Summary 

Document Tags can be applied to documents in various ways, to assign a category, issue or grouping, allowing for easier review and analysis at a later date.  

Review Tags can be exported from disclosure platforms and imported into the Opus platform if needed. Contact the Solution Operations team for advice on how to do so.

We've set out how to apply Document Tags when viewing a document, from the Documents page, to hyperlinked documents and when using other tools. 

More information on how to: 
- Create Document Tags can be found here. 
- Review applied Document Tags can be found here. 

Viewing a Document

Tag individual documents as they are being reviewed through the document viewer.

  1. View a Document - From the Documents page, either double click a document entry or select a document and click into the preview window on the right to open the document viewer.  
  2. Select Tag for Applying - Within the document viewer, from the purple toolbar press the Tags icon (luggage label) to open the Select Document Tags window. From the window, select the Tag(s) to be applied and press Apply.
    1.  Add / Edit Tags - Press Manage Tags in the bottom left to add or edit a tag if needed.
    2. Shortcut Key - If a shortcut key is set for the relevant tag, press the shortcut key on your keyboard to apply the tag. 

Documents Page

Tag individual or multiple documents when viewing the index entries in the Documents page. 

  1. Select Document(s) to Tag - From the Documents page, select the index entry of the individual document you would like to tag. 
    1. Multi Select - On your keyboard hold either CTRL + click to select multiple individual documents or SHIFT + click to select a range of documents.
  2. Tag Selected Document(s) - Right click on the selected document(s) and select Tag from the menu.
  3. Apply Tag - From the Select Document Tags window, tick the tag(s) to be applied and press Apply.
    1.  Add / Edit Tags - Press Manage Tags in the bottom left to add or edit a tag if needed. 

Hyperlinked Documents

Tag all linked documents within an individual document when viewing the index entries in the Documents page.

  1. Select a Hyperlinked Document to Tag - From the Documents page, select the index entry of the individual document that contains hyperlinks to be tagged. 
  2. Tag Selected Document(s) - Right click on the selected document, press Advanced and underneath the Linked Documents sub-header select Add Tags.
  3. Apply Tag - From the Add To Tag window, press Select Tag. From the Select Document Tags window, tick the tags to be applied and press Apply. Press Add to Tag to apply the tags.

Using Other Tools

There are three other ways to tag documents through the use of other tools / features on the platform: 

  • Bulk Organise Tool - Apply tags to documents by using a list of unique identifiers.  
  • Notes Page - Apply tags to documents that contain annotations / notes.
  • Search Page - Apply tags to documents that are returned in a particular search result. 
More information on how to tag from the:
- Bulk Organise tool can be found here. 
- Notes page can be found here. 
- Search page can be found here.