For example, the following screenshot shows a tag group named Review, which consists of Responsive and Not-responsive checkboxes. Repeat this process to create new tag sections, tag options, and checkboxes. Type a name and description for the checkbox or option button. Select the triple dot dropdown menu next to the tag group title and select Add check box or Add option button. Type a tag group title and an optional description, and then select Save. On the Tag files flyout page, select Create/edit tags. Open a review set, go to the command bar, and select Tag files. Create tagsīefore applying tags to items in a review set, you need to create a tag structure. As previously explained, an eDiscovery (Premium) case can only have one set of tags that reviewers can use to tag review set items. After you create tags, you and other reviewers can apply them to items in a review set. The first step is to create the tags that are then applied to review set items. Tagging items in review sets is a two-step process. For example, if the intent is to identify and tag privileged content, nesting can be used to make it clear that a reviewer can tag a document as "Privileged" and select the type of privilege by checking the appropriate nested tag. You can further organize tags by nesting them within a section. This means you can create a review set search to retrieve documents tagged with any tag in a section. Review set search supports the ability to search by tag and by tag section. In addition to the tag types, the structure of how tags are organized in the tag panel can be used to make tagging documents more intuitive. These types of tags appear as checkboxes. Multiple choice tags: Allow reviews to select multiple tags within a group.Single choice tags appear as radio buttons. These types of tags can be useful to ensure that reviewers don't select conflicting tags such as "responsive" and "non-responsive". Single choice tags: Restricts reviewers to selecting a single tag within a group.Tag typesĮDiscovery (Premium) provides two types of tags: Learn details about signing up and trial terms. Start now at the Microsoft Purview compliance portal trials hub. If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs.
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