Getting Started Guide - LexisNexis

GETTING STARTED GUIDE I LAW PREDISCOVERY
To tag a document:
1. Launch the grid and load records.
2. If a tag field, such as the Print field created above, is not displayed in the grid currently,
launch the Field List and click the checkbox next to the tag field to display it. Close the Field List.
3. Choose a document and tag it by clicking in the desired tag field. A green checkmark will appear
in the cell when a record is tagged as Yes. Tag one or two other documents using the same method.
You also can tag documents by using hot keys. Now that a document is tagged, it may be easily
returned in a filter or query for further processing, if needed.
Tagging Multiple Documents
You can find additional tagging options by right-clicking a tag field in the grid displays. Select from three
options that apply to selected rows in the grid; select rows by using the Shift and/or Ctrl keys to highlight
multiple rows. The three options are:
1. Tag Selected Rows as Yes assigns a Yes flag (green checkmark) in the selected tag field for all highlighted rows.
2. Tag Selected Rows as No assigns a No flag to all highlighted rows.
3. Toggle Tag for Selected Rows toggles the tag for all highlighted rows; any Yes flags will be changed
to No and any No flags will be changed to Yes.
You also can select from three batch tagging options that apply to all records currently loaded in the grid.
1. Tag All Rows as Yes assigns a Yes flag in the selected tag field to all records currently loaded in the grid.
2. Tag All Rows as No assigns a No flag to all records in the grid.
3. Toggle Tag for All Rows toggles the tag in the selected field for all records in the grid (changes Yes to
No or vice versa).
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