Tag Hits

When you enable the Tag Hits option, you can access documents in the Field Tree browser and tag terms in a saved search. Selecting the Tag Hits option creates a multiple object field for the search terms report. If this field is not created you cannot select it in the Highlight Fields option when creating a persistent highlights set. See Persistent highlight sets.

When enabled, Relativity saves the results to a multiple object field named after the search terms report with the prefix STR. For example, STR - Industry terms. This is so you can review the results later. During the search, Relativity tags each document containing search hits using the STR multiple object field with the search terms found in each document.

Tagged documents in the Field Tree browser

After you run a search terms report with the Tag option enabled, Relativity creates a folder in the Field Tree browser with documents grouped by tags found by the search terms report. Each tag includes the count of documents containing that term. The folder is named after the STR multiple object field created by the search terms report. For example, if your STR is named Produced Documents, the folder in the Field Tree browser is named STR - Produced Documents.

Click a search term tag in the Field Tree browser to view documents in your searchable set tagged with the selected term. You can also email a link to the tagged documents by right-clicking the tag results and selecting Email Link.

Search terms report tag field tree

Tagged search terms in a saved search

After you run a search terms report with the Tag Hits option enabled, Relativity creates choices for each of the terms that you specified. You can then use these choices as criteria in a saved search.

Use this procedure to create a saved search using tagged search terms:

  1. Follow the instructions for setting fields in the Information and Search Conditions sections on a saved search. See Creating or editing a saved search.
  2. Click on the Fields tab in the Saved Search pop-up.
  3. Select the desired field in the Unselected section and move it to the Selected section using the arrow icons.
  4. Click the Condition button and select an option from the pop-op.
  5. Perform the following tasks on the Select STR dialog:
    1. Select your search terms report in the Field box.
    2. Select an Operator, such as any of these.
    3. Select the STR option from the Condition drop-down menu to select search terms on the Select Items dialog.
    4. Set any other fields as necessary.
  6. Click OK.

    For example, if you added the tagged search terms called money, crime, and oil, the Conditions section would appear as follows:

    Search terms reports conditions
  7. Click Apply and Save & Search to run your query.

Repeat steps 1-3 for each tagged search terms.