Manage Your Custom Labels

You can manage your custom labels to further organize items such as:

  • Matters
  • Events
  • Tasks
  • Emails
  • Notes
  • Documents

From Setup

To add a label:

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click List Items.
  3. From the tabs atop the List Items screen, click Labels.
  4. From the toolbar atop the Labels screen, click Add.
  5. On the Add Label screen, in the Label field, enter your label.
  6. From the Category field’s drop-down, click the category to which the label applies. As a default, your label applies to all items. 
  7. In the lower right corner, click Save.
    The system saves your label and adds it to the list for tagging to an item. 

From Matters

New Matter

To add a label to a new matter:

  1. From the left navigation panel, click Matters.
  2. From the toolbar atop the Matters screen, click Add.
  3. On the Add Matter screen, from the General Info section’s Custom Labels field’s drop-down, click Add New Label.
    The Create New Label screen opens. The Category field defaults to Matter
  4. In the Label field, enter your label.
  5. In the lower right corner, click Save.
    The system saves your label and tags it to the matter.
  6. Repeat steps 3 – 5 as needed.
  7. Complete the remaining matter fields.
  8. In the upper right corner, click Save.
    The system saves your matter and tags it with your custom label.  

Existing Matter

To add a label to an existing matter:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, single click the matter to highlight it, then click Details.
  3. On the Edit Matter screen, from the General Info section’s Custom Labels field’s drop-down, click Create New Label.
    The Create New Label screen opens. The Category field defaults to Matter
  4. In the Label field, enter your label.
  5. In the lower right corner, click Save.
    The system saves your label and tags it to the matter.
  6. Repeat steps 3 – 5 as needed.
  7. In the upper right corner, click Save.
    The system saves your matter update.  

From Emails

To add a label from Emails:

  1. From the left navigation panel, click either Matters or Activities.
  2. From the applicable Matters or Activities left navigation, click Emails.
  3. On the Emails screen, take your preferred action:
    • Add a Label to an Email or Group of Emails from the Matters Email Screen 
      1. Check the boxes beside the emails to which you want to add the label.
      2. From the toolbar, click More > Associate Labels.
      3. On the Associate Labels screen, click Add New Label.
      4. From the drop-down, click Create New Label
      5. On the Create New Label screen, in the Label field, enter your label.
        The Category field defaults to Email.
      6. In the lower right corner, click Save.
        The Associate Labels screen displays the tagged new label.
      7. Either repeat steps 3 – 6 as needed, or in the lower right corner, click Save.
        The system saves your label or labels as applicable and tags it to the emails.
    • Add a Label from Within an Email
      1. Double-click an email.
      2. Toward the far left of the email, click Add New Label.
      3. From the drop-down, click Create New Label.
      4. On the Create New Label screen, in the Label field, enter your label.
        The Category field defaults to Email.
      5. In the lower right corner, click Save.
        The Associate Labels screen displays the tagged new label and saves it to the email.
      6. Repeat steps 2 – 5 as needed.

From Tasks

New Task

To add a label to a new task:

  1. From the left navigation panel, click either Matters or Activities.
  2. From the applicable Matters or Activities left navigation, click Tasks.
  3. From the toolbar atop the Tasks screen, click Add.
  4. On the Add Task screen, in the Custom Labels field, click Add New Label.
    The Create New Label screen opens. The Category field defaults to Matter
  5. In the Label field, enter your label.
  6. In the lower right corner, click Save.
    The system saves your label and tags it to the task.
  7. Repeat steps 4 – 6 to add labels, if needed.
  8. Complete the remaining task fields.
  9. In the lower right corner, click Save.
    The system saves your task and your tagged label.

Existing Task

To add a label to an existing task:

  1. From the left navigation panel, click either Matters or Activities.
  2. From the applicable Matters or Activities left navigation, click Tasks.
  3. On the Tasks screen, either double-click a task, or single-click it to highlight it, and then from the toolbar, click Edit.
  4. On the Edit Task screen, in the Custom Labels field, click Add New Label.
    The Create New Label screen opens. The Category field defaults to Matter
  5. In the Label field, enter your label.
  6. In the lower right corner, click Save.
    The system saves your label and tags it to the task.
  7. Repeat steps 4 – 6 as needed.
  8. In the lower right corner, click Save.
    The system saves your task with the tagged label.

From Notes

New Note

To add a label to a new note:

  1. From the left navigation panel, click either Matters or Activities.
  2. From the applicable Matters or Activities left navigation, click Notes.
  3. From the toolbar atop the Notes screen, click Add.
  4. On the Add Note screen, in the Custom Labels field, click Add New Label.
    The Create New Label screen opens. The Category field defaults to Matter
  5. In the Label field, enter your label.
  6. In the lower right corner, click Save.
    The system saves your label and tags it to the note.
  7. Repeat steps 4 – 6 to add labels, if needed.
  8. Complete the remaining note fields.
  9. In the lower right corner, click Save.
    The system saves your note and your tagged label.

Existing Note

To add a label to an existing note:

  1. From the left navigation panel, click either Matters or Activities.
  2. From the applicable Matters or Activities left navigation, click Notes.
  3. On the Notes screen, either double-click a task, or single-click it to highlight it, and then from the toolbar, click Edit.
  4. On the Edit Note screen, in the Custom Labels field, click Add New Label.
    The Create New Label screen opens. The Category field defaults to Matter
  5. In the Label field, enter your label.
  6. In the lower right corner, click Save.
    The system saves your label and tags it to the note.
  7. Repeat steps 4 – 6 to add labels, if needed.
  8. In the lower right corner, click Save.
    The system saves your note with the tagged label.

From Document Properties

To add a new label from document properties:

  1. From the left navigation panel, click either Matters or Activities.
  2. From the applicable Matters or Activities left navigation, click Documents.
  3. On the Documents screen, from your file storage folder structure, click either Internal Documents or Client Portal Documents as applicable.
    Your documents display in the window.
  4. Single-click a document to highlight it, and then from the toolbar, click Properties.
  5. On the Document Properties screen, in the Custom Labels field, click Add New Label.
    The Create New Label screen opens. The Category field defaults to Document
  6. In the Label field, enter your label.
  7. In the lower right corner, click Save.
    The system saves your label and tags it to the document.
  8. Repeat steps 5 – 7 as needed.
  9. In the lower right corner, click Save.
    The system saves your document with the tagged label.

Edit a Label

To add a label:

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click List Items.
  3. From the tabs atop the List Items screen, click Labels.
  4. On the Labels screen, either double-click the label, or single-click it to highlight it, and then from the toolbar, click Edit.
  5. On the Edit Label screen, either change the name or uncheck the Active checkbox, as needed.
  6. Click Save.
    The system saves your label changes and updates items to which your firm tagged the label.

    Important

    If you chose to Apply to all items when creating the label, then your change will be universal with an exception: if you created multiple labels across various categories, you must update each label.

Deactivate or Delete a Label

To deactivate or delete a label:

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click List Items.
  3. From the tabs atop the List Items screen, click Labels.
  4. On the Labels screen, edit the label prior to deactivating it, if desired.
  5. Single-click the label to highlight it, and then from the toolbar, click Delete.
    The Delete Label message box reads: Deleting a label would remove it from ALL the items it has been previously applied. Instead, consider making it inactive as it will prevent its future use but will not remove from prior items.

    Note

    We recommend you deactivate a label if your firm has associated it with any items.

  6. In the lower right corner. click Mark as inactive or Delete as desired.
    The system deactivates or deletes the label, as applicable.

 

Updated on March 9, 2022

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