Managing tags
Creating a Tag
NOTE
Tags can also be created when adding Tags to messages. See Apply Tags to messages.
- In the Manage Tags screen, scroll down the page to locate the Reviewer Group the Tag is to be created under.
- Click the Create Tag button under that Review Group.
- Enter the new Tag’s name.
- Click Save.
Editing a Tag Name
- Scroll down the page to locate the Reviewer Group the and then within that Reviewer Group, locate the Tag to be edited.
- If there are many Tags, use the Search Tags field. Enter the name of the Tag to be edited. As you type, the list of Tags will be refined to contain only Tags that contain the entered value somewhere in the Tag name.
- Click on the name of the Tag that is to be renamed. The name turns into an editable field.
- Re-enter the Tag’s name.
- Click Save.
Deleting a Tag
Deleting a Tag will not affect any message associated with that Tag. It only disassociates the deleted Tag from all messages and removes it from the list of available Tags.
Deleting a Tag will also not affect any Retention Holds or Recovery/Discovery Archives based on that Tag. Since Holds and Archives are based on a list of messages created at the time the query is initially run, the Holds and Archives remain unchanged. To delete unneeded Holds or Archives, contact your AMS Archive Administrator.
- In the Manage Tags screen, scroll down the page to locate the Reviewer Group the and then within that Reviewer Group, locate the Tag to be deleted.
- If there are many Tags, use the Search Tags field. Enter the name of the Tag to be deleted. As you type, the list of Tags will be refined to contain only Tags that contain the entered value somewhere in the Tag name.
- Click the X that is on the line of the Tag that is to be deleted.
- A confirmation dialog will appear. Click the OK button to delete this Tag.
NOTE
If there are Tags in other Reviewer Groups that have the same name, deleting this Tag will not affect those Tags. Each Reviewer Group has Tags independent from the other Reviewer Groups.