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<< Click to Display Table of Contents >> Navigation: Document Review > Advanced Tagging > Creating queries from tags |
As your team reviews documents and categorizes them using various tags, you may want to search on multiple tags to find documents that have more than one tag applied. For example, you may want to run a search to find all documents that your team has tagged as both Responsive and Privileged so you can redact content prior to production. You can search on multiple tags individually or by folder.
Query results are displayed within the Tags task pane and the Review screen, where they are stored and can be rerun later. A query created from a tag becomes the current query and it can be used just like any group of retrieved records. Concordance Desktop stores the tagging information in the .TRK file, so it remembers the tagged documents and tag descriptions between query sessions.
There are two ways you can query multiple tags. You can query multiple tags together in one query or you can query the tags individually and then combine the individual queries into one complex search query.
For more information about complex search queries, see Running complex clause searches.
1.Open the Tags task pane.
2.In the Tags task pane , select the tag you want to query.
3.Right-click the selected tag and select Create query from tag(s).
i.All documents that are tagged with the selected tags display in Table view.
4.In the Tags task pane, select another tag to query.
5.Right-click the selected tag and select Create query from tag(s).
i.All documents that are tagged with the selected tags display in Table view.
6.Click the Review button on the Standard toolbar to review your queries in the Review view.
7.In the Review view, identify the search numbers for both of the tag queries you created.
8.In the Search field, type the numbers with the AND operator between them and press Enter.
i.For example, if the searches were numbered 12 and 13, then type 12 AND 13 to combine the two searches.
The Table view displays only those documents that have both tags applied.
This new search combines the initial queries into a new complex query, locating documents that contain both tags.
If you need to identify which documents have particular tags from a specific tag folder, you can easily do so by creating a query from a folder.
1.Open the Tags task pane.
2.In the Tags task pane, select the folders you want to query.
i.You can select multiple folders by pressing the SHIFT or CTRL key while selecting multiple folders.
3.Right-click the selected folders and select Create query from tag(s).
i.This selection says tag(s) instead of folders, but the query process applies to both tags and folders.
ii.The Table view displays all the documents tagged with any of the tags in the selected folders.