Managing and Using Doc Labels

Use custom color-coded document labels on your transaction's docs for easy sorting and categorizing.


Define Document Labels

1. Click your name in the upper right corner then "Admin / Settings".

2. Click [Document Labels].

3. Click directly on a label name or click the gear, then [Edit Label] to give that colored label a name.

4. Enter document types, custom categories, statuses, initials of admins, or whatever classification of docs meets your office’s needs.


Apply a Label to a Document

1. Go to a transaction's docs and hover over a doc name until a label icon appears.

2. Click it to select the desired label or to remove a label.

3. Use the same process on Unassigned Docs.