Tagging Methodology

This lesson describes the software interface used when it was written.

• You can no longer add tags on-the-fly to your overall list of tags
  
• You can no longer right-click on a tag to find any documents tagged/not tagged
  

• You can tag documents in the main Results tab, via a new Actions tab
  
• You can tag documents like you  did in Eclipse Web, when viewing a document, via a tag palette (determined by coding form)
  
• Lastly and finally, as you review documents and need to apply tags as you also review families, email threads, etc, a new Mass Action tab/box is available to bulk tag documents.
  

• You have fields available for each tag group you could have viewable when reviewing, thus you could Tally or Filter to find tagged documents
  
• You could use Smart Folders to display folders that provide access to the documents tagged. You will need to make sure they are always getting refreshed/updated
  
• You could build an Advanced Search to find your tagged documents
  
• Lastly, the Visual Search feature may be one you want to try. It takes a bit more finesse, but a possibility