Following along in MyCase is recommended as you read the article.
Searching Document Tags in the Documents Tab
There are two places to search and filter documents by their tags:
Documents Tab: Useful for displaying all documents in MyCase, then searching by tag.
Case Details Page: Useful for displaying documents related to a particular case, then searching by tag.
To search and filter documents:
Click the Documents tab.
Click the Browse By Tags button.
A list of all the tags your firm has assigned to documents will appear on the left.
Clicking a tag will filter the documents on the right. In the example below, we have selected the tag "client". All of the document that appear on the right are documents that have been tagged with the word client.
Clicking on another tag will then filter the document list to show only documents with those two tags applied to them. So if you select the tag "client", then select the tag "welcome", you will see a list of documents that have both "client" AND "welcome" assigned them.
Searching Document Tags in the Case Details Page
Open the Case Details Page for a case/matter that you'd like to look at. By default, the Items & Info tab will be selected.
Click on Documents to show all the documents that have been linked to this case/matter.
Above the list of documents, you will notice a search box labeled Search Documents > Search Tags. This is where you can search/filter through all of the tags that have been applied to the list of documents. Simply start typing the name of the tag, or click to view a list of all the tags associated with the displayed documents.