Manage document labels in the portal

Filter by labels

Open the client’s Documents. Select a label in the left column to narrow the list. Selecting several labels narrows it further.

Invoices and Receipts are booking labels. Other labels help organise documents, for example as contracts or annual reports.

Label one or several files

Open Labels in a document’s options menu to change that file’s labels.

For several files, use the checkboxes. Choose add or remove labels in the selection bar and check the selected files before applying. On a long list, check whether “select all” covers all results or only loaded documents.

Manage the label list

Choose Manage labels. Your own labels can be renamed, given colours and deleted. Renaming keeps a label attached to the same documents.

Default labels can be removed from documents, but cannot be renamed or deleted from the built-in list. Booking labels are controlled by their bookkeeping entries and cannot be freely changed here.

Deleting a label does not delete its documents. Check which documents will lose the label.