Tagging

The Tagging section is part of the Discovery Tab from the Document Viewer and it allows you to identify documents for a discovery production and displayed within Lexbe eDiscovery Suite Platform  in the discovery production window. While looking at a document you can edit the general tag data. Also, You can enter information needed for the privilege log.



Tagging-viewing Custom Tagging within the Document Viewer

These fields titles and tags are used to identify document and associate with multiple specific issues you have established for your case. For a detailed explanation on this topic, please click here.

You can edit the Disc tab whenever you select a document by clicking on any link to the document in Lexbe eDiscovery Suite Platform, such as from the Search, Browse or Facts & Issues pages. The custom Sections you set up will be visible and you can click the down arrow next to a section to expand it to see the contents.






You can check (or fill in text on text boxes) and save as part of the coding process. All the changes made into the discovery tab can be either saved or cancelled. You just to click on the words located at the right top corner of the screen.

Custom Coding Fields

When new coding fields are added to any document uploaded into your
Lexbe eDiscovery Suite Platform account, these coding fields will be also displayed as subsections under the Discovery Tab from the Document Viewer.

Adding Coding Sections- text box or check box

Custom coding fields are organized into expandable sections.You should first set up one or more sections to contain and organize your fields. Examples of section names could be 'Deponents' 'Case Issues', etc.






Below is a short description on how to create a coding section;


Under  ’Manage Custom Coding' section click on “Add Coding Section” located in the upper left corner of the screen;





A new window will be displayed so the new custom fields-tag may be created (e.g.State);
This action will display the new coding section in the main screen of the 'Edit Custom Coding Fields'.




To create fields under the new Coding Section, click on “Add Coding Field” from the upper left corner of the screen and again a new window will be opened in order to create the options for the coding section. To view the new Coding Section and Field(s), click on any link to the document in Lexbe eDiscovery Suite Platform, such as from the 'Search', 'Browse' or 'Facts & Issues' pages.







NOTE: All fields must be located in a section or the fields will not display on the document viewer.

The user(s) may add or delete a custom coding field/ section at any time, just click on
'Edit' or 'Delete' buttons located in main screen of the “Edit Custom Coding Fields” under Manage Custom Coding. When deleting any coding field or section, this action cannot be undone.