Add a New Tag or Edit a Tag

Selected view > any document list > Selected Document(s) or All Documents > Add Tags > New Tag

Document Viewer > New Tag

Project Settings > Tags > New Tag | Edit

Project > Settings drop-down > Organization Settings > Tags > New Tag | Edit

Requires Tags - Add/Edit Permissions

Home > Settings drop-down >System Settings > Templates > Tags > New Tag | Edit

Requires System User with a System-level Role and Permissions

While you are working with documents in a document list or in the Document Viewer, if you have the appropriate permissions, you can add Tags by either selecting either existing Tags to apply or by creating a new Tag (with the New Tag option) to apply.

Administrators, or users with appropriate permissions, can also manage the set of available Tags in the Organization Template Settings. Before adding a Tag, review the Tags summary, which displays all Tags currently available in the Project.

Tags must be unique within the Organization.

The Tags summary identifies the current color of the Tag, a description, and who created the Tag (System for all system-defined Tags; otherwise, a user).

New Tag Options

When you create a Tag, you supply the following information:

• Name The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) – The Tag name that you can use in searches (in the appropriate tag_view format). Tag names are not case-sensitive. The Tag name must be unique within the Project and is subject to validation upon creation or edit. The name can include alphanumeric characters, spaces between characters in the name (leading and trailing spaces are ignored), and some supported characters (such as a hyphen, underscore, and apostrophe). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, the following characters are not supported for Tag names and will generate an error message indicating that your entry contains invalid characters:

! " # $ % & * + . / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

Note: Aside from Tags, these character restrictions apply to most tree items, such as Imports, eDiscovery Exports, Folders, Saved Searches, Workflows, Comparisons, Samples, and Synthetic Documents. To support auto-discovery of Custodians based on staging, a Custodian name has fewer restrictions regarding invalid characters.

To search for a Tag name with a space, put the query in quotes (for example, tag_view::"important tag").

• Color (required) – The color chosen for a Tag. You select a color using a color picker. The default color is black. The color shown initially should be an available color.
• Description Provides a helpful description of an item. A description can have up to 255 characters. – An optional description of the Tag. 
• OK – Issues a request to add the new Tag. This button is not active until you supply the required information.
• Cancel – Cancels the operation.

Additional Tag Options for Managing Tags in Settings

When managing Tags in the Project Settings, you can use the following options to help manage Tags, as long as you have the appropriate permissions:

• Edit – Edits an existing Tag. You can change the name, description, or color of a Tag, and have the change applied to all documents with that Tag automatically. Any modification to a Tag must maintain the Tag’s name uniqueness within the Project. (In general, refresh the display after making Tag changes.)

• Delete –Deletes an existing Tag. This operation prompts for verification before deleting a Tag. Deleting a Tag removes the Tag from all individual documents, as well as any email or attachment in a Message Attachment Group (that is, any email or attachment in a thread). Users are warned when a Tag is deleted.