Tag messages, emails, and files during review to organize evidence by topic, issue, or relevance. Tags are saved at the case level and available across searches, exports, and reports.
Tag a phone or social media message
Click a message in a conversation to select it. The Evidence Panel opens on the right showing the message text, Tags, and Comments.
Click a tag to apply it, or type a new tag name and press Enter. Applied tags appear next to the message in the conversation view and in the Evidence Panel.
Tag an email
Open a collected email. The Tags on This Conversation section shows tags applied to the entire email thread. Click a tag to apply it, or type a new tag name in the "New tag..." field and press Enter.
To tag an individual email, click it to open the Evidence Panel. Apply tags in the Tags section.
Tag a file
Click the Files tab in a data source to view collected files. Click Tags at the bottom of the file list to open the tagging panel.
Select a file to preview it. Tags appear below the preview alongside Download, Comments, and Snip.
Tag messages in bulk
Click Bulk Tag in the toolbar. Select a tag from the "Select a Tag to Apply" dropdown, or create a new one.
Click messages in the conversation to apply the selected tag. A tag count appears next to each conversation in the sidebar.
Click Done when finished.
Tag by keyword search
Type a keyword in the search bar to find matching messages within a conversation. The result count shows how many messages match (e.g., "1 of 3 results").
Click "Tag All [N] Results" to select tags for all matching messages. Choose the tags to apply and click Apply.
Confirm the action to apply the selected tags to all matching messages at once.