Working with user labels

Applying a user label

Right-click an existing record or Location
On the Send To menu, click Add To User Label.
The Select From User Labels window appears.
Select the user label you want to apply to the item and click OK.
Content Manager applies the label to the item.

NOTE: If you add a Top Level Label to a record, then go back to add another, the previously added Top Level Label no longer appears in the list because it's already added to the record.

Finding items by user label

On the Search menu, click User Labels.
The User Labels window appears.
Double-click the user label you want to find records for.
Content Manager displays the records with that user label.
-- or --
Select the single label or tag multiple labels to find items for, right-click, and then click either:
- Show Records - displays a list of records that are attached to the selected user label(s)
- Show Locations - displays a list of Locations that are attached to the selected user label(s)
- Show Classifications - displays a list of Classifications that are attached to the selected user label(s)
- Show Schedules - displays a list of Retention Schedules that are attached to the selected user label(s)

Searching using more than one criterion

To find records or Locations using a certain label and meeting other criteria:

See Finding records
Use the string-based search editor and the method label - see Using the string-based search editor

Removing labels from an item

Right-click the record or Location to remove a label from and on the Remove From menu, click Remove from User Label.
The Select From User Labels window appears.
Select the user label you want to remove
Click OK.
Content Manager removes the label from the item.