As a user with the Manage classification tags permission, you can create classification tags that are applied automatically to archived items that match a search.

View classification tags

Go to the Classifications section. The User Classifications tab lists your company's classification tags with these columns:

• Color
• Tag Name
• Type & Search Term — the search the tag is based on
• Expunge Time — the date tagged items are deleted, or Indefinitely
• Tagged Emails and Tagged social documents — click a number to see the tagged items in Search
• Date Created
• Created By

Tags are sorted by name. Click a column header to sort by it. You can show 25, 50 or 100 tags per page.

The AI Classifications tab lists the tags Jatheon Cloud applies automatically, such as Newsletter, Out Of Office and Bounce. You can't change them.

Create a classification tag

1. Go to the Classifications section and click New Classification Tag.
2. Enter a Classification Tag Name, up to 30 characters.
3. Optionally, click Tag Color and pick a color.
4. Select the Visibility (who can see the tag) and Assignability (who can apply it): Everyone or User with Admin permission.
5. To delete tagged items on a certain date, set an Expunge Date. Leave it empty to keep them indefinitely.
6. Under Classification Search Term, build the search the tag is based on, the same way as in Advanced Search, and set its Date Range.
7. Click Save Changes.

You'll see a confirmation message: Classification tag successfully created.

Please note that items with an expunge date are deleted from the archive on that date, unless a Legal Hold or Retention tag prevents it.

Edit a classification tag

1. Hover over the tag's row and click Edit Tag.
2. Change the name, color, visibility, assignability or expunge date, and click Save Changes.

You'll see a confirmation message: Classification tag successfully updated. To change only the color, click the color in the Color column and pick a new one.

Please note that you can't change the search term of an existing tag. To use a different search, create a new tag.

Delete a classification tag

1. Open the More menu (represented with ...) on the tag's row and select Delete. You can also click Delete on the tag's edit page.
2. Click Delete to confirm.

You'll see a confirmation message: Classification tag successfully deleted.

Please note that you need the Delete retention tags permission to delete a classification tag.