Editing tag groups

You can rename existing tag groups and change their descriptions, values, and associated roles.

You must have the Manage Marks/Tags permission in a case to edit tag groups.

To edit a tag group

  1. Click the Cases tab in the Discovery Accelerator client.

  2. In the left pane, select the case for which you want to customize a tag group.

    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.

  3. Click the Tags tab.

  4. Click the name of the tag group that you want to edit.

  5. Enter the new details in the right pane.

  6. Click Apply.

More Information

About the Discovery Accelerator permissions