Creating Tags

Tags can be used to label documents. When conducting an investigation, it is useful to tag relevant, irrelevant, potentially relevant or other documents accordingly. Configure the tags that will be available for users/reviewers in Document View. Administrators can make changes while users/reviewers are active in the Matter.

  • On the Home page, select Configuration:

  • Select Tags:
          
  • Select
    The New Tag section appears.
  • Define a Name for the tag. This is how users will see it.
  • Use the Color picker to select a unique color for the tag. 
  • Define a Shortcut Key for the tag. This should be a single letter (Alphanumeric, Arrow or Page buttons). 
  • Select the Interaction Contract type. Choose from:
    • None
      The tag will have no additional value.
    • Single select
      The tag can be given one additional value.
    • Multi select
      The tag can be given multiple additional values. 
  • For Single select/Multi select, define the following options:

    • Reviewer can add options
      If checked, users are allowed to add their own values to the tag. If not checked, create List Items users must choose from.
    • Allow empty response
      If checked, users are not forced to add an additional value to the tag.       
    • Preamble
      Add a line to explain the options to your users.
    • List-type (single select) or Number of items to display (multi select)
      Set the List-type to a box or a radio button.
      Set the Number of items to display to a maximum.
  • Select List Items
    Define the tag options a user can choose from.
    Type a value to add and click Add + 

  • To edit a Tag List Item, select it. Modify the tag text or remove it by clicking the cross. After you have defined a new tag, click Apply.

    To remove  the tag, click on the cross in the green box.

  • Define when the tag is shown to the user.
    • Always show this tag
      User always sees this tag. 
    • When certain tags apply
      User only sees this tag after he selected another tag.
      • All of these tag(s) apply
        Only if all these tag(s) are selected first, new tag is shown.
        For example, the user first selected the tag Privileged. After that, he can see the new tag.
      • And any of these tag(s) apply
        And if one of these tag(s) are selected too, new tag is shown.
        For example, the user first selected the tag Privileged, and also the tag German or French. Only after those two selections, he can see the new tag.
  • Define when the tag is hidden from the user.
    • Never hide this tag
      User always sees this tag. 
    • When certain tags apply
      User cannot see this tag after he selected another tag.
      • All of these tag(s) apply
        Only if all these tag(s) are selected first, new tag is hidden.
        For example, the user first selected the tag Responsive. After that, the new tag is hidden and cannot be selected anymore.
      • And any of these tag(s) apply
        And if one of these tag(s) are selected too, new tag is hidden.
        For example, the user first selected the tag Responsive, and also the tag Confidential or Privileged. Only after those two selections, the new tag is hidden.
  • Click 
  • After ZyLAB ONE is restarted, users can use the new tag.
  • Each listed tag can be deleted or edited.