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Create and use labels to organize entities, obligations and documents

Learn how to create labels, use them on entities, obligations and documents, and filter on them.

Written by Yuliya Chakhovich

Labels are your own tags. You can use them, for example, for divisions and sub-divisions, for your own geographical areas, such as Benelux or DACH, or to show which ERP system an entity runs on. Admins create them, and anyone with the right role can add them.

Create a label

  1. Open the organization menu, select Organization settings, then Labels.

  2. Select Create Label, enter a name, choose a color and select Create Label.

  3. The menu next to a label lets you edit or delete it.

Add a label

  • Open the entity and select Add label at the top of the page, then choose it.

  • Obligations and filing periods have the same Add label button.

  • Documents have a Labels field when you upload or edit them.

Filter on labels

  • In Documents, select Add filter, then Labels.

  • In the Entities list, the Labels column shows each entity's labels.

  • In a report, such as Entity data, select Filter, choose Labels, pick the label and select Apply. The report then shows only the entities with that label, ready to export.

Whether someone can create new labels is set in their role, under Can create labels.

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