Labels and Smart Labels

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1 Labels and Smart Labels Two label types can be created in LiveText to organize documents Labels and Smart Labels. These label types offer two distinct methods of organizing LiveText documents. Labels require manually applying a Label to a document, whereas Smart Labels search documents that meet selected criteria and align the document to the Smart Label automatically. Creating Labels Create a Label to organize documents manually. Once the Label is created, it will be present under Labels in the Materials menu and in the Reviews area.. From MyDesk, click the Create button and choose Label. Click Create and choose Label 9

2 . Enter a Title and Description. Best Practice: Create a naming convention, i.e. course numbers or dates, which will allow easy identification of the contents accessible in a Label. 3. Click the Save button. Enter a Title and Description Click Save 3 0

3 Using Labels to Organize Documents This section describes the Apply, Remove and Move Label commands for documents in the Materials menu. Apply The Apply command applies a Label to a document.. Mark the checkbox(es) that correspond with the that a new Label will be applied to.. Click the Apply button and choose the desired Label. Tip: Apply multiple Labels to a document to make the document accessible in more than one Label. Click Apply and choose a Label Choose the 3

4 Remove The Remove command removes a Label from a document. Removing a Label from a document does not delete the document, but rather the document will no longer be accessible from that Label. All LiveText documents not labeled as Trash are accessible from the All Label. Documents cannot be removed from the All Label unless they are being moved into the Trash.. Mark the checkbox(es) that correspond with the that the Label will be removed from.. Click the Remove button. Click Remove Note: Documents cannot be removed from the All Label unless they are being moved into the Trash. Choose the 33

5 Move The Move command will apply a new Label to the document and remove the current Label from the document.. Mark the checkbox(es) that correspond with the that a new Label will be applied to.. Click the Move button and choose the desired Label. Click Move and choose a Label Choose the 34

6 Using Labels to Organize Reviews This section describes how to apply and remove Labels from documents received for review and sent for review. Note: Documents in the Reviews area that Labels have been applied to, will not be accessible from the Materials menu. My Reviews All documents received for review and sent for review appear in My Reviews until a Label is applied to the documents. Apply a Label to in My Reviews to make the accessible in the new label and to remove the from My Reviews.. From within My Reviews, mark the checkbox(es) that correspond with the that a new Label will be applied to.. Select a Label from the File checked items under drop-down menu. 3. Click the [File] link. Choose the 3 Click File Select a Label 35

7 Applying Labels Apply multiple Labels to review in order to make the accessible in more than one Label.. Choose the Label the resides in.. Mark the checkbox(es) that corresponds with the. 3. Select a Label from the File checked items under drop-down menu. 4. Click the [File] link. Choose a Label Choose 4 Click File Select a Label 3 36

8 Removing Labels. Choose the Label the resides in.. Mark the checkbox(es) that corresponds with the. 3. Click the Remove link. Removing a Label from a document does not delete the document, but rather the document will no longer be accessible from that Label. Note: Reviews cannot be removed from the Pending Label or Any Label. Choose a Label Choose the document Click Remove 3 37

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