Arctera™ Insight eDiscovery Help
- About Arctera Insight eDiscovery
- Getting started with Insight eDiscovery
- Insight eDiscovery roles
- Managing investigations
- About Investigations
- About Targeted Collections
- Configuring Targeted Collection for Microsoft Teams
- Configuring Targeted Collection for OneDrive for Business
- Configuring Targeted Collection for Exchange Online
- Configuring Targeted Collection for Enterprise Vault
- Configuring Targeted Collection for data import
- Creating collection sets from archived targeted collector
- About Managed Accounts
- About Searches in investigation
- Working with searched emails
- Working with searched collaboration messages
- Working with searched files
- Working with Advanced ECA searches
- Creating an Advanced ECA search
- Updating an Advanced ECA search
- Filtering an Advanced ECA search
- Applying tags to the Advanced ECA search items
- Applying labels to the Advanced ECA search items
- Exporting the Advanced ECA search items
- Exporting an Advanced ECA search summary report
- Reassigning emails from the Advanced ECA search
- Printing the selected Advanced ECA searched items
- Deleting an Advanced ECA search
- Creating archive sets during investigation
- About Mail Reassignment
- About labels
- About legal holds
- About Tags
- About search log
- Managing cases
- About cases
- About case workflow summary: eDiscovery Administrator
- Creating case review statuses
- Creating cases
- Adding parent tags and their child tags
- Applying tags to the searched items in cases
- Removing tags of the searched items in cases
- Viewing case details
- Editing cases
- About searches in eDiscovery
- Managing case documents
- Managing redaction reasons
- Managing reviews
- About reviewing cases
- Reviewing emails
- Reviewing collaboration messages
- Accessing collaboration messages for review
- Applying tags to collaboration messages
- Applying legal hold to collaboration messages
- Applying and removing review status to collaboration message
- Exporting collaboration messages
- Exporting a search summary report for collaboration messages
- Adding notes to collaborative messages
- Viewing audit history of collaborative messages
- Reviewing files
- Annotating and redacting email and file content in native viewer
- Managing production sets
- Annotating and redacting content in native viewer
- Managing exports
- Collaborative reports
- Insight eDiscovery alerts
- Email Continuity
- Methods for searching cases and accounts
- Performing Advanced Search and Query Search
- Search syntax for Advanced Search
- About stop words and special characters
- Phrase searches
- Boolean operator searches
- Wildcard searches
- Proximity searches
- Double-byte character set searches
- About enhanced searches in Japanese
- Searchable attachment types
- Search examples and tips
- Methods for searching tables and reports
- Insight eDiscovery Frequently Asked Questions
- Best practices, limitations, and known issues
- Insight eDiscovery updates in previous releases
Adding parent tags and their child tags
Adding case tags to individual cases helps you categorize, organize, and analyze them during the review process. You can customize new parent and child tags.
Under the parent tag, you can add a maximum of 10 child tags up to three levels in the hierarchy. Adding tags with same names under different parent is permitted. However, you cannot save a new tag with a duplicate name in the same window; you must save other identical tags individually first.
To add new parent tags and their child tags
- On the eDiscovery tab, click Cases.
- Click Add Case.
- In the Add New Case dialog box, under Case Tags, specify the following:
None
By default, the None option is selected during creating a case, indicating no tag applied to the case.
Select this option if you do not want to add parent and child tags to the case.
Custom
Select this option to customize new parent and child tags for the case. Upon selecting this option, the Customize Case Tags option appears. Click this option to open the New Case Tag dialog box.
View
While editing the case, click this option to view the previously applied tags.
This option remains disabled if you are creating a new case.
- In the New Case Tag dialog box, specify the following:
Tag Name
Enter a unique tag name, limited to a maximum of 50 characters.
Comments
Enter a description or comment to the parent tag to clarify its role.
Child Tag Selection Required
Select this check box to enforce including at least one of its child tags when applying this parent tag to a case.
Add Child > Tag Name
Enter a unique child tag name, limited to a maximum of 50 characters.
Add Child > Comments
Enter a description or comment to the child tag to clarify its role.
Children > Comments
Displays the child tags (a maximum of 10 child tags) added under this parent tag.
- Click Done.
Apply this parent tag and its child tags to cases as needed as shown in the sample image below. See Applying tags to the searched items in cases.
Note:
Before applying tags to the review items, it is essential to understand the following facts:
While creating a parent tag, if you have not selected the Child Tag Selection Required option, you can apply the parent tag to selected items from cases with or without selecting its child tag.
While creating a parent tag, if you have selected the Child Tag Selection Required option, you cannot apply that tag to selected items from cases without selecting at least one child tag.
The Info icon appears alongside for easy identification of such parent tags.
If you attempt to apply such parent tags without selecting a child tag, an Error icon appears next to the parent tag, instructing you to select at least one child tag.
If you attempt to remove preselected child tags, a Caution icon appears, indicating you cannot remove them.
Therefore, before applying such parent tags, ensure that you have selected at least one child tag of that parent.
