In CosmoLex, you have the ability to create and tag documents to specific categories such as pleadings, bills, responses, etc.
Note: The category list is customizable by going to Setup > List Items > Labels.
- To organize your documents, you can tag them with a category label. To assign a label to a document, first go to Matter Details or Activities > Documents tab > click on the matter folder > click on a subfolder > click on a document.
- Click Properties.
- In the properties window, you will see at the bottom a section called Custom Labels.
- Click "Add New Label"
- When you click on this option, a drop-down menu will appear including the labels you have already created. To create a new label from here, select "Create New Label".
- Select the label you wish to attach, and it will then display in the document properties window as shown below:
- When done, Click SAVE.