Manage Case Document Tags

To manage the list of Tags for a Case:

1. Navigate to the Documents Tab list view.

2. Select the three dots button above the grid and choose the Manage Case Tags option.

3. On the Manage Case Tags window, a list of the current tags associated with documents in the active case will be displayed. By default, Tags will be sorted by the date of creation, newest at the top. The Name column heading can be selected to sort the list alphabetically (ascending or descending). Use the Search field to locate a specific tag.

A tag title can be changed by clicking the pencil icon to the right of the desired tag. Rename the existing Case Tag, as needed. All Case Tags must be unique. Click Done to save your changes.

A tag can be deleted by clicking the trash can icon to the right of the desired tag. Confirm your intention on the Delete Case Tag window by clicking the Delete button.

When Delete is clicked, the tag will be removed from the list of tags and from all documents that used this tag.

New Tags can be added directly within the Case using the Manage Case Tags window.

1. Click the New Case Tag button to add tags for this case.

2. Enter a unique tag name and click Done. The new tag will be added to the grid of managed case tags.