Reveal Help Center

Create and Manage Tags

Tags are used to categorize documents and track review progress. Tags may be created and are managed under Project Admin > Tags. There are two principle components of tags addressed here:

  • Tag Profile: A tag profile is needed to build a tag form, give users access to tags (and optionally selected fields), and track review progress. Tag Profiles are added and edited atop the right-hand side of the Tags screen.

    • Each tag profile is associated to a set of users and/or user teams.

    • Each user can have access to more than one tag profile.

  • Tag: A Tag is a container of choices for a given subject.

Tags

Use Add Tag and Choices to create in the left panel of the screen. Each may be linked to Prediction AI Access, and offers options for auto-updating Family Members, Duplicates, Near Duplicates and Email Threads. Privileged status can be set for each choice. Reveal has three Tag Types: Multi-Select, Mutually Exclusive and Tree.

  • Multi-Select

    • Checkboxes

    • Allows users to select multiple choices for the Tag.

  • Mutually Exclusive

    • Radio Buttons

    • Only one button can be selected

  • Tree

    • Multi-Level Checkboxes

    • Multiple can be selected

    • Supports recursive option

You will not be able to delete a Tag if it is in use. An in-use Tag is one that contains at least one tag which has been applied to a document. To delete an in-use Tag you will need to first un-tag all documents which have one of its choices set.

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See Assigning Tag Visibility of the AI Score for a discussion of enabling Reveal AI for selected tags.

Tag Profiles
  • Tag Form: Once you’ve created the profile and tags you are ready to build the Profile’s Tag Form. The first step is to create a Pane for the tags. There may be one or more Panes in a Profile; there may be more than one Tag in a Pane. A Pane is given a name, then Tags and fields may be dragged and dropped into it. Additional Panes may be added, and re-ordered for the profile's Tag Form. See two examples below showing different Tag Types and Form configurations.

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Standard First-Level Review with added Further Review Notes field

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Profile with multiple Tag Panes, including a prediction-enabled Mutually Exclusive tag and a Tree tag.

Options

You may set options on Tags or on Choices by clicking on them in the Tag Pane.

Tag Options:

  • Selection Required: A choice must be made for this tag for coding to be completed. Reveal will not move to the next document until la selection is made for this tag.

Choice Options:

  • Is Default: It may be desirable in a review to pre-set a default and have reviewed only code exceptions. In such cases you may set the Is Default attribute to one or more Tag Choices. Is Default status is set by clicking on a Tag Choice once it is in a Tag Profile Pane.

  • Reviewed Status: In most document reviews, tags are used not only to categorize documents, but also to determine the review status of a document. Reviewed Status is set by clicking on a Tag Choice once it is in a Tag Profile Pane. For example, in a review for responsiveness, all documents with either a ‘Non-Responsive’ or a ‘Responsive’ tag are considered ‘reviewed’ and review complete. Reviewed status can also be associated with a Privilege tag.

Keyboard Shortcuts

Users can now define keyboard shortcuts and associate them with any tag pane to make it easier for reviewers to apply common coding. The two-key shortcut can save the time required to position the pointer to click one or more tags in the pane while reviewing a document.

To define a shortcut:

  1. Click on the keyboard icon within a tag pane.

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  2. If no shortcuts have been defined for this profile yet, you will see << New Shortcut >> in the Shortcut box, or if prior shortcuts have been defined, click the plus sign ('+') to the right of the Shortcut box.

  3. Provide a descriptive Name.

  4. Enter the Keys to be used in the shortcut sequence; using characters derived from the initials of the name is recommended. In the example below, entering f followed by d triggers the Finance Doc shortcut, which will set the Finance choice under Issues and turn off Administrative and HR and leave Legal unchanged.

  5. Select the choices to be applied when the shortcut runs. In a mutually exclusive tag only one choice can be set to select. In a multi-select or tree tag shortcut definition the following settings may be toggled for each choice:

    • Grey - do not change value of choice, leave as-is.

    • Green checkmark - select this choice when shortcut is activated.

    • Red X - deselect this choice when the shortcut is activated.

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  6. Click SAVE when done, then Close.

To see a list of all shortcuts, click the View Shortcuts button above the left side Add Tags and Choice panel. You may choose to list only shortcuts defined for the current tag or for the tag pane in the selected Tag Profile. While reviewing a document, you can press ? in order to bring up this shortcut summary window. Note that the same shortcut key sequence may be defined for more than one Tag.

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There are several built-in Document Shortcuts that are always active:

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