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How do I tag documents (mass or single)?

There are two ways to tag a document in DISCO: mass tagging and individual tagging.

Mass Tagging

The purpose of mass tagging is to apply tags in bulk to documents in a search result set. To use mass tagging, first run a search. Next, you can either tag the entire search result set, or choose particular documents in the set using the check boxes to the left of each document row. In the upper right corner of the search results, choose the “Tag” button. In the mass tag dialog, you have the following options:

  1. Apply Tag(s) - tag(s) to add to the documents
  2. Remove Tag(s) - tag(s) to remove from the documents
  3. Apply tag changes to related documents (Tag Propagation)
    1. Attachments of search results
    2. Family members of search results
    3. Emails in the same conversation as search results

The system will then begin mass tagging all of the search results or selected rows. This process may take some time, depending on the number of documents to be tagged. Disco will notify you once the mass tagging completes.

*IMPORTANT NOTE: For all matters created on or after 12/06/2016, please read Tag Propagation to gain full knowledge of all tagging propagation options available to you.

Keywords: batch tag, bulk tag, batch code, group tag, tag globally 

Individual Tagging

Tag an individual document in the document viewer by clicking in the empty space of the black, upper-left tag box to expand the tag menu. Either choose a tag from the menu, or start typing to filter the tags.

 

When tags are created, they are automatically assigned a keyboard shortcut. Tag shortcuts are in the format of SHIFT + [Letter or Digit] (i.e., hold down the shift key, and type a single letter or numerical 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 in the tag menu in the document viewer. Keyboard shortcuts will only be assigned for the first 36 tags created (26 letters + 10 numerical digits).

Administrators and reviewers may also override DISCO assigned shortcut using Custom Tag Shortcuts feature on the Tag Groups page. Using Custom Tag Shortcuts, specify which shortcuts you want to use to apply each tag.

Tag changes in the document viewer will always be applied to all documents attached to the current document (i.e., email attachments or embedded files). To have all tag changes also apply to all emails in the current email’s conversation as well, check the “Apply tag changes to entire conversation” checkbox before making tag changes.

 

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