You need a way to group and classify documents on your own terms. The tags tab lists all tags in your case with document counts, lets you expand any tag to browse its member documents, and gives you quick access to create manual tags or manage existing ones. To build criteria-based tags, see the Tags section.
The interface may display this feature using the label 'folders.' In this documentation we use the term 'tags' for consistency. A single document can belong to multiple tags, so tags work more like labels than traditional file system folders.
Seeing your tags and document counts
When you switch to the tags tab, you see every tag in the current case. Each tag shows its name and a count of assigned documents, giving you an at-a-glance view of how your collection is organized and how many documents fall into each group.
Click any tag to expand it and see its documents. From there, click any document to open it in the viewer, just as in the uploads tab. The tags tab is the quickest way to narrow your review to a specific subset of documents.
Creating a manual tag
At the top of the tags tab, click Create Tag and enter a name. Once created, the tag appears in the list and you can start assigning documents to it right away.
To assign documents to a tag, open the file actions menu on any document row and select Add to Tag. A submenu lists all existing tags plus an option to create a new one. You can also assign tags in bulk: select multiple documents first, then apply the tag. See multi-select operations for details.
For criteria-based tagging with the Tag Wizard, see the Tags section.
Managing tags with the context menu
Right-click any tag (or click the menu icon next to it) to open its context menu. The available options depend on whether the tag is manual or smart:
- Rename - Change the tag name. Available for both manual and smart tags.
- Delete - Remove the tag entirely. This unlinks the tag from all documents but does not delete the documents themselves.
- Edit criteria - Modify the criteria of a smart tag. Only available for smart tags created with the Tag Wizard. See Tag Wizard for details.
- Validate (TAR) - Run a technology-assisted review validation on the tag to measure consistency and generate statistical metrics that can support defensibility arguments. See TAR Validation for details.