Tagging and Commenting Documents

• In the Documents view, select a document.
• The Comments field and tags become accessible.
• 
• To tag the document, click a tag button: Relevant, Privileged, Flagged, or Work Product.
• In the Comment field, type in your comments and press Enter or click the Add Comment button.
• 
• To view your comment and tags, select the Tags tab.

• In the A Case Overview toolbar, click Save A Case, unless Auto-Save is enabled—see Using Auto-Save.

  NOTE
  If you need to delete or search a new tag, make sure to wait until the system has fully committed them in the index and then it will be searchable. This may take a few minutes.

• In the Case Overview toolbar, click Edit Case.
• The Edit Case dialog box opens.
• Select the Tags tab.
• A list of tags that are currently being used is displayed.
• 
• Click Add New Tag.
• A new tag appears at the bottom of the list.
• 
• Place a check mark beside the new blank tag. Click inside the text box, give the tag a name and press Enter.
• A red triangle at the corner of the new tag indicates a custom tag.
• 
• (Optional) To remove a tag, select a tag and click Remove selected Tag(s).
• Click Save.
• IMPORTANT
  Enabling Auto-Save does not enable automatic saving of case parameters when editing a case.
• The new tag is added to the tags at the bottom-right of the Document view. If you removed any tags, they no longer appear in the interface.
• 

To remove a tag previously applied to a document, do the following:

• Select the document in the Documents View, navigate to the bottom-right corner of the Documents view, click Remove Tag and select the tag to remove.
• 
• 

To remove a tag previously created but not currently applied to any documents in the case, do the following:

• Navigate to the A Case Management toolbar, click Edit A Case and select the Tags tab. Place a check mark beside the tag to remove and click Remove Selected Tab(s).
• NOTE
  The In Use column indicates whether the tag has been used or not (false = no, true = yes).
• 
• The tag is removed from the case on which you are working.