Document labels | support.carta.com

Document labels

Organise your document inbox and workflow by adding labels to documents.

Why use labels

Labelling documents enables you to make your team’s workflow more efficient. Assign labels to indicate urgency, internal projects, team responsibilities etc.

Users can then easily filter and find documents by label to organise their process.

How to use labels

  1. Go to the document inbox and make sure the Labels column is visible in the grid, using the column settings

  2. Click into the labels field and start typing. The dropdown will suggest matching labels if they have already been created, or allow you to simply create a new label on the fly.

You can add more than one label to a document.

  1. Remove labels from a document by de-selecting the relevant checkbox

  2. Once applied, you can search for labels in the inbox search or the advanced filter panel. This is an efficient way to organise your workflow.