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How to Apply and Remove Personal and Legal Hold Tags to/from Multiple Emails/Files

Steven Tobolar
Steven Tobolar

You can apply a tag to many emails or files at once: Personal tags to keep track of items for yourself, and, as a Compliance Officer, Legal Hold tags to put items on hold.

Apply a tag to multiple items

  1. Go to the Search section and run a search.
  2. Tick the checkboxes next to the emails or files you want to tag.
  3. Click Apply Tag in the toolbar above the results. It becomes active once at least one item is selected.

Selected emails and the Apply Tag button

  1. In the Apply a Tag window, click the Tag Name field and select a tag. Tags are listed by type, under Personal and Legal Hold. Start typing to filter the list.
  2. Choose what to tag:
    • Tag N Items — only the selected items
    • Tag Entire Page — every item on the current page
    • Tag All Results — every item in the search results (email search only)

Apply a Tag window for selected items

You'll see a confirmation message: Tag successfully applied. The tag then shows on each item in the results list.

Tagged emails in the results list

Please note that you can select up to 1,000 emails, or up to 100 files, social or website items, at a time. If you select more, Apply Tag is disabled.

Create a new tag while applying it

  1. Type the new tag name in the Tag Name field (up to 30 characters).
  2. Click Create name tag at the bottom of the list.
  3. Set Tag Category to Personal Tag or Legal Hold Tag and, optionally, pick a Tag Color.
  4. Click Create & Tag N items, Create & Tag Entire Page or Create & Tag All Results.

Creating a new tag for selected emails

You'll see a confirmation message, for example: New tag successfully created and applied to 3 emails.

Remove a tag from multiple items

  1. Tick the checkboxes next to the items you want to remove the tag from.
  2. Click Remove Tag in the toolbar.
  3. In the Remove a Tag window, click the Tag Name field and select the tag. Only tags that are on the selected items are listed.
  4. Click Remove from N items, or Remove from Entire Page to remove the tag from every item on the current page.

Remove a Tag window

You'll see a confirmation message, for example: Tag successfully removed from 5 emails.

Please note that you can remove only your own Personal tags. Legal Hold tags can be removed by anyone whose role has permission to remove legal hold tags.

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Comments

1 comment

  • Comment author
    dclarkbell

    Please illustrate how to select and download-export 1,700 emails.

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