One of the primary activities when preparing documents for discovery is applying tags. A tag is a type of “marker” that allows you to categorize and identify specific document characteristics.
Typically defined by an administrator, tags allow you and your organization to find and identify similar documents—for example, those that are privileged in some way, or those needing review by a topic expert. Enterprise Review makes it easy for you to tag documents.
Administrators define each case to include document tags.
Tags allow you to work with documents that share similar characteristics or need similar attention. Following are a few common uses of tags:
Define a review pass based on a specific tag, see Create Review Passes and Batches.
Produce a document set based on a tag, see Create Export Sets.
Tagging Multiple Documents
This procedure is covered in the "Mass Action" section. For details, see Tag Multiple Documents.
Assign Keyboard Shortcuts to Tags
Administrators have the ability to assign hotkeys to individual tags. Once a hotkey has been assigned, reviewers working in the Document Viewer window can quickly apply a tag to a document by pressing the keys associated with that shortcut.
For instructions on how to assign a shortcut to a tag, see Assign Keyboard Shortcuts to Tags. For information on how to review documents using keyboard shortcuts, see Use Keyboard Shortcuts To Review Documents.