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.’ Your company might call them 'Machines', which break down into 'Sections', which break down into 'Assemblies.'
Article Topics
Documoto Rocket Labels
The following is a list of the available labels in Documoto Rocket user-interface (UI):
|
Label Name |
Description |
|
BOOK |
Updates 'Book' tab in Book Viewer. |
|
BOOKS |
Updates 'Books' filter label in 'Type' filter in Search. |
|
CART |
Updates label on top left of Cart. |
|
CARTS |
|
|
CHAPTER |
Updates 'Chapter' tab in Chapter Viewer and 'Chapter' label in Export. |
|
CHAPTERS |
|
|
DISCOUNTEDPRICE |
Updates 'Discount' price label in Part Info, Page Viewer bill of material, cart and order forms. |
|
TOTALDISCOUNTEDPRICE |
Updates 'Discount Total ' price label in cart and order forms. |
|
DOCUMENT |
Updates 'Document' tab in Document Viewer. |
|
DOCUMENTS |
Updates 'Documents' filter label in 'Type' filter in Search. |
|
EXTERNAL |
Updates 'External' tab in External Viewer. |
|
EXTERNALS |
Updates 'Externals' filter label in 'Type' filter in Search. |
|
IDENTIFIER |
Updates 'Identifier' label in Search Results and 'Info' tab in viewers. |
|
IMAGE |
Updates 'Image' tab in Image Viewer. |
|
IMAGES |
Updates 'Images' filter label in 'Type' filter in Search. |
|
ITEM |
Replaces '#' column header value in Page Viewer bill of material. |
|
ITEMNOTSHOWN |
Replaces empty item values in "#" column in Page Viewer bill of material. |
|
NOPRICE |
Replaces 'Call for Price' system label in Part Info, Page Viewer and Cart whenever a part has a price of '0'. |
|
ORDER |
|
|
ORDERNUMBER |
Updates 'Order Number' filter name in 'Orders' management window. |
|
ORDERS |
Updates 'Orders' label in the 'Account' drop-down menu, and the label on the top left of the 'Orders' window. |
|
PAGE |
|
|
PAGES |
Updates 'Pages' filter label in 'Type' filter in Search. |
|
PART |
|
|
PART NUMBER |
Updates 'Part Number' label in Part Viewer 'Info' tab, Page Viewer bill of material column header and 'Part Number' label in Search Results. |
|
PARTS |
Updates 'Parts' table label in order and quote forms and 'Parts' filter label in 'Type' filter in Search. |
|
PURCHASEORDER |
Updates 'Type' label for 'Purchase Order' filter in the 'Orders' management window. |
|
QTY |
Updates 'Qty' label in Page Viewer bill of material and cart parts table. |
|
REQUESTFORQUOTE |
Updates 'Type' label for 'Request for Quote' filter in the 'Orders' management window. |
|
RETAILPRICE |
Updates 'Retail' price label in Part Info, Page Viewer bill of material, cart and order forms. |
|
TOTALRETAILPRICE |
Updates 'Retail Total ' price label in cart and order forms. |
|
SEARCHPROMPT |
Updates the prompt in the library search bar; does not impact book search prompt. |
|
SUBMITPURCHASEORDER |
Updates the "Purchase Order" submit button label in the cart. |
|
SUBMITREQUESTFORQUOTE |
Updates the "Request for Quote" submit button label in the cart. |
|
UOM |
Updates unit of measure label in Page Viewer bill of material and cart parts table. |
|
VIDEO |
Updates 'Video' tab in Video Viewer. |
|
VIDEOS |
Updates 'Videos' filter label in 'Type' filter in Search. |
|
WHOLESALEPRICE |
Updates 'Wholesale' price label in Part Info, Page Viewer bill of material, cart and order forms. |
|
TOTALWHOLESALEPRICE |
Updates 'Wholesale Total ' price label in cart and order forms. |
Create a New Label
- Login to Documoto.
- Open 'Tenant Administration'
- Select ‘Labels’ under the ‘Miscellaneous’ section.
- Click the ‘New’ button.
- Under the ‘Label Key’ drop-down, select the label that you wish to change.
- In the ‘Translations grid click the ‘Add’ button.
- Enter the new label name in the ‘Name’ field that appears.
- Add a description to the ‘Description’ field.
- If you are setting this up for several locales, continue adding rows for each locale to the ‘Translations’ grid.
- Click ‘Save’ to save the new label.
- Your label should now appear in the ‘Labels’ grid.
- Log out and then log back in.
- You should now be able to see your label changes.
Editing and Deleting Existing Labels
- Login to Documoto.
- Open ‘Tenant Administration.’
- Select ‘Labels’ under the ‘Miscellaneous’ section.
- Highlight the label that you wish to edit or delete by clicking on it in the ‘Labels’ grid.
- Select the ‘Edit’ or ‘Delete’ button.
- 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.
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