The Labelling system allows "Supervisor" users (see User Roles) to create labels that can be applied to conversations to distinguish and group them together in a customizable manner.
Once created, labels can be applied to conversations to tag them in the search result list, thus making it considerably easier to search for them in future.
To access label management open the Verba Web interface and select Data > Labels > Manage Labels
Add new label
Perform the following steps to create a label:
On the Find and List Labels page click the Add New Label' button on the top right corner.
→ This will show the 'Label Configuration' Screen.
Configure the label to your requirements using the fields details below
|Label||The name of the label. This will appear on the tag showing next to each conversation the label is applied to. This is a mandatory field.|
|Color||Select a color for the label. This will be the background color of the tag showing next to each conversation the label is applied to. This is a mandatory field.|
|Description||Provide an optional description for the label that appears in the label list.|
|Access/Share Expires||This setting relates to the access extension settings configurable below. If a date is set, then the access extension will only be in effect for the selected users till this date.|
|Override "Unable to Access Conversations Older than" Permission||Enable this checkbox if the access extension settings should override the Unable to Access Conversations Older than setting that is configured in the user roles for the affected users.|
|Extend Access to List Conversations|
This option allows you to extend access to list conversations tagged with the label.
|Extend Access to Play Back Conversations|
This option allows you to extend access to conversations tagged with the label.
|Add/Remove Label to/From Conversations|
This option controls which users can add and remove the label to/from conversations
|Legal Hold||This option allows you to enable Legal Hold for conversations tagged with the label. For more information on Legal Hold, see the corresponding article.|
When done, click theSave button.
Assigning a label
To assign a label
Once the label has been created you can assign it to conversations by pressing the labels button in the top right.
Select an option:
- Add label to all :- ...
- Remove label from all :- ...
- Add label to new conversation :- ...
You can also assign a label directly to an individual conversation by clicking on the label icon for that specific conversation within the Conversation List.