Section 4: Working with Documents
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      CloudNine Review: Can I Update a Field for All Records in my Search Results or a Folder?

      Group Tagging is used to Batch Update Tags/Fields for all Documents in the Results or Folder.

      Group Tag Overview

      The Group tag documents feature allows you to update a field with a consistent value across the entire result set, eliminating the need to update each record individually. This is extremely useful when creating review sets, identifying responsive/non-responsive records, identifying privileged documents, assigning confidential designations, etc.

      Video

      Click here to watch the Group tag video.

      Accessing Group Tag Documents

      In the CloudNine Review Project, choose Tools -> Tags from the top menu to see the Tag options. 

      GroupTags_TreeView

      Tags Options

      There are three options for group tagging: Group tag documents, Group tag folder, and Group tag branch.

      • Group tag documents: option is available for all views and is the only option in the Verticle Doc List View and Table View. The Group tag documents option updates all records within the current result set.
      • Group tag folder: This option is available only in the Native Tree View. When selected, this will update records inside the selected folder.
      • Group tag branch: Available in the Native Tree View only. Selected, this applies the tag to every document in the selected folder and all additional folders in the selected folder. 

      Group Tag Documents

      The Group Tag feature updates records in the current result set. This may be all records or the results of a search or filter. Select Tools -> Tags -> Group tag documents to open the Group Tag Documents screen. 

      Overview - Group Tag Documents Screen

      GroupTagDocumentsScreen

      1. Warning - This action is permanent: This warning message is an important reminder to verify the records that will be updated. You are updating all documents within the current results view. This may be all records in the project or the result of a filter or search.
      2. Select Field: In this section, you will choose the User-Created field to update. Supported field types for global tagging are: Yes/No, Text, Select, and Multi-Select.
      3. Settings: Options related to the selected field based on the field type, value, and action.
      4. Docs affected: Indicates the number of documents that will be updated. This value may increase when Include options are selected.
      5. Include options: Selected, this will tag additional records that are directly linked to the records. This may be Family Groups, Email Conversations, 24-Hour Threads, and Master Threads. The additional record count appears next to the option. If Include options are selected, the Docs affected number is updated.
      6. Apply Tag: Applies the value to the selected field/tag for all records within the result view. 

      Group Tag Documents 

      You have completed a search and/or filter and now want to tag documents within the search results with the same value. 

      1. On the Verticle Document List View or Table View, select Tools ->Tags -> Group tag documents. The Group Tag Documents page appears. 
      2. Under the Select Field column, select the field you wish to update by clicking in the box next to the field. 
      3. In the Settings section, select or input values and choose additional field-specific options. Settings are determined based on the field type.
        • Yes/No Field: Choose True (yes) or False (no) to tag the records. 
          TagSettings
        • Text Field: Enter a value for the field, by default the text is appended to existing values. Select Overwrite to replace any existing values.

          TextSettings
        • Select Field: Provides a drop-down list of user-defined values. Choose the value you wish to update the records with. Any existing values are overwritten. 
          SelectSettings
        • Multi-Select Field: From the drop-down list, select the value you want to update, then choose Apply Tag (default) or Remove Tag. The records will be updated accordingly. The multi-select field may have more than one value associated with it.
        Multi-Select
      4. If desired, choose Include options to tag additional records related to your current result set. When an option is selected, the Docs affected total should increase to reflect the number of additional records. 
        IncludeOptions
      5. Once the Field, Settings, and additional Include options are selected, click Apply Tags to update the records. A message appears indicating the number of documents tagged. 

        GlobalTag
      6. Repeat the above steps until all desired fields and values are updated. Once done, click the X at the top right corner to close the screen.

      Group Tag Folder / Branch

      In the Native Tree View, there are two additional options for group tagging: Group Tag Folder and Group Tag Branch. Both options open the same Group Tag Documents screen, but they behave differently. Instead of applying the tag to the entire search result, the tag is applied to records within the folder or branch.

      • Group tag folder: Applies the tag to all documents inside the selected folder. If you select a folder without documents, you will notice the Docs affected show zero (0). 
      • Group tag branch: Tag is applied to the documents in the selected folder and all additional folders contained within the selected folder. The Docs affected shows the total records in the selected folder and subfolders.