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Edit labels

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Customizing labels in your document allows you to mark your document's sections and comments in a way that best fits your workflow. 

Edit existing labels

You can customize existing labels by changing their name and color. 

You can edit the default labels by changing the text or color.

  1. Hover over the label you want to change.
  2. Click the pencil to open the text field.click the pencil to activate the text field
  3. Type the new label name and click or press Enter on your keyboard to save your changes. press enter or click the checkmark to finalize your label's name

To change the color of a label, click the circle next to the label's name and select a new color from the menu.

select a color from the color palette

To add a new label, double-click the + New Label field at the bottom of the menu.

double click the new label field to add a new label

Bulk add or remove labels

You can also apply a selected label to all sections or comments, or remove all labels from all sections and comments.

To apply a label to all sections of a document:

  1. Click the Manage Outline Labels icon in the document outline to open the Outline Labels menu.
  2. Click the arrow next to the label you’d like to apply.
  3. Select Apply to All Sections from the menu. click apply to all sections to label all document section

To remove all labels from the document outline:

  1. Click the Manage Outline Labels icon in the document outline to open the Outline Labels menu.
  2. Click More Options at the bottom of the menu.
  3. Select Clear Labels From Outline. click clear labels from the more options menu to clear all labels
  4. Click Clear to confirm the action. This action cannot be undone.

To apply a label to all comments in your document:

  1. Click the Manage Comment Labels icon in the Comments panel to open the Comments Labels menu.
  2. Click the arrow next to the label you’d like to apply.
  3. Select Apply to All Comments from the menu. click add to all comments to add the same label to all existing comments

To remove all labels from your comments:

  1. Click the Manage Comment Labels icon in the Comments panel to open the Comments Labels menu.
  2. Click More Options at the bottom of the menu.
  3. Select Clear Labels From Comments. click clear labels to remove all labels from your comments
  4. Click Clear to confirm the action. This action cannot be undone.

Import or export outline labels

When you export a document from Home, you can choose to include outline labels.

check the box in the export options to export your outline labels

When you import a previously exported Workiva document in Home, you also have the option to include outline labels.

check the box to import previous workiva files and include outline labels

Delete outline labels

To delete a label:

  1. Click the arrow next to the label you want to remove.
  2. Select Remove from the menu. This automatically deletes the selected label.click remove to delete the selected label from the list
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Customizing labels in your document allows you to mark your document's sections and comments in a way that best fits ...