Use the Show Pane to classify documents, apply coding fields, add dates, add summaries and smoothly transition between documents and attachments.
- To begin, click the Labels icon.
- In the Review Panel, you can view any coding fields which have been created.
- By default coding fields will appear grey. Pill shaped coding fields have three potential conditions: Maybe / Yes / No.
Maybe : Grey
This Labels field rests in the 'Maybe' position. This field may or may not apply to this document.
Yes : Colour
Click on a Labels field to apply it to the document. Labels fields that have been applied to a document will appear in the codes column in Grid View.
No : Colour
Click on a Labels field to negate it. This means the Labels field does not apply to this document.
- Labels fields with squared edges have special actions, which can be triggered when clicked: Date / Summary
Date: Add a date.
Summary: Click Summary field to add a brief summary of the document and its contents. Type a summary into the text field.
- Click Clear Coding to reset conditional Labels fields.
All conditional Labels fields will be reset.
- Click Mark all others as no to set all Labels fields as No.
All coding fields are set as No.