Criteria Modes

The Tag Wizard offers two criteria modes. Simple mode gives you a flat list of conditions with a single ALL/ANY toggle. Advanced mode supports nested condition groups with independent logic, the NOT operator, and cross-group drag-and-drop.

Simple mode

Simple mode is the default when you open the Tag Wizard. It shows a flat list of condition rows with a single ALL / ANY toggle at the top that applies to every condition in the list.

ALL - A file must satisfy every condition to be included. This is a logical AND across all rows.
ANY - A file must satisfy at least one condition. This is a logical OR across all rows.

Simple mode works well for most document review scenarios. To find all emails from 2024, you'd set two conditions (File Type equals "message/rfc822" AND Dates Mentioned after "2024-01-01") with the toggle set to ALL. To find files that are either PDFs or Word documents, set two conditions with the toggle set to ANY.

Advanced mode

Advanced mode lets you create nested condition groups, where each group has its own ALL / ANY toggle. This enables complex boolean logic that a single flat list can't express. To switch, click the Mode toggle in the top-right corner of the criteria builder and select Advanced.

In Advanced mode, you can:

Create nested groups - Click Add Group to create a sub-group within an existing group. Each group gets its own ALL/ANY toggle. Nesting goes up to three levels deep.
Use the NOT operator - Toggle the NOT option on any group to negate its logic. For example, NOT (File Type equals PDF) matches every file that isn't a PDF.
Drag conditions between groups - Click and hold the drag handle on any condition row and move it into a different group. This makes reorganizing your criteria straightforward as your logic evolves.

Example: complex criteria with nested groups

Say you need to find all documents where (People contains John Smith AND Document Type is Email) OR (People contains Jane Doe AND Document Type is Letter). Simple mode can't express this because the ALL/ANY toggle applies to all conditions uniformly. In Advanced mode, you would:

Set the top-level group to ANY.
Create a sub-group set to ALL with two conditions: People contains "John Smith" and Document Type equals "Email."
Create a second sub-group set to ALL with two conditions: People contains "Jane Doe" and Document Type equals "Letter."

The resulting tag matches files satisfying either group, giving you exactly the document set you need.

Switching between modes

Simple to Advanced is always safe. Your existing flat list becomes the root group in Advanced mode with no loss of information. You can then add sub-groups and adjust logic as needed.

Advanced to Simple requires flattening nested groups into a single list. If your criteria include nested groups, the wizard shows a warning before switching because flattening removes each group's individual ALL/ANY toggle. All conditions merge into one flat list with a single toggle. If you only have one group with no nesting, the switch is smooth and no warning appears.

Frequently asked questions

What is the difference between Simple and Advanced mode?

Simple mode uses a flat list of conditions with a single ALL/ANY toggle. Advanced mode lets you create nested condition groups, each with its own ALL/ANY toggle, and supports the NOT operator. Simple mode works for most use cases. Use Advanced mode when you need logic like "(People contains John AND Document Type is Email) OR (People contains Jane AND Document Type is Letter)."

How many levels of nesting does Advanced mode support?

Advanced mode supports up to three levels of nesting. This provides enough depth for complex boolean expressions while keeping the criteria builder manageable.

Will I lose my conditions if I switch from Advanced to Simple?

If your criteria include nested groups, a warning appears because flattening removes group-level logic. The individual condition rows are preserved but merge into a single flat list with one ALL/ANY toggle. If you only have one group, no data is lost.

Can I drag conditions between groups in Advanced mode?

Yes. Click and hold the drag handle on any condition row and move it into a different group. This lets you reorganize criteria without recreating conditions.