Users can categorise entire documents to specific issues or categories in the same way that you would documents if you were reviewing for relevance in a disclosure platform. You can choose to code at a document or note level, or both, in this dialogue box. Note tags will only code annotations whereas Document tags can be used on the entire document. 

Set Up/Manage Document Tags

  • Select Manage Tags in the menu bar
  • Click Add to open the New Tag dialog
  • Ensure ‘Documents’ is ticked. If you do not wish to see this tag in your annotation dialog too, then untick ‘Notes’.
  • Insert the name of the Document Tag, apply a shortcut key, colour code the doc tag/give it a person icon if required and then click Save.

Click here to see an overview video.