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.
Note: Only Document Owners can edit or add 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.
- In the Comments panel, click on the three dots to open the menu.
- Click Manage labels.
- Make any edits to the labels. Click Done to save 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, click Add another 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:
- Click the Manage Outline Labels 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 Manage Outline Labels 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.
To apply a label to all comments in your document:
- Open the menu in the Comments panel.
- Click Manage comments.
- Click on the three dots next to the label that you want to apply with. Select Apply to all.
To remove all labels from your comments:
- Open the menu in the Comments panel.
- Click Manage comments.
- Click Clear labels from comments to remove any labels assigned to your comments.
- Click Clear to confirm. This action can't 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.
Delete outline 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.
- In the Comments panel, click on the three dots to open the menu.
- Click Manage labels.
- Click on the three dots next to the label that you want to remove. Select Remove.