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Use tags to organize and classify content in a project. To create tags, you must first create a tagging panel, then add one or more tag groups to the panel. After you create a tag group, you can add tags to it.

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Create a tagging panel

To create a tagging panel for a project, complete the following procedure.
  1. In the Project space menu, select Settings.
  2. Select Tags.
  3. Select Create Tagging Panel > Create a new tagging panel.
  4. Type a name for the new tagging panel.
  5. Select whether the tagging panel is partially tagged.
  6. Click Create.
After you create a tagging panel, add one or more tag groups to organize related tags.

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Add a tag group

To add a tag group to a tagging panel, complete the following procedure.
  1. In the Project space menu, select Settings.
  2. Select Tags.
  3. Select your Tagging Panel from the dropdown.
  4. Click New tag group.
  5. In the New Tag Group box, do the following:
    1. Type a name.
    2. Type a description.
    3. Select the checkbox for the options you want:
      1. Mutual Exclusive
      2. Visible
      3. Required
    4. Click Create.
After you create a tag group, you can add tags to it.

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Add a tag

To add a tag to a tag group, complete the following procedure.
  1. In the Project space menu, select Settings.
  2. Select Tags.
  3. Select your Tagging Panel from the dropdown.
  4. Locate the Tag Group where you want to add a tag and select New tag.
  5. In the New Tag box, do the following:
    1. Type a name.
    2. Type a description.
    3. Select a color for the tag.
    4. Select the value type.
    5. Select the checkbox to make the tag visible.
    6. Click Create.
Repeat these steps to add as many tags as needed for your matter.