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.

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 

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