Labeling your Documents
Applying a Label

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Pick your Client.
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Select Your Transaction.
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Select the file or files.
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Click on “Label”.

5. Type the label name if you wish to add a new label.
6. Press Enter and now you are able to see the Label.
Removing Labels


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Pick your Client.
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Select Your Transaction.
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Select the file or files.
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Click on “Label”.

5. Click on “Remove Labels”.
Deleting Labels

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Pick your Client.
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Select Your Transaction.
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Select the file or files.
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Click on “Label”.

5. Click on “Manage”.

6. Click on the trash icon next to the label name to delete.
Deleting a label will remove it from the label list, however, it will continue to apply to previously labelled items.