Veritas Alta™ eDiscovery User Guide

To apply tags to the collaboration messages during case review

1. From the eDiscovery tab, select the Cases node to display the cases list in the main pane.
2. Select the required case from the cases list.

   Under the Cases node in the left pane a case_name node appears for the selected case.

3. Click the case_name > Research Sets or Review Sets.
4. Select the required search under the Research Sets or the Review Sets node.
5. In the right pane, on the Collaboration tab, select the collaboration messages to which you want to apply tags.

   Note:

   Before you apply tags to the items, you can view the previously applied tags and classification tags of the message in the preview pane. In the following sample image, you can see the previously applied tags and classification tags of the collaboration messages when you hover over the icons.

   
6. On the action menu, click Tag, and do any of the following as required.

   • To tag all the items in the search, click Tag all messages.

   • To tag only the selected items, click Tag selected messages.

   
7. In the Add Tag dialog box, do the following:
   

   Tag Name	Enter a new unique tag name.
   Comments	Provide a comment or a description for the tag name.
   Legal Hold	Select this check box if you want to apply the legal hold on the emails.
   Select retention Tag	Instead of applying a new tag, you can apply the retention tags that are created in Veritas Alta Archiving. To access and apply those retention tags, select this option, and choose the tags you want to apply. After you select this option, the application disables the Tag Name field.

8. Click Tag.

   After you apply tags to the emails, these tagged emails are available under the respective tags under the Tags node.