There are four types of tagging in CloudNine™ Explore Web:
•Individual tagging - Document-level tags are manually applied to individual documents from the Tagging dialog box on the Document Viewer screen on the Review page.
•Group tagging - Group-level tags are applied to documents based on the group those documents belong to, such as a search query. With group tagging, the group tag is applied to all documents currently in the group. For example, if you apply a group tag to a search query, when you apply the tag, the group tag is applied to all documents currently returned in the search results. If documents are added to the case and there is a change to the search results, the group tag is automatically applied to any new documents in the search results. Group tags are applied from the Group Tagging dialog box.
•Bulk tagging - Individual document-level tags are applied to a group of documents at one time. Bulk tagging can be performed on email threads, near-duplicate documents, and search results on the EXPLORE tab. Because bulk tagging applies document-level tags instead of group tags, bulk tagging only applies tags to the documents in the group at the time the tag was applied. If documents are added to the case and any of the new documents belong to the email thread, near-duplicate set, or EXPLORE page search results, you will have to either re-apply the tag, or manually add the document-level tag to the new documents. Bulk tagging is done from the Bulk Tagging dialog box.
•EdaId tagging - Document-level tags are applied to documents based on the EdaId field value assigned to a document. EdaId tagging allows you to quickly apply a tag to a large number of documents at one time. EdaId tagging can be useful if documents are exported from CloudNine™ Explore for processing in another tool and you determine that a specific tag needs to be applied to some of the documents. With EdaId tagging, you can import a line-delimited list of the EdaId field values for the documents you want to tag and apply the tag. Tags are applied by EdaId field in the Tag Imported IDs dialog box.
Note that tags can also be applied to individual files when reviewing documents on the Review page. The process for applying tags during a review differs from the standard way of applying individual tags in CloudNine™ Explore.
In CloudNine™ Explore, tags are added to a case, maintained, and exported on the Tags tab in the New Case Settings and Edit Case Settings dialog box. In CloudNine™ Explore Web, tags are added to a case, maintained, and exported on the Tag Management tab in the Tagging, Group Tagging, and Bulk Tagging dialog boxes.
A case's tag information is synchronized between CloudNine™ Explore and CloudNine™ Explore Web. When tags are added, edited, or deleted from CloudNine™ Explore or CloudNine™ Explore Web, the tag information is automatically updated for the case in the other application. For example, if you add a tag to a case in CloudNine™ Explore, the tag automatically appears for the case in CloudNine™ Explore Web. The same is true if the tag was added to CloudNine™ Explore Web. After the tag is added to CloudNine™ Explore Web, the tag automatically appears for the case in CloudNine™ Explore.
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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. |
