Arctera™ Insight eDiscovery Help

To apply tags to emails

1. Browse the archives of accounts that are assigned to you, or conduct a search, or view the Review Status Tags for a case that is assigned to you.
2. Click on emails to view its details in the preview pane.
3. Select the emails you want to tag, and click Tag.

   • To tag only the selected emails, click Tag selected emails.

   • To tag all the emails displayed on the page, click Tag current page.

   • To tag all the emails in the search, click Tag all emails.

4. In the Add Tag dialog box, do the following:

   Tag Name	Enter a new unique tag name.
   Comments	Provide a comment or a description for the tag name.
   Legal Hold	Select this check box if you want to apply the legal hold on the emails.
   Select retention Tag	Instead of applying a new tag, you can apply the retention tags that are created in Arctera Insight Archiving. To access and apply those retention tags, select this option, and choose the tags you want to apply.

5. Enter a tag name and description for the custom tag. Alternatively, you can select the a retention tag, if any are available to you.
6. Click Tag.

   Note:

   In the eDiscovery tab, any custom tags you create are listed in the Tags node of the selected case.