Create Tag Palettes

The tag palette includes groups of tags that are to be applied to each document in your case. To ensure proper and efficient review processes within your organization, Enterprise Review enables you to define and manage tag groups and tags for each case. This figure shows an excerpt of a typical tag palette.

Changes to tag groups and tags can be made after case review begins (with the exception that tag groups/tags in use cannot be deleted).

Plan Tag Definitions

As with many Enterprise Review tasks, proper planning will help ensure that the tags and tag groups you define match needed case review activities.

  • Groups: Consider the groups you will need, naming conventions, and group rules. See the table in Create New Tag Groups and Tags for details on rules.

  • Tags: Give some thought to the tags to be included in each group and naming conventions.

  • Nested tags: Understand the behavior of nested tags so that tags will be organized as intended.

Also consider the information users will need in order to properly apply tags and create appropriate case instructions.

Nested Tags

Nested tags include primary (parent) tags and one or more subordinate (child) tags, as in the following example. Multiple levels of tags can exist, creating a tree of related tags.

Only the most subordinate member(s) of a nested tag group can be applied, and when such a tag is applied, its parents are also applied. In the example above, if the Copyrights tag is applied, the Intellectual Property and Agreements tags are also applied.

Create New Tag Groups and Tags

To create tag groups and tags for a case:

  1. Getting started:

    1. In Enterprise Review, click on a case card.

    2. Click the Enter Case button. The Case View displays.

    3. Click the Case Settings button.

      The case setting tabs appear in a ribbon bar at the top of the screen.

    4. Click the Tag Palette tab. The Tag Palette screen opens.

    5. The left panel displays the list of tag groups already created. To create a new tag group, select the plus icon at the top of the list, beside the search bar.

    6. Enter the tag group name (up to 100 characters), then click Save.
    7. Select needed tag group rules:


      If this rule is set, then...


      Only one tag in the group can be applied to a document.


      At least one tag in the group must be applied to all documents in a batch before a batch can be marked complete.


      Maintain the current state of tags in the group. That is, if a tag in the group has been applied to documents, it remains in this state. If a tag has not been applied to documents, it cannot be applied.

      Tag Entire Family

      When a tag in the group is applied to a document, the tag will be applied to the selected document and its relatives (all generations of parents, children, siblings).

      Note: Document relationships are based on the use of a BEGATTACH field in the case.

  2. Create the group's tags as follows:

    1. Click Create Tags.
    2. In the Tag Group area, enter the group’s tags (up to 250 characters for each name). Enter one tag name per line as shown in the following figure and ensure each name is unique.

    3. When all tags have been entered, click Add.

    4. If nested tags are needed for a newly created tag, click that tag in the list and repeat steps a - c for the nested tags.
  3. When all details for the new tag group are complete, click Save. The new tag group is now available to be added to a coding form for the case.

  4. Repeat these steps to create all needed tag groups/tags.

  5. Once tags have been created, you can associate them with shortcut keys to allow for faster review. For more information, see Assign Keyboard Shortcuts to Tags.


Related Topics

Modify Public Tag Groups or Tags