Labels

Manage flexible document labels with shared tags, colors, descriptions, and defaults in templates. Rename, reorder, or remove labels easily.

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Labels

Labels are flexible tags for documents. A folder says where a document belongs; labels can describe what it is about, what kind of work it represents, or what deserves attention.

A document can have several labels at once.

Create a shared set of tags

Manage labels centrally so everyone uses the same names. Each label can have:

  • a name,

  • a color,

  • a short description,

  • a chosen position in the list.

Colors help people recognize common labels at a glance, while descriptions make their intended use clear.

Blueputto label settings with reusable colored document tags.
Blueputto label settings with reusable colored document tags.

Use labels while working

Add or remove labels from the Document Editor. They also appear in the main document table, which makes tagged records easy to spot before you open them.

Templates can include default labels. Every new document created from that template then starts with the expected tags already in place.

Keep the list tidy

You can rename, recolor, reorder, or remove labels as your organization changes. Removing a label takes that tag off existing documents without deleting the documents themselves.

Related

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