Add a label category

The labels you assign to documents must be organized into categories. So before you can add a label, you must first create label categories.

  1. On the IXIASOFT CCMS Desktop toolbar, click the Configure Labels button. Manage labels button
    Tip: You can also configure labels and categories on the fly, when you're assigning labels to documents.
    The Configure Labels dialog appears.
  2. Right-click anywhere within the dialog and select Add Category.
    Your new untitled category appears in the dialog.
  3. Double-click the category name (untitled) to select it.

    Add Category Config

  4. Type in the name and press Enter.
    Category names must be unique.
    You can now add labels to your new category.
  5. Click OK.
Your changes are saved, and will be available the next time you assign labels.