Tagging Documents
You use the Tagging panel to tag documents.
Tagging a document categorizes it in some way:
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Tags are added during review to indicate whether a document is responsive, relevant to specific issues, confidential, privileged, etc.
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Tags are added for administrative reasons, e.g., a user may tag a document to indicate it needs to be printed or is ready for production.
There are various methods of tagging:
- Single document tagging is available to all users;
- Bulk tagging is only available to some users;
- Quick tagging must be activated by your Case Manager;
- Tagging controlled by tagging rules must be activated by your Case Manager.
This chapter discusses the following: