Tag settings

Admins and managers are able to view and edit the tagging panel for the review project in the Tags section from the Settings page. Epiq AI organizes review tags in a two-level hierarchy. Tags that are conceptually related are grouped into a unit called Tag group. For example, tags that are related to responsiveness are grouped into a tag group while tags that are related to privilege are grouped into a different tag group. A tag group can contain one or more tags. If there are multiple tags, you can specify whether these tags are mutually exclusive, i.e., only one of them can be active at a time. An example tagging panel is shown below.

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Set default tagging panel

You can choose the tagging panel you’d like to use as a default by clicking the tagging panel dropdown. The selection will be treated as the default tagging panel and appear in all document views.

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Modify tags

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Create a tag group

Click on the + New Tag Group button to add a new tag group.

1. Enter a name and a description.
2. Select Mutual Exclusive if only one of the tags within the tag group can be active.
3. Deselect Visible if you want to hide the tag group in the tagging panel.

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Create a tag

Click on the + New Tag button to add a new tag within a tag group.

1. Enter a name and a description.
2. Select a color.
3. Select a value type:
   • Binary means the tag can be either on or off
   • Confidence allows you to enter a confidence value from 0 to 1 to indicate how likely the tag applies to the document. If the confidence is 0, then the tag does not apply. If the confidence is > 0 then the tag applies.
   • Text allows you to enter a non-numeric value (e.g., comments).
4. Deselect Visible if you want to hide the tag in the tagging panel.

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Delete a tag

To delete a tag, click the Delete button that shows up when hovering over the tag you wish to delete.

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Change tag structure

You can drag and drop a tag group or a tag up and down to change their ordering in the tagging panel.

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Import tags from a review protocol

Epiq AI can automatically extract tagging layouts from a review protocol. You can upload an existing review protocol or create a new protocol in the UI. See review-protocols.md. Epiq AI parses the review protocol and extracts its section titles and automatically maps them into a set of review tags and adds them to the tagging panel with the same name of the protocol.

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Create a tagging panel for model training

You can create a special tagging panel for collecting training examples for model training. Each model requires positive and negative examples. You can create a tag group for each model, including the following two tags:

• {Issue Tag Name} - Positive
• {Issue Tag Name} - Negative

The positive and negative tags should be mutually exclusive. You can create multiple tag groups inside a tagging panel to collect training examples for multiple models at the same time.

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Enable partial tagging

To allow users to review and save only selected tag groups:

1. Access Tagging Panel Settings: Select the tagging panel in the dropdown and click the Edit icon to view the settings menu.
2. Select Partial Tagging: Select the option labeled “Partially Tagged”.

Enabling partial tagging allows Epiq AI to treat unreviewed tag groups as incomplete tag groups.