Arctera™ Insight eDiscovery Help

To apply tag and legal hold to files

1. On the Investigations tab, navigate to any of the following locations, as required:

   • Managed Accounts > New Search.

   • Managed Accounts > On-going Searches.

   • Managed Accounts > Standard Searches.

2. Create a new search or select the existing search in which you want to tag the files.

   The application displays the searched items in the right pane.

3. Set the filter options and click Apply to view the filtered files.
4. In the right pane, on the Files tab, select one or more files to which you want to apply tags.

   Note:

   Before you apply tags to the files, you can view the previously applied tags of the files in the preview pane. However, you need to select only one file at a time to view the tags. In the following sample image, you can see the previously applied tags and retention tags to the file in the Files tab.

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

   • To tag all the files in the search, click Tag all files.

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

6. In the Add Tag dialog box, Specify 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 files.
   Select retention Tag	Instead of applying a new tag, you can apply the retention tags that are created in Arctera Insight 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.

7. Click Tag.

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