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Labels (Post from FTP)

Use this document posting setting to choose a label or labels for the report to help organize files more specifically. For more information on labels, see Manage Labels.

Create a New Label On the Fly

You can also create a new label on the spot if none of the existing labels apply.

To create a new label:

1. Click Create new label.

2. In Enter new label, type the name of the label.

   

3. Click Add. The new label is automatically applied to the document.

   

For more information about posting files from the Accounts page, see Post Documents, Reports, and Other Files to Client Portals.

For more information on using Post From FTP, see Post From FTP (Auto-Post) to Client Portals.