Create Public Tags

Public tags are visible to anyone who has permission to access a particular case or review batch, and also has the privilege to view tags. Tags are presented in logical groups on the Doc Tags and Page Tags tabs in Review.

Administrators define the tags for cases and review passes. (Review passes contain the batches that you open in Review.) Certain users may also be given the privilege to add and manage tags. Contact your administrator if you have questions about tagging documents.

About Creating Public Tags

If you have sufficient privileges, you may be able to create and manage public tags and tag groups as explained in the following paragraphs.

These changes will be available to everyone working on the case or review batch, so it is imperative that changes are made only according to specific instructions from your administrator.

Define New Public Tag Groups

NOTE: The following procedure applies only if a coding form is being used that does not have tags defined as part of the coding form.

All tags must be in a tag group, and the tag group must exist before you create the tags. If you have the privilege to do so, create public tag groups in Review as follows:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Review the case instructions for creating the new tag group(s) and tags.

  4. Right-click in the Doc Tags or Page Tags tab and select Tag Palette > Add Public Tag.

  5. In the Add Tags and Groups dialog box, click the Create Group button.

  6. Enter a name for the tag group. Names must be unique.

  7. If desired, select the Tag Family option. When a tag in the group is applied to a document, the tag will be applied to the selected document and its relatives as explained in Tags and Related Documents.

  8. NOTE: Other types of tag group rules must be defined in Administration. See Tag Rules for details on these rules.

  9. Click OK.

  10. Repeat steps 4 - 8 to add other tag groups.

  11. When finished, add tags to the group(s) as explained in the next procedure, or click OK and add tags later.

Define New Public Tags

NOTE: The following procedure applies only if a coding form is being used that does not have tags defined as part of the coding form.

If you have the privilege to do so, create public tags in Review as follows. The group to which the tag belongs must already exist. If it does not, complete Define New Public Tag Groups first.

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Review the case instructions for creating the new tags.

  4. Right-click in the Doc Tags or Page Tags tab and select Tag Palette >Add Public Tags.

  5. Select the needed group name, then select Create Tags in the top-right corner of the dialog box, or right-click on the group name and select Add tags.

  6. To add tags that are subordinate to an existing tag, select the tag in question, then right-click and select Add tags, or select Create Tags in the top-right corner of the dialog box.

  7. In the resulting dialog box, enter one or more tag names, one per line. Names must be unique.

  8. When all names are added, click OK.

  9. NOTE: By default, new tags will be shown on the default palette and not included in the Privilege Report. If changes are needed for these options, do so in Administration.

  10. Repeat steps 4 - 7 to add tags to other tag groups.

  11. As needed, communicate with your team members to explain the new tags and their use. Administrators should update case instructions and/or alerts as explained in Add, Edit, or Delete Case Instructions, Alerts, and Non-Discovery Documents.

 

Related Topics

Manage Public Tags

Tag a Document or Page