Policyholder: How do I create a label?

Updated by Jennifer B.

Option 1

  1. Click Files in your Main menu.
  2. Click Open file options menu [] on the file you want to add a label to.
  3. Select Add label.
  4. Click Add label.
  5. Enter the Label name.
  6. Select a team member with whom to share the label. (optional)
  7. Click Create.

Option 2

  1. Click Files in your Main menu.
  2. Click Open file options menu
    [] below your name at the top of your dashboard.
  3. Select Add label.
  4. Enter the Label name.
  5. Select a team member with whom to share the label. (optional)
  6. Click Create.

Option 3

  1. Click Files in your Main menu.
  2. Click Open file options menu [] below your name at the top of your dashboard.
  3. Click Select.
  4. Select the items to which you want to apply the label.
  5. Click Add label.
  6. Enter the Label name.
  7. Select a team member with whom to share the label. (optional)
  8. Click Create.

How Did We Do?