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Document Tagging Overview

Document tags are labels that you can assign to documents to make them easier to group and find.

Updated over 4 months ago

Document tags are labels that you can assign to documents to make them easier to group and find. It is a simple yet powerful solution for organizing even the most document intensive matters.

For example, if you were to search for the tag "motion", MyCase will display all of the documents you have uploaded that are tagged with "motion". From there, you can browse every motion in the system, or narrow your results by filtering all of the motions by another tag such as "dismiss" or "compel".

The screenshot below shows a list of tags in the left column. Clicking a tag on the left will filter the documents on the right.

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Creating and Assigning Tags to Documents

Tags can be created and assigned when you are uploading a document. Type the name of the tag into the tag field (pictured below). In this example, we have already added the tag "motion" and we are about to add the tag "quash".

There is no limit the amount of tags that can be assigned to a document. Also, tags can be multiple words and CAN include spaces.

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