How to use labels in o365

In Office 365 (Microsoft 365), tagging or labeling a document is done using Sensitivity Labels or Retention Labels. Here’s a brief guide on how to do it:

Using Sensitivity Labels

1. Open the Document:
   Open the document in Word, Excel, or PowerPoint.
2. Access the Sensitivity Menu:

• In the ribbon, click on the “Sensitivity” button. If you don’t see it, you might need to click on the “Home” tab first.

1. Apply a Sensitivity Label:

• From the drop-down menu, select the appropriate sensitivity label for your document. These labels are predefined by your organization’s IT administrator and might include categories like “Confidential,” “Internal,” or “Public.”

1. Save the Document:

• Save the document to apply the label.

Using Retention Labels

1. Open the Document Library in SharePoint or OneDrive:
   Go to your SharePoint document library or OneDrive where your document is stored.
2. Select the Document:

• Check the box next to the document you want to label.

1. Apply the Retention Label:

• Click on the “Details” pane (often found on the right side or by right-clicking the document).
• In the “Details” pane, find the “Apply label” section.
• Select the appropriate retention label from the drop-down menu.

Through Office 365 Compliance Center

1. Access the Compliance Center:

• Go to the Microsoft 365 Compliance Center (https://compliance.microsoft.com).

1. Navigate to Information Governance or Information Protection:

• Depending on what you need, go to either “Information Governance” for retention labels or “Information Protection” for sensitivity labels.

1. Create or Manage Labels:

• Here you can create new labels or manage existing ones.

1. Publish the Labels:

• Publish the labels to make them available for use in Office apps and SharePoint/OneDrive.

Additional Tips

• Permissions: Ensure you have the necessary permissions to apply labels. Your organization’s IT admin might need to grant these permissions.
• Policy Settings: Labels and their effects are defined by your organization’s policies. If you can’t find a label, check with your IT department.

These labels help manage the security, compliance, and governance of your documents within Microsoft 365.