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Shortcut keys for tagging

When in the document viewer, you may tag the document 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.

 

Create and manage tags via the top menu Manage > Tags.

When tags are created, they are automatically assigned a keyboard shortcut. Tag shortcuts are in the format of SHIFT + [Letter] (i.e. hold down the shift key, and type a single letter). 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 receive a shortcut key.

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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