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
Open the case and click Case Settings in the left sidebar. In the Tags section, click + Add tag. Type the tag name and press Enter.
Tags created in Case Settings are available across all data sources in the case.
From Case Data
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.
To create a new tag, 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.