3. Click the <Create Label> link.

  4. Enter the “Basics” such as the name, and set whether the label is public.

    • Description: Enter a description of the label.

    • Color: Select the color of the label.

    • Icon: Select an icon to show in the label.

    • Public: If you select this option, the label appears in the web viewer.

    • Days to Keep (0 to keep): The label is automatically removed when the specified number of days has passed since it was added. The label itself is not deleted. If you enter 0, the label stays.

  5. Click the button.

All users can use all labels in the /root directory.

You can also create and change labels and directories in <Set Labels> on the document details screen.

Changing and Deleting Labels

Click the <1more_horiz> icon, and then choose the corresponding item from the context menu to change or delete the label.

Directory members can change or delete only the labels they created, and the directory leader can change or delete all labels in the directory.

Copying Label IDs

To copy a label ID, click the <1more_horiz> icon, and then choose “2Copy ID” from the context menu.