How to Create and Manage Tags

Last updated: May 1, 2026

In this article: How to set up tags so your team can use them to organise documents during review.

Only admins can create and manage tags. Once created, tags are available to all team members across all cases.

What are tags?

Tags are colour-coded labels you can apply to documents to help organise your case. You can assign multiple tags to a single document and use them to quickly identify, filter, and search for content based on criteria like sensitivity level, workflow status, or document type.

Common examples include:

  • Flag — to mark a document that needs a second look

  • Final Review — to indicate a document is ready for sign-off

  • First Pass — to track documents that have been through an initial review

How to create a tag

  1. From the left sidebar, click Configuration

  2. Under General Settings, scroll down to the Tag Management section

  3. Click the red + New Tag button

  4. Give your tag a name and choose a colour

  5. Click Save

Screenshot 2026-04-29 at 11.05.55.png

We recommend setting up your core tags before your team starts reviewing — think about the workflow stages and categories that will be most useful for your cases. You can always add more later.

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