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Compliance Officers - Tag Set

Tags are user-defined labels than can be applied to documents within a Review Set from the Compliance Search Page. This feature can be used to help organize items in a Review Set that contains a large number of documents. Tagging is also useful when documents are shared with a large group of Compliance Officers or reviewing attorneys.

Table of Contents

Create and Apply a Tag

You can create new tags and tag sets within a Review Set from the Compliance Search page.

Before creating a tag for the first time, you must:

Select Documents to Tag

Documents are tagged within a Review Set.

  1. Log in to the Compliance Search page.
  2. Click the double arrow button next to the Search tab to expand the left pane.
  3. Click My Sets.
  4. A list of available sets appears.

  5. Click Review Set
  6. The available Review Sets appear.

  7. Click the name of the Review Set you want to view.
  8. A list of the documents within the Review Set appear in the main window.

  9. Select the check boxes of the documents that you want to use for tagging.

Create a New Tag Set

After you select documents to tag from within a Review Set, you can create a new Tag Set.

  1. In the Review Set view, click Manage Tag from the menu bar.
  2. Click Add Tag.
  3. The New Tag dialog box appears.

  4. Click the Tag Set menu, and then select Create New...
  5. The New Tag Set dialog box appears.

  6. Enter a Tag Name and Description.
  7. Click OK.
  8. After the application processes your request, the new Tag Set name appears in the Tag Set menu of the New Tag dialog box.

Create a New Tag

After you create a Tag Set within the New Tag dialog box, you can create a new tag.

  1. From the New Tag dialog box, enter a Tag Name and Description.
  2. Click OK.
  3. The new Tag Set appears as an option in the Manage Tag(s) dialog box.

Apply a New Tag

After you create a new tag, you can apply the tag to the documents you selected above.

  1. From the Manage Tag(s) dialog box, select the tags or Tag Sets you want to apply.
  2. You can select single tags, multiple tags, or entire Tag Sets.

  3. Choose a Selection Range:
    • Selected: Applies selected tags or Tag Sets to only the selected documents in the Review Set.
    • This Page: Applies selected tags or Tag Sets to only the documents currently visible in the Review Set window.
    • All: Applies selected tags or Tag Sets to all of the documents within the selected Review Set.
  4. Click Apply.

Create Additional Tags

After you have created at least one Tag Set, you can create additional tags from the My Sets menu in the Compliance Search page.

  1. Log in to the Compliance Search page.
  2. Click the double arrow button next to the Search tab to expand the left pane.
  3. Click My Sets.
  4. A list of available sets appears.

  5. Click Tag Set
  6. The available Tag Sets appear.

  7. Click the name of the Tag Set you want to view.
  8. A list of the tags within the Tag Set appear in the main window.

  9. Click Add Tag from the menu bar.
  10. Enter a Tag Name and Description.
  11. Click OK.

Apply Tags to Documents in a Review Set

Tags are applied within a Review Set.

  1. Log in to the Compliance Search page.
  2. Click the double arrow button next to the Search tab to expand the left pane.
  3. Click My Sets.
  4. A list of available sets appears.

  5. Click Review Set to view the list of Review Sets.
  6. The available Review Sets appear.

  7. Click the name of the Review Set you want to view.
  8. A list of the documents within the Review Set appear in the main window.

  9. Select the check boxes of the documents that you want to use for tagging.
  10. Click Manage Tag from the menu bar.
  11. Select the tag or tags you want to apply to the selected documents.
  12. You can select individual tags, multiple tags, or entire Tag Sets.

  13. Choose a Selection Range:
    • Selected: Applies selected tags or Tag Sets to only the selected documents in the Review Set.
    • This Page: Applies selected tags or Tag Sets to only the documents currently visible in the Review Set window.
    • All: Applies selected tags or Tag Sets to all of the documents within the selected Review Set.
  14. Click Apply.

Review Applied Tags

By default, tags are not viewable within a Review Set. To review applied tags, add the Review Tag(s) column to the Review Set list headings.

  1. Log in to the Compliance Search page.
  2. Click the double arrow button next to the Search tab to expand the left pane.
  3. Click My Sets.
  4. A list of available sets appears.

  5. Click Review Set to view the list of Review Sets.
  6. The available Review Sets appear.

  7. Click the name of the Review Set you want to view.
  8. A list of the documents within the Review Set appear in the main window.

  9. Move your cursor over the Title heading above the list of documents.
  10. A down arrow appears to the right of the heading title.

  11. Click the down arrow, point to Columns, and then select the Review Tag(s) check box.
  12. The Review Tag(s) column appears in the heading row.

  13. Click a tag under the Review Tag(s) column.
  14. A list of tags applied to that document appears.

Enable or Disable Tags

Once a tags and Tag Set has been created, they cannot be deleted. Instead, you can configure whether tags are enabled or disabled. Enabled tags are viewable within a Review Set, and disabled tags are hidden.

Disabled tags are not available for advanced searches.

  1. Log in to the Compliance Search page.
  2. Click the double arrow button next to the Search tab to expand the left pane.
  3. Click My Sets.
  4. A list of available sets appears.

  5. Click Tag Sets.
  6. A list of available Tag Sets appears.

  7. Click the name of the Tag Set you want to view.
  8. A list of tags within the Tag Set appear in the main window.

  9. Select the check boxes of the tags you want to enable or disable.
  10. Click Enable or Disable.
  11. The Enabled column updates with a check mark for enabled or an X for disabled, depending on your selection.

Share Tags

Tags can be shared with other users or user groups. Sharing tags can help keep files and emails organized when documents are being reviewed by several users.

  1. Log in to the Compliance Search page.
  2. Click the double arrow button next to the Search tab to expand the left pane.
  3. Click My Sets.
  4. A list of available sets appears.

  5. Click Tag Sets.
  6. A list of available Tag Sets appears.

  7. Click the name of the Tag Set you want to view.
  8. A list of tags within the Tag Set appear in the main window.

  9. Select the check boxes of the tags you want to share.
  10. Click Share from the menu bar.
  11. The Security dialog box appears.

  12. Click Add.
  13. The Select User or Group dialog box appears.

  14. Select the users or groups that you want to allow to use or view the selected tags.
  15. Click OK.
  16. The user or user groups you select appear in the Group or User Names box in the Security dialog box.

  17. Select the Allow check boxes for the Capabilities that you want the selected user to be able to perform.
    • Add/Append: place additional items in the set.
    • View: see the tags when they are applied to items.

    You can also modify sharing options for other users and user groups listed in the Group or User Names box.

  18. Click OK.