Create and Maintain Tags

When you create a new case on GoldFynch the following tags Privileged, Non-Responsive, Irrelevant, Important and Confidential are set up by default. Any other tags that you wish to create can be easily set up from the Tag View screen. You can also set up and update tag preferences, rename tags and delete tags from this screen.

Creating tags from the 'Tags' view

Step 1. Navigate to the 'Tags' view by clicking on the button in the left pane

Step 2. Click the + New Tag button below the search bar

Click on the + New Tag button

Step 3. Enter the tag name

Create New Tag

Note: As you enter the tag name it will be checked to see that it is a unique name for the case. If the name is valid the message Name looks good will be displayed below the textbox else the corresponding error message will be displayed

Step 4. Select how you would like the tag to be propagated when tagging files that belong to a family. The options provided are -

Family Tag Preference

Learn more about family tags

Step 5. Choose if you would like to collect notes when the tag is applied. If this is set to 'Yes', then you can choose to make the collection of notes mandatory for this tag and the tag will not be applied unless a note is entered. Notes are useful to collect the reason for the application of a specific tag.

Note Application Tag Preference

Click here to learn more about tag application notes

Step 6. Choose if you would like this tag to be a privilege tag. If the checkbox is selected then you will be prompted to enter a privilege-category. Privilege tags can be used to generate privilege logs and they are handled differently in Reports.

Privilege Tag Preference

Learn more about privilege tags

Step 7. Choose if you would like this tag to be a hidden tag. If the checkbox is selected, then this tag will not be visible against any file that it is attached to in the Doc view, files view, or search results page.

Hidden Tag Preference

Learn more about hidden tags

Step 8. Click on the Create button at the bottom of the Create New Tag overlay. Your tag will now be listed in the 'Tags' view.

Renaming tags

Step 1. Navigate to the 'Tags' view by clicking on the button in the left pane

Step 2. Click on the ... button against the tag you wish to rename

Click on the ... button

Step 3. Type the new name you wish to give the tag into the 'Tag Name' box.

Enter a new name then click on the Save button

Note: The tag name is validated as you type it and any error in the name is displayed in the textbox below. If the tag name is valid then the message Name looks good is displayed below the textbox

Step 4. Click on the Save button

Deleting tags

Step 1. Navigate to the 'Tags' view by clicking on the button in the left pane

Step 2. Click the trashcan button on the far right against the tag you wish to remove completely from the case

Click on the trashcan button against a tag

Step 3. Click on the Yes button

Click on the 'Yes' button

NOTE: deleting a tag will remove also instances of it from files in the case