Hidden Tags

When files in your case have several tags attached to them simultaneously it can crowd up your workspace while browsing and reviewing them, and make the tags that you are looking for harder to spot. Hidden tags help reduce the clutter without impacting functionality. To be specific, the places where hidden tags don't appear are the files view, docs view, and search view. However, they can be used to perform searches, create reports, review sets, productions, etc.

Note: Quick tags will always be visible even if they are set to hidden.

Creating a hidden tag

A tag can be set to hidden either when you create it or later on from the tag view screen.

Creating a new tag with hidden status

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

Step 2. Click on the New Tag button

Select New Tag

Step 3. Enter a name for the Tag and check the Is this tag a hidden tag? checkbox

Enter name for the hidden tag

Step 4. Click on the Create button. Once the tag has been created it will be visible in the tag view list.

Updating a tag to have hidden status

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

Step 2. Click on the ... button against the tag you wish to update. The tag preferences screen will be displayed.

Select tag for update

Step 3. Check the Is this tag a hidden tag? checkbox

Set Hidden Indicator

Step 4. Click on the Save button at the bottom of the tag preferences overlay to update the changes made.

Viewing Documents with a hidden tag

In the Document Viewer, all the hidden tags attached to a file can be seen in the right panel.

View hidden tags

Note: You can remove a hidden tag attached to a file by clicking on the 'x' against the tag in the right panel.