Overview
Standard Metrics' document storage system makes easy for customers to organize, filter, and group the many documents that they use and store on Standard Metrics.
Core Features
Standardized document types: Define documents from a dropdown of options (such as Balance Sheets or Board Decks) for quick identification and consistent alignment across the firm.
Custom labels: Track the nuances you care about with your own labels and label groups. (For example, use custom labels to create an “Audit Status” label group with custom labels “Audited” and “Unaudited.”)
Filtering by type and label: Filter down to only the documents you care about.
Search: Find any document by name via a quick lookup in our new search bar.
Types vs. Labels: Understanding the Difference
There are two distinct systems for organizing documents:
Types
Standardized across the platform
Intended for consistent categorization of core document categories
Selected from a predefined dropdown
Labels
Created and managed by each firm
Fully customizable
Organized into label groups
Both systems work together to create a structured but flexible document framework.
How to Create Labels
To create or manage labels:
Navigate to Settings
Click on Documents
Create label groups
Add custom labels within each group
Once created, labels can be applied to documents and used for filtering.
Why This Matters
With these upgrades, Standard Metrics now provides:
Greater flexibility for firm-specific workflows
Faster document retrieval
Improved audit readiness
A stronger foundation for downstream analytics and AI-powered insights
