Labels make it easier to categorize, filter and search for entities. Keep reading to find out how to add them.
In Corporify, it is possible to add labels to documents, natural persons and legal entities.
For example, you could add the label 'favorite' to the most important entities or the label 'KYC' to certain documents. This will allow you to segment them through the use of filters.
Step-by-step guide:
- Go to the desired entity and scroll down to the section 'Labels'.
- Click on the 'Edit' button and enter the desired label. If it is a new label, it will be added as soon as you press enter.
- Don't forget to save the adjustment by selecting 'Save' in the top right corner of the page.