---
title: Labeling
description:  Add labels manually or automatically to clauses or definitions. Labels provide extra context
---

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# Labeling

 

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.

![](https://help.henchman.io/hs-fs/hubfs/Screenshot%202024-08-26%20at%2016-31-54-png.png?width=454&height=151&name=Screenshot%202024-08-26%20at%2016-31-54-png.png)

There are 2 ways to label clauses/definitions: either [manually](https://help.henchman.io/home/labeling#add-labels-manually) or [rule-based.](https://help.henchman.io/home/labeling#rule-based-labeling)

### Add labels manually

#### Permissions

- **View labels**: Labels are public and thereforeevery 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
> 
> ![](https://help.henchman.io/hs-fs/hubfs/Screenshot%202024-08-26%20at%2016-37-13-png.png?width=275&height=303&name=Screenshot%202024-08-26%20at%2016-37-13-png.png)

 

**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 

**![](https://help.henchman.io/hs-fs/hubfs/Screenshot%202024-08-26%20at%2016-38-37-png.png?width=245&height=303&name=Screenshot%202024-08-26%20at%2016-38-37-png.png)**

- 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](https://help.henchman.io/home/manage-users?hsLang=en) 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](https://help.henchman.io/home/search-your-database?hsLang=en) down your search results

 

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