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Batching based on tags and families of those tagged.


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  • 2 weeks later...

So this is a very basic task in Connect.  First, you would retrieve the items tagged as YES under your potentially responsive category.  Next, you would use the Show Family feature (in Connect, selecting all item in the table view, then right-click > Show Family...).  Then, with deduplication disabled (which is important, as duplicate items that may exist across multiple families would otherwise not be selected, resulting in incomplete families), select the results that include that families (i.e. your original YES tag items, plus their families), then apply a new tag to the entirety of these items.

The review batches can then be created based on this new tag, which will include the complete document families you're after.

Hope that helps!

 

Jason

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