Arctera™ Insight eDiscovery Help

To apply tags to the searched items in a case

1. From the eDiscovery tab, select the Cases node to display the cases list.
2. Select the required case from the cases list.

   Under the Cases node in the left pane, a case_name node appears for the selected case.

3. Click the case_name node to display the case details such as summary, case documents, research set, review set, and so on.
4. Execute a new search or select case documents, research set, or other nodes to get the items in the item grid.
5. From the Email tab, select one or more items to which you want to apply tags, and do any of the following:

   • Click Tag from the action bar and select any of the following options as required.

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

     • To tag all the items in the current page, click Tag current page.

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

   • Select the Apply Tags panel provided in the right side.

     The application displays the Apply Tags panel as shown in the sample image below. Expand Case Tags / Private Tags and select the multiple relevant tags.

   Note:

   Before applying tags to the review items, it is essential to understand the following facts:

   While creating a parent tag, if you have not selected the Child Tag Selection Required option, you can apply the parent tag to selected items from cases with or without selecting its child tag.

   While creating a parent tag, if you have selected the Child Tag Selection Required option, you cannot apply that tag to selected items from cases without selecting at least one child tag.

   The Info icon appears alongside for easy identification of such parent tags.

   If you attempt to apply such parent tags without selecting a child tag, an Error icon appears next to the parent tag, instructing you to select at least one child tag.

   If you attempt to remove preselected child tags, a Caution icon appears, indicating you cannot remove them.

   Therefore, before applying such parent tags, ensure that you have selected at least one child tag of that parent.

6. Click Apply.