Tag documents in a review set in eDiscovery (Premium)

Tip

eDiscovery (preview) is now available in the new Microsoft Purview portal. To learn more about using the new eDiscovery experience, see Learn about eDiscovery (preview).

Organizing content in a review set is important to complete various workflows in the eDiscovery process. This workflow includes:

• Culling unnecessary content
• Identifying relevant content
• Identifying content that must be reviewed by an expert or attorney

When experts, attorneys, or other users review content in a review set, their opinions related to the content can be captured by using tags. For example, if the intent is to cull unnecessary content, a user can tag documents with a tag such as "non-responsive". After content has been reviewed and tagged, a review set search can be created to exclude any content tagged as "non-responsive". This process eliminates the non-responsive content from the next steps in the eDiscovery workflow.

You can use tag templates to define tags and review workflow across all cases and review sets in your organization. This method is the recommeded approach and helps provide structure and standardization for tagging to ensure searches identify similar content across your organization. You can also use the tagging panel in an individual review set to customized tags for each case when tag templates don't meet your needs, but tags created here are specifically for the individual case and review set.

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Tag types

eDiscovery (Premium) provides two types of tags:

• Single-select tags: Restricts reviewers to selecting a single tag within a tag group. These types of tags can be useful to ensure that reviewers don't select conflicting tags such as "responsive" and "non-responsive". Single choice tags appear as radio buttons.
• Multi-select tags: Allow reviews to select multiple tags within a tag group. These types of tags appear as checkboxes.

Tag groups

In addition to the tag types, the structure of how tags groups are organized in the tag panel can be used to make tagging documents more intuitive. Tags are organized in tag groups. Review set search supports the ability to search by tag and by tag groups. This means you can create a review set search to retrieve documents tagged with any tag in a group or the group itself.

For example, if you need to identify and tag privileged content, grouping can be used to make it clear that a reviewer can tag a document as Privileged (the tag group) and select Attorney work product (specific tag) as the type of privilege within the tag group.

Tag templates (preview)

Tag templates are used to define and standardize tags and the review workflow across all cases and review sets in your organization. Each tag template contains tag groups where you can create a grouping structure for individual tags. You can create tag templates in the Tag templates section in eDiscovery (Premium) settings.

Create tag templates

Note

For a limited time, this classic eDiscovery experience is also available in the new Microsoft Purview portal. Enable Compliance portal classic eDiscovery experience in eDiscovery (preview) experience settings to display the classic experience in the new Microsoft Purview portal.

To create a new tag template, complete the following steps:

1. In the Microsoft Purview compliance portal, select eDiscovery > Premium and then select eDiscovery (Premium) settings.
2. Select Tag templates.
3. On the Manage tag templates page, select Create.
4. On the New tag template page, enter a name and description for the tag template.
5. In the initial tag group, enter a tag group name and use the dropdown to define if this as a Multi-select or Single-elect tag group.
6. Enter at least one tag name in the tag group. Select Add tag to add additional tags to the tag group.
7. If needed, select Add tag group to add additional tag groups and tags to the tag template.
8. Preview the tag template group and tag structure in the Preview pane on the right side of the New tag template page.
9. When complete, select Save.

The tag template is now available for use in all cases and review sets in your organization.

Manage tag templates

After you create a tag template, you can edit or delete it. You can also view information about the tag template, including the dates when it was created or last modified.

To edit a tag template, select the tag template name on the Manage tag templates page and select Edit. On the Edit tag template page, you can edit the tag template name, description, and tag groups and tags. When you're done, select Save.

To delete a tag template, select the tag template name on the Manage tag templates page and select Delete. Select Yes to confirm the deletion or No to cancel the deletion.

Apply tag templates to a case and review sets

Note

For a limited time, this classic eDiscovery experience is also available in the new Microsoft Purview portal. Enable Compliance portal classic eDiscovery experience in eDiscovery (preview) experience settings to display the classic experience in the new Microsoft Purview portal.

After you've created a tag template, you can apply it to a review set. You can apply a tag template when you create a new review set or when you edit an existing review set.

To apply a tag template to a new review set, complete the following steps:

1. In the Microsoft Purview compliance portal, select eDiscovery > Premium.
2. Select the Cases tab and select a case.
3. In the case, select Review sets, select a review set, and then select Open review set.
4. On the review set command bar, select Manage > Tags.
5. On the Manage tags page, delete the blank tag group then select Import tag templates.
6. On the Import tag templates flyout page, select the tag template that you want to apply to the review set and then select Import.
7. If needed, you can edit the tag template as it applies to the case and review set.
8. Select Save to apply the tag templates to the case and review set.

The applied tag template is now available for use in the case and all included review sets.

Create tags for a specific case or review set

Note

For a limited time, this classic eDiscovery experience is also available in the new Microsoft Purview portal. Enable Compliance portal classic eDiscovery experience in eDiscovery (preview) experience settings to display the classic experience in the new Microsoft Purview portal.

If you choose not to use tag templates for a specific case or review set, you can create tags directly in the review set. This is useful when you need to create tags that are specific to a case or review set. However, these tags are unique to the case or review set and can't be used in other cases or review sets.

Before applying tags to items in a review set, you need to create a tag structure.

1. Open a review set and on the review set command bar, select Manage > Tags.
2. On the Manage tags flyout page, enter a Tag group name and select either Multi-select or Single-select for the tag group.
3. Enter one or more tags in the tag group. Select Add tag to add additional tags to the tag group.
4. Select Add tag group if more tag groups and tags are needed.
5. Preview the tag template group and tag structure in the Preview pane on the right side of the New tag template page.
6. Select Save to apply the tag group and tags to the case and review set.

Apply tags

Note

For a limited time, this classic eDiscovery experience is also available in the new Microsoft Purview portal. Enable Compliance portal classic eDiscovery experience in eDiscovery (preview) experience settings to display the classic experience in the new Microsoft Purview portal.

With the tag structure from tag templates or custom tagging in place, reviewers can apply tags to items in a review set by configuring tagging settings.

1. In the review set command bar, select Tag files to display the Tag files flyout page (also called the tagging panel).

2. On the Tag files flyout page, you can set the following options to configure how to tag items displayed in the review set. The filters or filter queries currently applied to the review set determine which items are displayed and therefore the items that you can apply tags to. For more information, see Query and filter content in a review set.

   • Choose selection. Choose one the following options to determine the scope of items to apply tags to.

     • Tag selected items: This option applies tags to the items that you select. You can select items before or after launching the tagging panel. This option displays (in real time) the number of selected items that are tagged.
     • Tag all items in list: This option applies tags to all items displayed in the review set. This option displays the total number of items that are tagged.

   • Expand selection: Use the following options to tag additional items that are related to tagged items in the review set. Depending on the Enable group option enabled in the case settings, you'll see the following options:

     With Enable group in settings disabled:

     • None: This option doesn't apply tags to associated family items or associated conversation items. It only applies tags to the items that are selected or to all items in the review set list.
     • Include family groups: This option applies the same tag to the associated family items of items that are tagged. Family items are items that share the same FamilyId metadata property value. For example, a document that's attached to an email message shares the same FamilyId as the email message. So if this option is selected for this example, the email message and the document are tagged, even though the document might not be included in the list of review set items.
     • Include conversation groups: This option applies the same tag to all items that are in the same Teams or Viva Engage conversation as the items that are tagged. Conversation items are items that share the same ConversationId metadata property value. All messages, posts, and corresponding transcript file of a conversation share the same ConversationId. If this option is selected, then all items in the same conversation (and transcript file) are tagged, even though some of those conversation items might not be included in the list of review set items. For more information about conversation items, see the "Grouping" section in eDiscovery (Premium) workflow for content in Microsoft Teams.

     Note

     Including family or conversation groups doesn't change the count of items shown in the Tag selected items or Tag all items in list options. In other words, the number of grouped items that are tagged is not displayed.

     With Enable group in settings enabled:

     • None: This option doesn't apply tags to family group items or conversation group items. It only applies tags to the items that are selected or to all items in the review set list.
     • Include family groups: This option applies the same tag to the associated family items of items that are tagged. Family group items are items that share the same GroupId metadata property value. For example, a document that's attached to an PowerPoint file shares the same GroupId as the document. So if this option is selected for this example, the document and the PowerPoint file are both tagged. Both are grouped together in the list of review set items.
     • Include conversation groups: This option applies the same tag to all items that are in the same email, Teams, or Viva Engage conversation as the items that are tagged. Conversation group items are items that share the same ThreadId metadata property value. All messages, posts, and corresponding transcript files of a conversation share the same ThreadId. If this option is selected, then all items in the same conversation (and transcript file) are tagged. All items are grouped together in the list of review set items.

   • Assign tags: This section displays the tags (organized by tag groups) that you can apply to documents. These are either the tag groups and tags assigned using tag templates or custom tag groups and tags that you've created for this case. You can only apply one single-choice tag (identified by a radio button) per tag group. However, you can apply multiple multi-choice tags (identified by a checkbox).

3. Select Apply tags to apply the tags based on your settings.

   The Applying tags status message is displayed for each tag group on the tagging panel to indicate a tagging job has been started. Tags for each tag group in the Assign tags section are greyed out until the job is completed.

Tip

If you're in the process of configuring the settings on the tagging panel, but want to start over, select Reset tag assignment to clear the current setting. This control doesn't apply to items that are already tagged, and it doesn't change or remove tags from previously tagged items.

Monitor tagging jobs

When you tag a large number of items (or select the Tag all items in list) option, a Tagging documents job is created. You view the status of this job on the Jobs tab in the case. This view helps you track large tagging jobs that may take a long time to complete. In some cases, a tagging job might be complete, but the Applying tags status message in the tagging panel is still displayed. To update the status of tagging jobs, select Refresh in the review set command bar.

Removing tags

Note

For a limited time, this classic eDiscovery experience is also available in the new Microsoft Purview portal. Enable Compliance portal classic eDiscovery experience in eDiscovery (preview) experience settings to display the classic experience in the new Microsoft Purview portal.

You can remove tags from items in a review set. However, you can't remove a single-choice tag that's been applied to a review set item. You can only change a single-choice tag to another single-choice tag within the same tag group.

To remove a tag:

1. Select the items that you want to remove the tag from.
2. Select Tag files to display the tagging panel.
3. Under Assign tags, unselect the tag, and then select Apply tags.

You can also use the previous procedure to change the tag applied to selected items. After unselecting the current tag, you can select a different one.