User labels

For this functionality to be available, the feature User Labels must be selected in the System Options Features page. Only users with the appropriate permission have access to this function, see Miscellaneous permissions by user type.

When you have a system of categorisation or grouping that Content Manager does not currently cater for with e.g. the Classification or Thesaurus systems, you can use Content Manager user labels.

You can create your own labels and apply them to records and Locations in Content Manager and Content Manager Desktop.

This enables you to group these items by using a common label for them and then find them quickly and easily by looking for them by their labels.

Content Manager enables you to organise your labels in levels with a label at the top level that can have a number of sub-level labels that could symbolise sub-categories of the top label.

Any Content Manager item that is listed under a sub-label is also listed under the sub-label's higher level labels.

The quickest way to find user labels is to use the tray User Labels in the shortcuts pane.

The other methods to find the user labels you want:

This is the pane in the main Content Manager window under the toolbars.

Use the fields:

  • Search For - select User Labels
  • Search By - use KwikSelect to select a search method, for example type to find user labels by User Label Type, or name to find user labels with a specific name
  • Matching criteria - enter the data to find, for example, by typing the user label name
  • Run the search button - click to start the search

See Search pane.

  1. Run a search for user labels using one of the methods described above
  2. Right-click in the list, even if there are no results, and on the Search menu, click Refine Search.
    The Search for User Labels dialogue box appears.
  3. Use the Boolean search editor, or, to use the options below, switch to the multi-field editor to find user labels with specific data in the field:
    • User Label Name Prefix
  4. Optional - use the Filter, Sort, Results and Options tabs to refine your search further
  5. Click OK.
    Content Manager returns the user labels that match your criteria.

See Search for ... dialogue boxes for more information.

The search string editor enables you to use the full capabilities of Content Manager searching, combining potentially large numbers of criteria, and using advanced filter and sort options. See Using the string-based search editor.

See these topics for more about user labels: