While previewing documents during an initial search, it is a good time to tag them for further classification, and add comments and notes that pertain to the . When working with hundreds or even thousands of documents in an archive, you must first cull the list down to a workable size and then tag the documents you deem pertinent to this or other . NetGovern Search includes predefined tags for this purpose:
The manager can create custom tags, which can be useful if specific tags are required for the or organization. Custom tags are specific. That is, the tags you create only exist within that . If you decide that custom tags are necessary for , be sure to define them appropriately and communicate their proper usage to your team.
Once you have tagged a document, the next step is adding comments and notes. This can be extremely helpful when it is time to look a little closer at each and every document. If you spot a document that requires further investigation, you can include instructions on what to look for, such as date ranges, terms, or names, as well as pose questions for the reviewers who will be reviewing the documents.
In the Overview toolbar, click Save , unless Auto-Save is enabled—see Using Auto-Save.
To remove a tag previously applied to a document, do the following:
To remove a tag previously created but not currently applied to any documents in the , do the following: