Labels are a powerful way to provide additional context to clauses or definitions. These labels, such as ‘template’ or ‘verified’ enable users to quickly recognise specific properties of a clause, shortening the decision process about which clause/definition to choose.
There are 2 ways to label clauses/definitions: either manually or rule-based.
Add labels manually
Permissions
- View labels: Labels are public and therefore every person in the organization (Administrator, Editor and Viewer) can view labels that are attached to clauses/definitions and use them as a search filter.
- Manage, assign, and remove labels: only Lexis® Create DMS Administrators and Editors have permission to create/delete a label and assign or remove a label to clauses/definitions
How to create a label?
- ❗Only a Lexis® Create DMS Administrator can create new labels
- Go to Settings in the bottom right corner
- Click on +Create label to create a new label Or click on the 3 small dots next to an existing label to edit or delete the label
How to assign a label to a clause/definition
- ❗Only Lexis® Create DMS Administrators and Editors can assign labels
- Open the clause/definition in Lexis® Create DMS
- Click Add label
- Select an existing label
- Unable to assign labels to clauses/definitions? Reach out to your Lexis® Create DMS Administrator so they can review your request and grant you access.
- As a Lexis® Create DMS administrator, you can change the roles of end-users and grant them access to assign and remove labels. Please read this article to learn how.
Rule-based labeling
To simplify the labeling process Lexis® Create DMS can automatically assign labels to clauses and definitions, based on file and/or folder name. Imagine your company stores documents in designated folders, such as ‘model contracts': with rule-based labeling, Lexis® Create DMS can automatically assign a label 'golden standard' to all clauses/definitions originating from contracts within that particular folder.
Interested to set this up? Reach out to your customer success manager and provide us with the below information.
- Folder/drive name or file name of the documents you want us to label
- Desired label name
💡 Tip: labels are a great way to filter down your search results