Create a Tag

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.

Create a Tag

1. On the Home page, select Configuration:

   

2. Select Tags:

   

3. Select the plus icon.

   

   The New Tag section appears.

   

4. Define a Name for the tag.

5. Use the Color picker to select a unique color for the tag.

6. Define a Shortcut Key for the tag. This should be a single letter (Alphanumeric, Arrow or Page buttons).

7. Select the Interaction Contract type. Choose from:

   • None: The tag will have no additional value.

   • Single select: The reviewer will need to select one additional value for the tag.

   • Multi select: The reviewer can select multiple additional values for the tag.

8. For Single select/Multi select, define your options as needed:

   

   View options.

   • Reviewer can add options

     If checked, users are allowed to add their own values to the tag. If not checked, you must create List Items that users will 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.

   • Number of items to display (if using Multi select)

     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 +

     

     Note: To edit a Tag List Item, select it. Modify the tag text. After you have defined a new tag, click Apply. To remove the tag, click on the x in the green box.

9. Define when the tag is shown to the user.

   View Options.

   • 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.

     • 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.

10. Define when the tag is hidden from the user.

    View Options.

    • 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.

      • 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.

11. Click Apply.

    

Note: After ZyLAB ONE is restarted, users can use the new tag. Each listed tag can be deleted or edited.