Editing tags

You can rename existing tags and change their descriptions, access keys, and associated roles and statuses.

You must have the application permission Manage Marks to edit tags that are available for use in all cases. However, you require the permission Manage Marks/Tags in a case to edit a tag that is available for use in that case only.

To edit a tag

  1. Do one of the following:

    • To edit a tag that is available for use in all cases, click the Application tab in the Discovery Accelerator client, and then click the Tags tab.

    • To edit a tag that is available for use in one case only, click the Cases tab and then click the required case in the left pane. Then click the Tags tab.

      If Discovery Accelerator lists a lot of cases, you can filter the list with the fields at the top of the pane. As well as filtering the cases by name, you can choose whether to list any research folders that are associated with them.

  2. Click the name of the tag that you want to edit.

  3. Enter the new details in the right pane.

  4. Click Apply.

More Information

About the Discovery Accelerator permissions

Creating tags