Minimum Software Version8.18.10
Solution(s)Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓
Documents with document‑level tags can be reviewed together by grouping them using either filters or the Tags area within the Documents page.


Tags provide a powerful way to categorise documents for review. Once documents have been assigned document‑level tags, reviewers can quickly isolate and assess them as a group. Opus 2 offers two primary ways to review tagged documents:

  1. Using the Tags filter within the Documents page
  2. Using the Tags area in the left‑hand panel

Both approaches allow users to focus on specific subsets of documents without manually searching or navigating through large document lists.

Reviewing Tagged Documents Using a Filter

Step 1: Select Folders and Add a Tag Filter

  1. Navigate to the Documents page.
  2. Select the folder(s) you want to filter within.
  3. Click More and choose the Tags field.

Step 2: Configure the Tag Filter

  1. In the Tags filter, choose one of the following options:
    • Must have – documents must contain all selected tags
    • Has at least one – documents must contain at least one of the selected tags
  2. Select the tag or tags you want to filter by.

In this example, Must have is selected with a single tag.

Step 3: Review Filtered Documents

The document list will update to display only documents that match the selected tag criteria.

Example:
Filter documents that must have the Witness tag to review all witness‑related evidence together.

More information on document filtering is available in the filtering documentation.

Reviewing Tagged Documents Using the Tags Area

Step 1: Locate the Tags Area

  1. Navigate to the Documents page.
  2. Scroll to the Tags section at the bottom of the left‑hand panel.

Each time a tag is created, a corresponding category appears in this area.

Step 2: Select Tags to Review

  1. Tick the checkbox next to a tag to view all documents associated with that tag.
  2. Select multiple tags to view documents categorised under several tags at once.

The document list will update to show all documents matching the selected tags.

Example:
Tick both Expert and Disclosure tags to review documents related to expert disclosure evidence.


Use document‑level tags in combination with filters and the Tags area to efficiently organise and review large document sets, ensuring relevant material is easy to locate and analyse throughout your case workflow.