Collection settings give project admins a collection‑level view of configuration for a single collection within an Epiq AI project. From here you can manage tags, annotation fields, highlights, and integrations.Only users with an admin role for the project can view and change collection settings.
Note: Admin users can also manage tags and annotation fields from Project settings.
Collection settings are organized into tabs. Each tab focuses on a specific area of project configuration.
The Tags tab manages how content is grouped and labeled for this project.From this tab, project admins can:
Create tagging panels
Create and organize tag groups
Use tags when you need flexible, user‑applied labels for organizing documents, grouping review decisions, or tracking themes and issues within the project.
The Annotation fields tab defines the structured inputs reviewers can apply during analysis or review in the project.From this tab, project admins can:
Create annotation fields
Create tagging panels for use with annotation workflows
Use annotation fields when you need reviewers to capture consistent, structured data (for example, issue codes, decisions, or custom review attributes) in this project.