This article explains how to tag individual messages, apply tags in bulk, and tag messages by keyword. Tags can be created directly while reviewing conversations and are automatically saved at the case level for reuse across the case in searches, reports, and exports.

Open a conversation from your case to view the extracted messages.

Click the Tag icon next to the message you want to tag.
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In the Add tag to window, click into the "Search for a tag" field to select an existing tag or create a new one.
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Multiple tags can be added to the same message. Once the proper tags are applied, click the Add Tag button.

The tag is saved at the case level and will appear in Case Settings → Tags, bulk tagging, and keyword tagging.

Once a message is tagged, the tag appears next to each message it’s assigned to.

Click Tools and then click Toggle Bulk Tagging.

Click the + icon next to each message you want to tag. A counter in the footer shows how many are selected.

Click Add Tag in the footer bar.

Select an existing tag or click Create Tag to add a new one.

Click Apply Tag to tag all selected messages.

Select the conversation to search and enter a keyword (three or more characters) in the Keyword Search bar.

If the search returns results to tag, click Add Tag above the list.
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Select an existing tag or click Create Tag to add a new one.

Click Add Tag to assign it to all messages returned containing that keyword.

After tagging is complete, you can export tag reports for exhibits, case analysis, or internal reporting.

See How to export tag reports for detailed steps.