You may tag individual documents from the document info panel, located to the right of the document image in the viewer. Project and Account Admins have the ability to add new tags by selecting "Add Tags +" at the top right corner of the Tags list.

You may also tag individual documents without opening the document viewer. From the search results, select a document card and press "Tag" to open the tag modal.

With the modal open, you may select one or more tags to apply to the document. Project Admins and Account Admins have the ability to add new custom tags as well.

Some actions, taken in the course of document review, automatically apply document tags. Tags will remain on a document as long as there is at least one instance of that work product.

The exception is "Has No Tags," which is the default value applied to documents that have no work product applied - no notes, redactions, comments, fields, annotations, or other tags.

Searching tags:none from the project search bar will return all documents in which no tags are applied.

To bulk tag documents, check the boxes next to the documents or bulk-select from the drop-down menu (1). You also have the option to include families in the bulk tag operation by sliding the toggle on to include families (2). Finally, select "Tag" to bring up the tag modal.

The modal will appear with all the tag choices. If a tag has a minus sign, it indicates that one or more of the documents you selected have this tag applied to it already.
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Repeat Tags reduce manual clicks by automating repetitive tasks related to tagging documents. To repeat-tag* a document, you will first tag or untag the desired options and proceed to the next document. You can hover over the “Repeat Tags” button to preview the tags that will be applied and/or removed from your document.

*The work product to be applied/removed is only reflected upon the tags that were actively selected or deselected from the previous documents. If there were other tags that were applied at the time that new tags were selected and/or deselected, please note that these tags will not be repeated in the next document.