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Remember that your access to features and functionality in CloudNine™ Explore Web is dependent on your role in the system. •Read-only users — Access to the FILTERS, SEARCH, and EXPLORE pages, but may not tag. •Standard access users — Access to the FILTERS, SEARCH, and EXPLORE pages and have permission to create, edit, delete, import, and export tags. They can also tag and download documents in the core platform. •Administrators — Access to the FILTERS, SEARCH, and EXPLORE pages and have permission to create, edit, delete, import, and export tags. They can also tag and download documents in the core platform and in the Review module. |
Removing Tags from Individual Documents
Starting from the FILTERS, SEARCH, or EXPLORE page for a case:
1.In the document pane on the right, click the Tag document icon at the top. The Tagging dialog displays. Tags that are already applied to the individual document are checked.
2.Clear the check box next to the tag(s) you want to apply to remove from the document.
3.Click SAVE. The Tagging dialog closes.
Removing a Group Tag from a Search Query
Starting from the SEARCH page for a case:
1.Select the check box next to the search query containing the records you want to remove tag(s) from.
2.Click the Tag checked searches icon at the top of the Search Request pane. The Group Tagging dialog displays.
3.Clear the check box next to the tag(s) you want to remove from all documents in the search query.
4.Click SAVE. The Group Tagging dialog closes.
5.The Search Request pane is updated and the search list displays a Tag icon in the Tags column if this search has any remaining tags.
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If a tag is applied to a document individually and then the same tag applied to the same document as part of a group, when the group tag is removed the individual tag will continue to be applied to the document. For example: •Apply TagA to Document1 individually •Apply TagA to result list for Search1 (which contains Document1) •Remove TagA from Search1 result list At this point, Document1 still has TagA applied |
Removing Tags from EXPLORE Search Results
Starting from the EXPLORE page for a case:
1.In the Selected criteria pane, configure the search you want to use to locate the documents you want to remove tags from. You can type in search terms, enter a date filter, or filter using the filters listed at the bottom.
2.Click GO! The search is executed and the search results display in the document list in the center pane.
3.Click the Tag documents icon at the top of the document list pane. The Bulk Tagging dialog displays. The total number of documents in the current document list is shown at the bottom of the Bulk Tagging dialog.
4.Select the Remove option for the tag(s) you want to remove from the documents in the document list.
5.Click SAVE. The Bulk Tagging dialog closes. The tag(s) are removed from each document in the document list.
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Because searches on the EXPLORE page can return large sets of documents, to prevent bogging down performance on the page calculating the current tag state of each document returned in the search results, each time you open the Bulk Tagging dialog box on the EXPLORE page, the No Change option is selected for all tags listed in the dialog box, even if a bulk tag has been applied to one or more documents in the current search results during a previous session on the EXPLORE page. When the document-level tags are applied to the search results on the EXPLORE page, the tags applied to each document in the search results are saved, but the bulk tagging options associated with a search on the EXPLORE page are not retained. |
Removing Bulk Tags from Email Threads
Starting from the FILTERS, SEARCH, or EXPLORE page for a case:
1.Display a list of documents by selecting a filter on the FILTERS page, running a search query on the SEARCH page, or exploring using available criteria on the EXPLORE page.
2.Select a document from the document list that is associated with the email thread you want to remove tags from. The document details display in the right pane.
3.Click the View email thread icon at the top of the document details pane on the right. The Email Thread Viewer dialog displays.
4.Click the Tags icon at the top of the Email Thread Items list to open the Bulk Tagging dialog.
5.Clear the check box next to the tag(s) you want to remove from the documents in the email thread.
6.Click SAVE. The Bulk Tagging dialog closes and the document tags are updated.
Removing Bulk Tags from Near Duplicates
Starting from the FILTERS, SEARCH, or EXPLORE page for a case:
1.Display a list of documents by selecting a filter on the FILTERS page, running a search query on the SEARCH page, or exploring using available criteria on the EXPLORE page.
2.Select a document from the document list that is associated with the near duplicate list you want to remove tags from. The document details display in the right pane.
3.Click the View near duplicates icon at the top of the document details pane on the right. The Near Duplicate Document Viewer dialog displays.
4.Click the Tags icon at the top of the document list to open the Bulk Tagging dialog
5.Clear the check box next to the tag(s) you want to remove from the documents in the near duplicate set.
6.Click SAVE. The Bulk Tagging dialog closes and the document tags are updated.