How to organize your tags into groups

Tag groups allow related tags to be grouped together, so that the reviewer can see tags organized by group in the tag picker and easily choose the right tag. This feature is especially important for lawyers using a high quantity of tags, as it allows you to organize tags and keep your sanity!

To create a new tag group, navigate to the menu SETUP > Tags. From here, create and name a tag group, then select which tags belong within each. By default DISCO will pre-populate the following groups and tags:

  • Issue
  • Importance: Hot
  • Responsiveness: Responsive, Non-responsive
  • Privilege: Attorney-Client, Work Product

You may also reorder the tags or tag groups via the admin screen. The order specified will be the order they are presented within the tag picker drop-down during review.

As a reviewer, you may expand or collapse tag groups. Your choice will be preserved as you navigate through document review.

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