Tagging

Tagging function is available in both main search page and on every individual item that you preview. There are multiple ways you can start tagging:

Selecting items for tagging

• Tag individual items by clicking on the checkbox (1).

• Mass tag multiple items by selecting “Set selection” dropbox (2).

• “Select documents on the page” - will select all the documents on the current page.

• “Select all query results” - will select everything that was found based on current query.

• “Deselect all” - deselects everything you have selected.

Tagging selected items

Once you have selected thee items you can take further actions.

First you select which tags you want to add/remove (1). Then you either Set the tags (2) or Delete the tags (3). It’s important to note that having a lot of selected items takes longer to process the set or delete actions. The process will run in the background and you will be notified once it is done.

Tagging individual items

Sometimes you might want to tag individual items when auditing. To tag individual items you can still use the mass tagging tools, but a more informed decision can be made if you open the document preview

Once you have opened the preview you can select tags (1) on the right side of the window. Once the tags are selected you can either “Tag document” (2) and stay on the same document, or “Tag and next” (3) to tag the document and move to the next one.