Smart tags classify documents automatically based on rules you define in the Tag Wizard. Instead of tagging files one by one, you describe the conditions and Hintyr finds every matching document. Re-evaluate anytime to pick up new files as your case evolves.
How smart tags work
A smart tag stores a set of filter criteria alongside the tag itself. When you create or re-evaluate it, Hintyr checks every file in the case against those criteria and assigns matching files automatically. Criteria can reference document metadata (People, Document Type, Privilege Type), file properties (name, MIME type, size, dates), and relationships (custodian assignment, membership in other tags).
Because the criteria are saved, you can re-evaluate a smart tag at any time to pick up newly uploaded or processed files. Smart tags display a sparkle icon in the Tags tab so you can distinguish them from manual tags at a glance.
Creating a smart tag
Click the Tag Wizard button at the top of the Tags tab. By default, the dropdown is set to "Create new smart tag," which shows a Tag Name text field for your new tag. Define one or more conditions in the criteria builder, preview the matches, and click Create Smart Tag to save. For a complete walkthrough of each step, see the Tag Wizard guide.
Editing an existing smart tag
To modify criteria on an existing smart tag, open the Tag Wizard and select the tag from the dropdown labeled Select or create a smart tag. Existing smart tags appear with a sparkle icon. When you select one, the wizard loads its saved criteria so you can adjust, add, or remove conditions. Click Update Smart Tag to save your changes. You can also right-click any smart tag in the Tags tab and select Edit criteria to jump straight into the wizard with that tag loaded.
Smart tag use cases
Smart tags are especially useful when you need to isolate specific document populations quickly and consistently. Some common examples:
- All emails from 2024 - Set File Type equals "message/rfc822" AND Dates Mentioned after 2024-01-01.
- Documents mentioning a key person - Set People "contains any of" with the person's name to gather every file that references them.
- Opposing counsel correspondence - Combine Email From or Email To conditions with the counsel's email address.
- Large attachments - Set File Size "greater than" a threshold to surface files that may need special handling.
- Cross-tag analysis - Use the Has Tag field to match files already in another tag, enabling layered categorization like "Privileged emails from Q3."
Manual overrides on smart tags
You can manually add or remove individual files from a smart tag, just like with a manual tag. Files you add by hand are included regardless of whether they match the criteria. Files you remove by hand are excluded even if the criteria would otherwise match them. These manual overrides take precedence over the automatic results and persist across re-evaluations.