Removing Tags from Individual Documents
1.Click the Case Manager tab.
2.Double-click a case.
3.Click the Filters, OCR, Search, Export, or Exceptions tab.
4.Display a list of documents by selecting a filter, OCR file type, search query, export setting, or exception category on the tab.
5.In the document list, click the document for which you want to remove tags.
6.Click the down arrow in the Document Tagging section.
7.Clear the check box next to the tags you want removed from that document.
|
If the same tag was applied to a document individually in the Document Tagging section and as part of a group of documents in the Group Tagging dialog box, when the tag is removed from the document in the Document Tagging section, both the group and individual tag are removed from the document. |
Removing Group Tags from Documents
1.Click the Case Manager tab.
2.Double-click a case.
3.Do one of the following:
•If you are removing a group tag from a filter, click the Filters tab and then click the group tag icon next to the filter containing the group tag you want to remove.
•If you are removing a group tag from a search query, click the appropriate search query under the Search tab, and then click the blue Tag button.
•If you are removing a group tag from an exception category, click the Exceptions tab and then click the group tag icon next to the exception category containing the group tag you want to remove.
4.In the Group Tagging dialog box, clear the check box next to the tag you want to remove from the documents.
5.Close the Group Tagging dialog box.
i.When you remove a group tag, the tag and the group tag icon are removed from the Filters, Search, or Exceptions tab, and the corresponding tag check box in the Document Tagging section is cleared for each document in the group of documents.
|
If the same tag was applied to a document individually in the Document Tagging section and as part of a group of documents in the Group Tagging dialog box, when the group tag is removed from the group of documents in the Group Tagging dialog box, the individual tag will continue to be applied to the document in the Document Tagging section. For example, if Tag 1 was originally applied to a document in the Document Tagging section, and then Tag 1 was applied to the same document as part of a group of documents in the Group Tagging dialog box, when the group tag is removed from the documents in the Group Tagging dialog box, the Tag 1 check box will continue to be selected for the document in the Document Tagging section. The document now only has Tag 1 applied to the document as an individual tag instead of both an individual and group tag. |
|
Once a document-level tag has been applied or removed from a document, the document-level tag will no longer be affected by the group tag version of the same name. This tag can only be applied or removed from the tag individually in the Document Tagging section. Sample Scenario 1: 1.The Privilege tag is applied to a group of documents from the Group Tagging dialog box. 2.You determine one of the documents (Document A) in the group is not really privileged, so you remove the Privilege tag from the Document A in the Document Tagging section. 3.Later, the Privilege tag is applied to another group of documents containing Document A. Results: The Privilege tag is not applied to Document A. Sample Scenario 2: 1.The Privilege tag is applied to an individual document (Document B) from the Document Tagging section. 2.The Privilege tag is then applied to a group of documents containing Document B from the Group Tagging dialog box. 3.Later, you determine the group of documents is really not privileged, so you removed the Privilege group tag from the Group Tagging dialog box. Results: The Privilege tag is not removed from Document B. |