There are two ways to tag a document in DISCO: mass tagging (in search) and individual tagging (in the document viewer). Tags can be created in the document viewer during search or in quality control.
Individual tagging in the document viewer
Tag an individual document in the document viewer by typing a tag into the tag field under Tags in the left panel. Either choose a tag from the menu or start typing to filter the tags.
When you start typing, all tags with those letters will appear underneath in a list. Depending on your permission levels, you may also be able to add a new tag with the term you typed.
Once you've added a tag to the field, it is automatically saved to the document. You do not need to do anything further.
If you also want to add the tag to documents related to the document you're viewing, click the Apply changes to dropdown.
To manage tags, in the DISCO main menu, click 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). If you delete a tag with a shortcut and add additional tags, the new tags will NOT be assigned a shortcut key.
Administrators and reviewers may also override DISCO-assigned shortcuts using the custom tag shortcuts feature on the All Tags page.
Using custom tag shortcuts, specify which shortcuts you want to use to apply each tag.
Tagging an email conversation
Your tag propagation settings will determine if the changes applied to the current document will always be applied to attachments and/or all family members as well.
To have all tag changes apply to all emails in the current email conversation:
- Click the tag icon next to Conversation.
- In the expanded view of the documents making up the conversation, click the dropdown arrow to display the menu.
- Select Emails in conversation to apply tags to all emails before making tag changes or additions.
Selecting Inclusive emails or Inclusive emails and all attachments and their parents before making tag changes will apply tags to the only to the current email or to the email and its attachments.
Mass tagging in search
The purpose of mass tagging is to apply tags in bulk to documents in a search result set.
To mass tag documents:
- Run a search. Either tag the entire search result set, or select documents using the checkboxes, and then click the mass tag icon.
- In the mass tag dialog, you have the following options:
- Apply – Tags to add to the documents
- Remove – Tags to remove from the documents
- Apply tag changes to related documents (Propagating tags)
- Documents similar to selected documents
- All similar documents
- Just exact duplicates
- Just near duplicates
- Attachments of selected and similar documents
- Family members of selected and similar documents
- Emails in the same conversation as selected and similar documents, and family members of those emails
- Documents similar to selected documents
- 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 is complete.
Mass tagging during a review
To mass tag documents during a review:
- In the DISCO main menu, click Quality Control.
- On the QC Samples page, click Open to display a list of reviewed or unreviewed documents.
- On the sample page, click a document to open it in the document viewer.
- In the RELATED DOCUMENTS section, click the tag icon.
- Either choose a tag from the menu or start typing to filter the tag.
- Select the Select entire set checkbox.
- Click +Add Tags to apply tags to all documents.
To remove a mass tag, select the tag and click Remove Tags.
For more information, see: