Organising with Labels and Folders

Organising with Labels and Folders

As your document library grows, labels and folders help you find what you need quickly.

Labels

Labels are flexible tags you can apply to any document. A document can have multiple labels.

Creating Labels

1. Go to Documents > Labels.
2. Click Create Label.
3. Enter a name and choose a colour.
4. Click Save.

Applying Labels

• When uploading, select labels from the dropdown.
• On existing documents, click the label icon and select labels.

Common Labels

• Lease Agreements, Safety Certificates, Insurance, Receipts, Correspondence, Tenant ID.

Folders

Folders provide a hierarchical structure for your documents.

Creating Folders

1. In the Documents view, click New Folder.
2. Enter a folder name.
3. Optionally nest it inside an existing folder.
4. Click Create.

Moving Documents

Drag and drop documents into folders, or use the Move To option from the document's menu.

Combining Labels and Folders

Use folders for broad organisation (e.g. by property) and labels for cross-cutting categories (e.g. "Certificates" across all properties).

Tip: Create a folder per property and use labels for document types — this gives you two ways to find any document quickly.