Paperwork Template Labels

Paperwork Template Labels make it easier to organize and find templates in your paperwork library. You can assign one or more labels to a document from the template's action menu.

Where to Find It

On the relevant template as listed in Paperwork Templates, press the • • • button to open the context menu, the press Labels.

Editing a Template's Labels

Simply type to change the name of any existing labels, or add a new one.

Press the x to clear a label.

Press the Save button when done.

Filtering by Label

Labels are especially useful for categorizing by service type, workflow stage, client type, or any other category that fits your business.

Paperwork Templates View

In Paperwork Templates, you can press on a label on the right, to hide any templates without that label.

When Creating Paperwork

When prompted to select a template while creating new paperwork for a client, you can press a filter on the right, in order to hide any templates without that label.