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How do I create tags in Case Settings or Case Data?

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

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Create tags to organize evidence by issue, theme, or relevance. You can create them ahead of time in Case Settings or on the spot while reviewing data.

From Case Settings

Tags card in Case Settings with + Add tag

Open the case, click Case Settings, and under Tags click + Add tag. Type the name and press Enter.

From Case Data

Tags on This Conversation panel

While reviewing, click Tag in the toolbar, type a name in New tag, and press Enter. The tag is created and applied.

Tags created either way are available across every data source in the case.

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