Create a User Label

 

HOW TO CREATE A USER LABEL

This enables you to group items by using a common label for them and then find them quickly and easily by looking for them by their labels. 

 

To Create a Top-Level User Label: 

1.       From your “Favorites” Shortcuts Bar, click the User Labels icon.  The User Labels window appears. This window will show your current User Labels. If you have not created any user labels, you will still have access to the User Labels with the owner showing MSB.

                          

2.       Right-click in the list pane of the User Labels window and from the New menu, choose New Top Level Item.  This will create a new user label at the highest level. 

 

3.       Complete the fields provided to assign a name for the new label, and select an icon (if you do not select an icon one will be selected for you).

 

4.       Use the Notes tab if you want to enter any notes regarding your new label.

 

 

To Create a Sub-Level User Label Within an Existing Label:

1.       From your “Favorites” Shortcuts Bar, click the User Labels icon.  The User Labels window appears. This window will show your current User Labels.

2.       Right-click on the top-level label that you want to create a sub-level label within.

3.       Select New, and then New Lower Level Item.  

4.       Complete the fields provided to assign a name for the new label, and select an icon (if you do not select an icon one will be selected for you).

5.       Use the Notes tab if you want to enter any notes regarding your new label.

 

For further information or assistance, email the Records Division at Borough.Records.Division@matsugov.us or submit a Help Desk Ticket using the CM Assistance selection