Applying tags to Files

Last published : Apr 17, 2026
To apply tags to the files during case review
  1. From the eDiscoverytab, select theCases node to display the cases list in the main pane.
  2. Select the required case from the cases list.
Under the Casesnode in the left pane a***case_name*** node appears for the selected case.
  1. Click the case_name>Research SetsorReview Sets.
  2. Select the required search under the Research Sets or the Review Sets node.
  3. On the Files tab, select the files to which you want to apply tags.
    Note: Before you apply tags to the files, you can view the previously applied tags and classification tags of the files in the preview pane.
  4. On the action menu, click Tag , and do any of the following as required.
    • To tag all the files in the search, click Tag all files.
    • To tag only the selected files, click Tag selected files.
  5. 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 files.
    Select retention Tag Instead of applying a new tag, you can apply the retention tags that are created in Arctera Insight Archiving. To access and apply those retention tags, select this option, and choose the tags you want to apply.
    After you select this option, the application disables the Tag Name field.
  6. Click Tag.
After you apply tags to the files, these tagged files are available under the respective tags under the Tags node.
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