Labels

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

Configuration option	Description
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. No One: Access to the conversations tagged with this label does not change, meaning everyone who had access to the conversation before will retain it, but no additional users are given access. Select Users: selecting this option will allow you to extend access to the conversation tagged with this label to additional users and/or groups. Everyone: selecting this option will grant access to the conversations tagged with this label to every Verba in the system.
Extend Access to Play Back Conversations	This option allows you to extend access to conversations tagged with the label. No One: Access to the conversations tagged with this label does not change, meaning everyone who had access to the conversation before will retain it, but no additional users are given access. Select Users: selecting this option will allow you to extend access to the conversation tagged with this label to additional users and/or groups. Everyone: selecting this option will grant access to the conversations tagged with this label to every Verba in the system.
Add/Remove Label to/From Conversations	This option controls which users can add and remove the label to/from conversations Owner: only the creator of the label can apply or remove this label to/from conversations Select users: the selected users and the members of the selected groups will be able to apply or remove this label to/from conversations Everyone: every user in the system will be able to apply and remove this 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 the Save 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.