Tagging allows you to filter documents and to narrow down documents for productions. They can also be used for review stages and batch prints.

Review databases are limited to 1,024 tags.

Contents:

• Creating a new tag
• Renaming a tag
• Tag groups
• Tag shortcuts
• Tag naming best practices

Creating a new tag

To create a new tag or tag group:

1. In the DISCO main menu, click Tags.
   
2. Click on the Create new tag button and enter a name for the new tag under the Tag Name column.
   
3. In the Tag Group column, enter a new tag group name in the text box or select an existing group from the dropdown:
4. You can add a Tag description and set a Shortcut. You can also toggle on Tag predictions and add a Cross-matter AI model for a tag. 
5. Click the Add tag button to create the new tag. 

You can also create tags in the document viewer. In the TAGS section, in the Click or type to add a tag text box, enter a name for the new tag. Then, select a tag group from the Select a tag group dropdown. When you are finished, click Create and apply tag. This capability is available for users with the administrator, reviewer, or restricted reviewer roles.

Renaming a tag

Once a tag has been created, you may not edit the tag name. Instead, create a replacement tag:

1. Create a new tag.
2. Run a search on the old tag, using the search syntax tag("sample name"), and then click Tag.
   
3. Update the documents by applying the new tag to the documents and removing the old tag from the documents.
   
4. Delete the old tag on the Tags page.
   

Tag groups

On the Tags page, tags are organized into Tag groups.

Click the Create new tag group button to create a new tag group. You can add tags to your new Tag Group by assigning tags from the All Tags page or by creating a new tag within the new Tag Group.

To manage your Tag Groups, click the gear icon to open the Tag Group modal. By default, tag groups are in alphabetical order. You can drag and drop tag groups into the order in which you would like them to appear in the document viewer. You can also change Tag Group colors and delete Tag Groups from the Tag Group modal. 

You can add a new tag, move a tag to a different group, or delete a tag from each Tag Group or from the All Tags page. Tags are, by default, ordered alphabetically within each tag group. 

Documents tagged with privilege tags will be automatically added to the privilege log, and the privilege tags will appear in red throughout the DISCO interface.

To add a new tag group, in the Add new group text box, enter the name for the new group, and then click the plus sign icon.

Tag shortcuts

When tags are created, they are automatically assigned a keyboard shortcut. Tag shortcuts are in the format of SHIFT + [Letter or Digit]. The letter will generally be the first letter of the tag name (if the first letter is already in use, this defaults to a subsequent letter in the tag name, or any unused letter or number if necessary). The shortcuts for each tag are shown on the Tags page. Keyboard shortcuts will only be assigned for the first 36 tags created (26 letters + 10 numerical digits).

Administrators and reviewers may also edit the default assigned shortcuts on the Tags page. Hover over the row of the tag whose shortcut you want to edit, and then select a new keyboard letter for the shortcut.

Tag colors

To customize your tag colors in DISCO:

1. In the DISCO main menu, click Tags.
2. On the Tags page, click the gear icon next to ‘Tag Groups’ to open the Tag Group modal. 
3. Select a color from the colors dropdown for each Tag Group. After assigning colors to your Tag Groups, the assigned colors will be displayed next to each tag group in the All Tags section.
   
   Tag colors will be displayed anywhere tags are used in DISCO.

Tag naming best practices

If possible, we recommend that you do not add special characters to your tag names. Instead, use alphanumeric characters.