Applying tags to emails

Last published : Jun 07, 2026
To help organize your work you can tag emails with custom tags of your own choosing, which are visible only to you. You can also tag emails with a managed tag, if you have any of these available to you. Managed tags are created in the Arctera Management Console, under the My Config > Managed Tags node. For more information on managed tags, see the Arctera Management Console help.
To apply tags to emails
  1. Browse the archives of accounts that are assigned to you, or conduct a search, or view the Review Status Tags for a case that is assigned to you.
  2. Click on emails to view its details in the preview pane.
  3. Select the emails you want to tag, and click Tag.
    • To tag only the selected emails, click Tag selected emails.
    • To tag all the emails displayed on the page, click Tag current page.
    • To tag all the emails in the search, click Tag all emails.
  4. In the Add Tag dialog box, do the following:
    Tag Name Enter a new unique tag name.
    Comments Provide a comment or a description for the tag name.
    Legal Hold Select this check box if you want to apply the legal hold on the emails.
    Select retention Tag Instead of applying a new tag, you can apply the retention tags that are created in Arctera Unified Platform. To access and apply those retention tags, select this option, and choose the tags you want to apply.
  5. Enter a tag name and description for the custom tag. Alternatively, you can select the a retention tag, if any are available to you.
  6. Click Tag.
    Note: In theeDiscoverytab, any custom tags you create are listed in theTagsnode of the selected case.
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