GoldFynch's tag system lets you designate tags with 'privileged' status. Privilege tags give you the flexibility to retrieve and perform several actions such as searches, reports, etc., on these files in bulk. They can also be used to generate privilege logs. In this article, we will show you how to create privilege tags. 


You can create a privileged tag at the time of creation or you can update it from the tag view screen. 


Create a New Tag with Privileged Status


Step 1. Click on the 'Tags' button on the left pane to navigate to the Tags view.


Click on the Tags button to navigate to the tags view


Step 2. Click on the 'New tag' button

Click on the new tag button to create a new tag


Step 3. Enter a name for the tag.

Step 4. Check the 'Yes, this tag indicates a privilege' checkbox  in the create new tag screen overlay.


Check the Yes, this tag indicates a privilege checkbox to set the tag as privileged

   

Step 5. (Optional) Select a 'privilege category' from the drop-down menu.


Select a privilege category from the drop-down


Step 6. (Optional) Enter a note that will indicate why the tagged files are considered to be privileged. This note will be displayed alongside the tag.



Step 7. Click on the Create button on the Create new tag screen overlay. Once the tag has been created it will be displayed in the tag view list. 


Assigning Custom Categories


While creating a privileged tag you can assign a custom privilege category. To do so, select the custom category option from the drop-down list in Step 5. as described above and enter your own category with an abbreviation (in parenthesis.)

 Enter a custom category for the privilege tag


Update an Existing Tag to have Privilege Status


You can update an existing tag to have privilege status from the 'Tags' view.


Step 1. Navigate to the 'Tags' view by clicking on the button in the left pane.

Step 2. Click on the ... button against the tag you wish to update. The tag preferences screen overlay will be displayed.


Click on '...' to update tag preferences


Step 3. Check the 'Yes, this tag indicates a privilege' checkbox.       


Check the Yes, this tag indicates a privilege checkbox to set the tag as privileged


Step 4. (Optional) Select a 'privilege category' from the drop-down menu.


Step 5. (Optional) Enter a note that will indicate why the tagged files are considered to be privileged.


Step 6. Click on the Save button at the bottom of the tag preferences screen overlay to update the changes made.

Using Privileged Tags in your Case


Assigning Privilege Tags and Tag Application Notes to files in your case

The process of assigning privilege tags is the same as that of assigning regular tags. 


You can annotate your privilege tags with tag application notes. For privileged tags, the default note that was entered when creating the tag will be added to the tag application notes that are collected. 


Using Privileged Status and Privileged Category in your Search

You can easily search for files that have privileged tags assigned to them using the advanced search system. Click here to learn how to do so. 


Using Privileged Tags in the Production Process

During the production process, documents tagged with privileged tags can be easily excluded from the production by using the invert option under Step 2 of the Production Wizard (Select tags for production). Learn more about using tags in the production process here.


Creating Reports and Privilege logs

While creating reports you have options to restrict the tag names and tag application notes that you include to only those that have a privileged status. This also helps in the creation of privilege logs. Learn more about reports and privilege logs.