Start by accessing your Tags by going to Project Settings (gear icon top right when in the project) > Tags option:


Tag Management Video

Add Tags

Rename Tags

Re-arrange Tags

Tag Folders

Delete a Tag or Tag Folder


Tag Management Video


Add Tags

To add new tags, simply click Create a New... at the top of the Tags page:


You can also create a tag from the document viewer:

  1. Click the Tags button from the side panel, then "Add tags +"

  2. Type the tag name and give it a custom color

  3. Click "Add" and the newly created tag will be instantly visible and searchable!

Rename Tags

Click 'Edit' next to a tag to rename that tag.

⚠️ Important note: Searches referencing the previous tag name may need to be updated

Rearrange Tag Order

From the Tags tab in Project Settings, click and drag to rearrange the tags to your liking. The order of your tags here will reflect in the Document Viewer and Search Carousel as well. 

Tag Folders

To create a tag folder, navigate to the top right of Tags tab page and click Create a New... > Tag Folder:

You can then use the Move button to quickly organize tags into your created folder.

You can:

  • Streamline your review process by keeping tags organized

  • Sequester old or rarely-used tags from those you use more often

  • Keep your team on track by creating a tag folder for each level of your review

  • Group your tags into logical sets (e.g., privilege reasons or issue codes)

Delete a Tag or Tag Folder


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Warning: Make sure you un-tag documents prior to deleting a tag. If you delete a tag that is applied to documents, the tag disappears but is not actually removed, which can skew any search for documents without tags (tags:none)

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From the Tag tab of your Project Settings page, locate your tag or folder from the list, and choose "Delete" from the buttons on the right side of its row.

Any tags inside of a tag folder you delete will be moved back to the main tag list.

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