Search Knowledge Base by Keyword

Document Record Labels

Last review: March 2024

Similar to Categories, our new Document Record Labels help users locate documents more quickly. Provided a user is either a Document Record Owner, or has permission to manage a Document Record, if also granted the “Can create Labels” permission, that user may create new labels and attach them to Document Records. Users without this permission may from any existing Labels.

Workspace Admins may centrally manage Labels in the “Templates & Doc Grouping” section.