Customizing labels in your outline allows you to mark your document's sections in a way that best fits your workflow.
Edit Existing Labels
You can edit the default labels by changing the text or color.
- Hover over the label you want to change.
- Click the pencil to open the text field.
- Type the new label name and click or press Enter on your keyboard to save your changes.
To change the color of a label, click the circle next to the label's name and select a new color from the menu.
To add a new label, double-click the + New Label field at the bottom of the menu.
Delete Labels
To delete a label:
- Click the arrow next to the label you want to remove.
- Select Remove from the menu. This automatically deletes the selected label.
Bulk Add or Remove
You can also apply a selected label to all sections of a document or remove all labels from the document outline.
To apply a label to all sections of a document:
- Click the Outline Label icon in the document outline to open the Outline Labels menu.
- Click the arrow next to the label you’d like to apply.
- Select Apply to All Sections from the menu.
To remove all labels from the document outline:
- Click the Outline Label icon in the document outline to open the Outline Labels menu.
- Click More Options at the bottom of the menu.
- Select Clear Labels From Outline.
- 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.
When you import a previously exported Workiva document in Home, you also have the option to include outline labels.