Skip to main content

How do I create tags?

Create and add tags to a case to organize evidence by issue, theme, or relevance during review.

Create tags to organize evidence by issue, theme, or relevance during case review. You can create tags from Case Settings or directly while reviewing data in Case Data.

From Case Settings

You can create tags ahead of time from the Tags card in Case Settings.

The Tags card in Case Settings with the + Add tag button

  1. Open the case and click Case Settings in the left sidebar.

  2. In the Tags section, click + Add tag.

  3. Type the tag name and press Enter.

Tags created in Case Settings are available across all data sources in the case.

From Case Data

You can create a new tag while reviewing data in Case Data.

The Tags on This Conversation panel in Case Data

  1. While reviewing data in Case Data, click Tag in the toolbar. The Tags on This Conversation panel opens, showing all tags on the case as checkboxes.

  2. Type a name in the "New tag..." field and press Enter. The tag is created and applied.

Tags created during review are added to the case and available in Case Settings and across all other data sources.

Related Articles
Did this answer your question?