You can mass-tag documents directly from the search screen.
Let’s say you’re doing an initial pass to identify documents that are potentially privileged. You are doing this by searching for law-firm domain names and mass tagging them Attorney-Client Privilege for later review. Here is how you would do this in Disco:
1. Run a search to find the documents you want to mass tag, for example, domain(velaw.com) to find all emails to or from Vinson & Elkins’s domain:
2. Click the “tag all results” button in the top right of the search results grid to tag all these search results. If you want to tag only a subset of them, use the check boxes to the left of each result. Notice that if you click checkboxes, the “tag all results” button changes to “tag selected results.”
3. A mass-tag dialog will appear.
First, select the tags you want to apply and the tags you want to remove. You can apply and remove multiple tags at the same time in a single operation.
Second, pick how far you want your tag changes to propagate: by default, when you tag an email, the tags flow down to the email’s attachments. You can use the checkboxes to turn this off or to propagate tags up from emails to the email conversations that include them, up from email attachments to the emails that contain them, and up one more time from those emails to the email conversations that contain them. Together, these options let you decide whether to include complete families and complete conversation threads in your mass tagging operation.
When you’re done, click “Tag 388 results.”
4. A processing wheel will appear beside the top navigation bar in Disco. You can continue with your work while the mass tag runs. When it’s done, the wheel will disappear.
That’s it! Mass tagging made easy.