Tagging Search Results with Bulk Actions

Tagging search results allows you to quickly organize, code, and apply issues or metadata to multiple documents at once. Using Bulk Actions, you can make consistent updates to a selected set of documents directly from your search results.

How to Tag Search Results with Bulk Actions 

1. Run a search.
2. When viewing the search results, check the box next to the document(s) you wish to tag, or select the checkbox in the top-left corner of the grid view to select all.
3. Click Bulk Actions.

The Bulk Edit modal will open, allowing you to make changes across all selected documents.

1. Add the documents to a Folder .
2. Add an Issue (tag) to the documents.
3. Edit the documents' standard document attributes.
4. Add or remove custom coding fields.
5. Add or remove tags.
6. Choose whether to apply coding updates to related documents and select a sort order. Sort order is most applicable when working with emails and their associated attachments. See more here for additional Bulk Actions settings.

Click Update Documents to save your changes.

To Recall Your Search

You can recall your results by selecting an Issue, Folder, Deponent, or Tag from the Documents home page, using the Filter section, or running an Advanced Search with the appropriate syntax.