Use custom, color-coded labels to visually organize and filter your documents. Labels make it easy to sort, group, and manage docs across transactions.
Document Labels let your team apply color-coded tags to documents so they can be grouped by type, status, admin initials, or any custom category you define.
Admins can create and manage the labels. Agents can use them when organizing docs inside a transaction.
Create a predefined list of commonly used document names for your office, and optionally link each name to a specific document label and permission category. This helps streamline naming, sorting, and permissioning across all transactions.
Learn more about Standardized Document Names