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Configure tag templates in eDiscovery (preview)

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Tag templates are used to define and standardize tags and the review workflow across all cases and review sets in your organization. Each tag template contains tag groups where you can create a grouping structure for individual tags.

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Create tag templates

To create a new tag template, complete the following steps:

  1. In the Microsoft Purview portal, select Settings > eDiscovery and then select Tag templates.
  2. Select Create.
  3. On the New tag template page, enter a name and description for the tag template.
  4. In the initial tag group, enter a tag group name and use the dropdown to define this group as a Multi-select or Single-elect tag group.
  5. Enter at least one tag name in the tag group. Select Add tag to add additional tags to the tag group.
  6. If needed, select Add tag group to add additional tag groups and tags to the tag template.
  7. Preview the tag template group and tag structure in the Preview pane on the right side of the New tag template page.
  8. When complete, select Save.

The tag template is now available for use in all cases and review sets in your organization.

Manage tag templates

After you create a tag template, you can edit or delete it. You can also view information about the tag template, including the dates when it was created or last modified.

  1. In the Microsoft Purview portal, select Settings > eDiscovery and then select Tag templates.

    • To edit a tag template, select the tag template name on the Manage tag templates page and select Edit. On the Edit tag template page, you can edit the tag template name, description, and tag groups and tags. When done, select Save.
    • To delete a tag template, select the tag template name on the Manage tag templates page and select Delete. Select Yes to confirm the deletion or No to cancel the deletion.

Apply tag templates to a case and review sets

After you create a tag template, you can apply it to a review set. You can apply a tag template when you create a new review set or when you edit an existing review set.

To apply a tag template to a new review set, complete the following steps:

  1. In the Microsoft Purview portal, select eDiscovery > Cases and select a case.
  2. In the case, select Review sets, select a review set, and then select Open review set.
  3. On the review set command bar, select Manage > Tags.
  4. On the Manage tags page, delete the blank tag group then select Import tag templates.
  5. On the Import tag templates flyout page, select the tag template that you want to apply to the review set and then select Import.
  6. If needed, you can edit the tag template as it applies to the case and review set.
  7. Select Save to apply the tag templates to the case and review set.

The applied tag template is now available for use in the case and all included review sets.