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Configure labels and views

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Add labels to Workpaper Agent workpapers, show label groups as columns, filter by labels, and save personal views for reuse. Labels created in Settings are shared across the organization client account.

Workflow

Step 1

Open Labels

Go to Settings, then open Labels to manage the label groups available for Workpaper Agent workpapers. Label groups and labels are saved at the organization client account level, so all users assigned to that account can see and edit them.

Screenshot showing the Labels option in Settings

Step 2

Name the label group

Enter the label group name, such as Business Process, to define the category of labels your team will apply.

Screenshot showing the new label group name field

Step 3

Add the group

Save the new label group so labels can be created under it.

Step 4

Name the label

Add a label inside the group, such as Prepaid Expenses, Brokerage, or another business process your team uses to organize workpapers.

Screenshot showing the new label field under the label group

Step 5

Add the label

Save the label so it becomes available when assigning labels to workpapers or workpapers.

Screenshot showing the Add action for a new label

Step 6

Rename a label

Use the label row to rename an existing label when the label wording needs to match your team's naming convention.

Screenshot showing a label being renamed

Step 7

Save the label

Confirm the renamed label so the updated name is available across the Workpaper Agent label picker.

Screenshot showing the save action for a renamed label

Step 8

Open the sidebar

Expand the sidebar when you need to navigate back to the Workpaper Agent workpaper list.

Step 9

Open Workpapers

Go to Workpapers to apply labels to existing Workpaper Agent workpapers.

Screenshot showing Workpaper Agent navigation

Step 10

Open workpaper labels

Use the workpaper actions menu, then choose Labels to assign a label directly from the workpaper list.

Screenshot showing the Labels action in the workpaper actions menu

Step 11

Assign a label

Select the label that applies to the workpaper, then save the label assignment.

Screenshot showing a selected label and the Save action

Step 12

Open a workpaper

You can also open a workpaper from Studio before assigning or editing labels.

Screenshot showing a Workpaper Agent workpaper in Studio

Step 13

Open workpaper labels

From the workpaper actions menu, choose Labels to apply or update labels while viewing the workpaper.

Screenshot showing the Labels option in the workpaper actions menu

Step 14

Review labels

Confirm the available label groups and labels before closing or saving the label picker.

Screenshot showing the labels picker for a workpaper

Step 15

Open Columns

Use Columns on the workpaper list when you want label groups to appear as visible columns.

Screenshot showing the Columns action in the workpaper list

Step 16

Select label columns

Choose the label groups that should appear in the list, such as Business Process, so users can scan labels without opening each workpaper.

Screenshot showing label group checkboxes in the column picker

Step 17

Save columns

Save the column selection to update the workpaper list layout.

Screenshot showing the Save action in the column picker

Step 18

Review the column

Confirm the label group appears as a column in the list, such as Business Process.

Screenshot showing the Business Process label column in the workpaper list

Step 19

Filter by label

Use Filters and select the relevant label values. This creates the filtered list you can later save as a reusable personal view.

Screenshot showing label filters selected in the filter menu

Step 20

Save the view

Open Views, then choose Save current view to store the current filters and columns.

Screenshot showing the Save current view action

Step 21

Name the view

Enter a clear view name so the team can recognize the filtered list later.

Step 22

Save the view

Confirm the view name to save the filtered layout for your user account.

Screenshot showing the Save action for a new view

Step 23

Open a saved view

Use Views to return to a saved view whenever you need quick access to that filtered workpaper list.

Screenshot showing a saved view selected from the Views menu

What this workflow is for

Use labels and saved views when your team needs an easier way to organize and return to Workpaper Agent workpapers. Labels let you tag items by business process or another team-defined grouping, and saved views let you reuse the filters and columns that matter to your user account.

Before you start

Create the label groups and labels your team wants to use before assigning them to workpapers. Label groups and labels created in Settings are saved at the organization client account level, so all users assigned to that account can see and edit them. After labels are assigned, add the label group as a column or use it as a filter to create a personal saved view.

FAQ

What can I use labels for?

Labels help organize Workpaper Agent workpapers by process, workflow type, or another grouping your team wants to filter and scan.

Where are saved views stored?

Saved views are stored per user within each organization client account, so each user can create and return to their own filtered lists for that client account.

Who can see or edit label groups and labels?

Label groups and labels created in Settings are saved at the organization client account level. All users assigned to that client account can see and edit them.

Do I need to add label columns before filtering?

No. You can filter by labels from Filters, but adding label groups as columns makes the labels visible in the list.

Limitations

Views are user and client-account specific

Saved views are available only to the user who creates them and only in the organization client account where they were created.

Labels are shared within the client account

Label groups and labels created in Settings are visible and editable by all users assigned to that client account.

Labels must exist before assignment

Create the label group and labels in Settings before assigning them to workpapers.

Troubleshooting

I do not see a label in the picker.

Confirm the label exists under Settings > Labels, then reopen the label picker from the workpaper actions menu.

The label group is not visible as a column.

Open Columns and select the label group, then save the column selection.

I cannot find a saved view.

Open Views with the same user account and organization client account where the view was created, then check that the current list is the Workpaper Agent workpaper list.

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