Tags and Related Documents

Documents may be related to one another, such as an email and attachments. Your administrator defines document relationships in a BEGATTACH field; family members for a selected document are shown in the Relationships panel. See "Relationships Panel" for more information on relationships.

Tagging Related Documents

Your administrator may define tag groups with the Tag Entire Family rule, meaning if you apply a tag in the group, it will be applied to all related documents. Whether a tag is configured with this rule depends on the nature of the tag and guidelines for your case.

For example, a tag for identifying illegible documents would in all likelihood apply only to individual documents. A tag for identifying documents needing a specialist’s evaluation might apply to a document and its relatives. Refer to your case instructions or contact your administrator for guidelines regarding the case you are evaluating.