How to Modify the Documoto Classic User-Interface with Labels

This article describes how you can leverage Documoto's label feature to modify the standard naming conventions in your tenant. The label feature is particularly useful for industries that may not use the same standard verbiage for parts books, shopping cart, order/quote or pricing tiers. For example, the Documoto library contains ‘Books’, which break-down into ‘Chapters’, which further break down into ‘Pages.’  

Article Topics

• Documoto Classic Labels
• Create a New Label
• Editing & Deleting Existing Labels

Documoto Classic Labels

The following is a list of the available labels in Documoto Classic user-interface (UI): 

• Book
• Chapter
• Page
• Part
• CartTab
• Order: Purchase Order template order type
• Orders: Order Management module order type
• OrdersTab: Order Management module tab
• RFQ
• ERP
• QuickAddUnknownBook
• ItemNotShown
• RetailPrice
• WholesalePrice
• DiscountedPrice
• TotalRetailPrice
• TotalWholesalePrice
• TotalDiscountedPrice 

Create a New Label

1. Login to Documoto.
2. In the ‘Admin’ drop-down, select ‘Tenant Administration.’
3. Select ‘Labels’ under the ‘Miscellaneous’ section.
4. Click the ‘New’ button.    
5. Under the ‘Label Key’ drop-down, select the label that you wish to change.    
6. In the ‘Translations grid click the ‘Add’ button.
7. Enter the new label name in the ‘Name’ field that appears.
8. Add a description to the ‘Description’ field.
9. If you are setting this up for several locales, continue adding rows for each locale to the ‘Translations’ grid.      
10. Click ‘Save’ to save the new label.
11. Your label should now appear in the ‘Labels’ grid.
12. Log out and then log back in.
13. You should now be able to see your label changes.

NOTE: Not all labels are able to be changed. As you can see in the example, the ‘Book Viewer’ label still shows ‘Book Viewer’ and does not say ‘Parts Catalog Viewer.’

Editing and Deleting Existing Labels

1. Login to Documoto.
2. In the ‘Admin’ drop-down, select ‘Tenant Administration.’
3. Select ‘Labels’ under the ‘Miscellaneous’ section.
4. Highlight the label that you wish to edit or delete by clicking on it in the ‘Labels’ grid.
5. Select the ‘Edit’ or ‘Delete’ button.     
6. If you are ‘Editing’ your label, ensure that you click the ‘Save’ button after making changes. If you are ‘Deleting’ your label, select the ‘Yes’ button on the ‘Confirm Removal’ pop-up.