Tag Propagation

Use the Tag Propagation page to populate coding decisions amongst duplicates or family members (related). This synch feature is employed when coding documents on the Document Viewer and can increase the speed of reviewing documents.

To set up tag propagation

  1. Click Review > Review Management > Tag Propagation.
  2. On the Config tab, select the Strategy for the type of documents you would want propagate from the following:
    • Duplicates: Coding decisions are propagated to all duplicate documents of the one being coded. (Generally requires users to code on the four corners of the content of the document, similar to contract law.)
    • Related: Responsiveness is propagated to all document family members. (Example: If an email is coded as Responsive, all of its attachments are also coded as Responsive.)
  3. In the Custom Fields section, select the coding fields you want to propagate. (All of the documents of the selected Strategy will inherit this coding.)
  4. Toggle one of the following State Alert, and view the Update Status:
    • Enable: Propagation is on.
    • Disabled: Propagation is off.
    • Warning: Conflicts exist (for example, parent tagged Responsive and child tagged Not Responsive)
    • Alert: Status needs to be updated or new documents have been added to the matter.

To apply the tag propagation settings to the documents in the repository

  1. Click Update.

To view details of the update

  1. Click the Update Status, Conflict Report Status, or Exception Report Status results to open the View Tasks [#] window.

To view any tag propagation errors

  1. On the Tag Propagation page (Review > Review Management > Tag Propagation), click the Errors tab.
  2. View documents that have an exception where the tag propagation coding differs from the master document’s coding. .

To view any tag propagation exceptions

  1. On the Tag Propagation page (Review > Review Management > Tag Propagation), click the Exceptions tab.
  2. View the documents where the tag propagation coding differs from the master document’s coding.
  3. To view details of the conflicts, click Run Exceptions Report, then click the listing of the conflict to view the Propagation Exception Report.

To view any tag propagation conflicts

  1. On the Tag Propagation page (Review > Review Management > Tag Propagation), click the Conflicts tab.
  2. View the documents that were already coded, but have a different value selected as a tag propagation on the Config tab.
  3. To view details of the conflicts, click Run Conflicts Report, then click the listing of the conflict to view the Propagation Exception Report (containing the tag and type of the conflict, as well as coding of master document compared to the current document).