File labels

File labels help you organize job files. Each label has a name and a color. File labels are separate from the tags you use for jobs, customers, and vendors.

Add a file label

1. Select the gear icon in the top header, then select Tags & File labels > File labels.
2. Select New label.
3. Enter a name and choose a color.
4. Select Update.

Edit a file label

1. Select Tags & File labels > File labels.
2. Change the label’s name or color.
3. Select Update.

Delete a file label

1. Select Tags & File labels > File labels.
2. Select the delete icon on the label’s row.
3. Select Update.

To undo changes you haven’t saved, select Discard changes.

Apply and filter file labels

Open a job’s files to apply labels. You can also filter files by label.

Related articles

• Job tags
• Company settings overview