Skip to main content

Company Documents - How to add/remove document label

Labels can be added to Company Documents for easier categorization and reporting. Labels can be added and edited during file upload or using the edit function.   When adding a label to a file, typing

Updated over 2 weeks ago

Labels can be added to Company Documents for easier categorization and reporting. Labels can be added and edited during file upload or using the edit function.

When adding a label to a file, typing a few characters of the intended label will display a list of all labels for all files in the system with the same characters.

This type-ahead feature makes it easier to find suitable labels and encourages similar spelling or syntax for files across Equus Platform. When adding a label, press the enter or tab key to apply the label.

Labels can be removed during file upload or using the edit function by clicking on the X at the end of the label.

Did this answer your question?