How do I create a label?
Select the "+" next to the label search bar.
Give your label a name and select a category if applicable.
Add your label by clicking on "Add."
Now choose a document of your choice and click on the three dots to the right of the document name.
Select "Change labels."
Select the newly created label. Done! Your document is now assigned to the label you created.
Alternatively, you can also directly drag and drop the desired label onto the corresponding document. The same principle works with subcategories.
💡 By the way: Documents can only be assigned to one label each. However, a label can be part of a category. To use your own label as a category, create a second label and assign the first label as a subcategory to the second label.
How do I delete my label?
Find your label in the left sidebar and click on the three dots to the right of the label.
Select the "Delete label" option.
Enter the text of the label to confirm. Done!
❗ Important: If you delete a category, all labels that were previously assigned to this category will also be deleted. Your documents will then automatically be assigned to the "Other" label without a label.
How can I filter by my label?
If you only want to display documents with a specific label, simply click on the desired label in the left sidebar. The applied filter will always be displayed in the document list overview.
💡 By the way: If you select a label with subcategories, all documents with the corresponding subcategory will also be displayed. If you only want to see a specific subcategory, expand the label and select the desired subcategory.
Do you want to remove the filter? Simply click on the "x" next to the label filter.
How do I know if the label was recognized by me or by legal-i?
To determine the origin of the label, you can simply hover over the label in the document list with your mouse. A tooltip will then tell you whether the label was automatically recognized by legal-i or set manually.
