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In working with versions 2.3 and 2.3.1, I am encountering a new issue that is proving to be quite inconvenient, and think that some additional granularity with regard to permissions is the most obvious solution. I am finding it a problem that, as a case admin, I can no longer edit tags: (1) that are created by other users; or (2) that were created automatically, such as via import of a coding layout. Ideally, I would like the ability to prevent users from creating their own tags, which can be very important when working with less experienced users and keeping the Tags facet from being properly maintained. For example, many users don't understand nesting of tags, and their inter-relationship with coding layouts. If that were accomplished via an affirmative permission "Can create new tags," that would be fine. In addition, it's even more important that I be able to edit tags in order to enforce naming conventions, etc., and efficiently address issues that are encountered. Just today, I discovered that a user had created new tags and named them incorrectly. This should be a quick, direct fix for a user with case admin permissions, as has always been the case. Further, I have discovered that even the desktop software cannot override and permit the changes to be performed - at least when accessing the shared case via a Viewer license. ***EDIT: in performing some additional work today, I just realized that the inability to edit another user's tag introduce's an additional limitation. I just had occasion to edit an existing tag that included a long tag description. Thus, I wanted to open, copy that text, then use it as the basis for the description of a subsequent tag, only needing to modify a single word. Unfortunately, because the tag was not created by my, this is not possible via the UI. Again, this is in the context of a currently-shared case in Connect, accessed via Viewer license rather than opening the unshared case, directly with a desktop license. While I'm discussing tags, I would also like to add that Connect would benefit from the addition of the ability to edit the top-level tag AFTER a tag has been created, as is possible in desktop. As it stands now, if I forget to assign a parent tag at the time of the tag's creation, the only remedy is to delete the tag and re-create it. Thanks! Jason
Is it possible to export a set of tags and message/document hashes from one Intella case and import those into another case? For example, I have two cases that have some shared evidence and the cases have now been merged. I would like to also merge the tags from the two cases and evidence into a single case. Is this possible? Thanks, Walt -~
I have a forthcoming piece of work where the data set will initially be reviewed by an independent legal team to ascertain if any of the content is legal professional privileged (LPP). When that is finished the data set will be reviewed by the investigation team. Is there any way that the investigation team can be physically prevented from viewing the tagged LPP material inside Intella, which is the point of the exercise? I can' t see any way at the moment, other than producing a report and physically removing the material from the original data set. Any suggestions gratefully received. Thanks Jerry W