Using Document Tags
Document tags help you organize and quickly find specific files in your case knowledge base. Tags make it easier for you and the AI to locate relevant documents.
Adding Tags to Documents
From your Knowledge Base, click the dropdown menu next to any document and select Edit Tags.
The tag editor opens, allowing you to add new tags or modify existing ones.
Type a tag name in the input field and press Enter to add it. Click the X next to any tag to remove it.
Use descriptive tags like "evidence," "correspondence," "expert report," or "contract" to categorize documents by their role in your case.
How Tags Improve AI Search
When you tag documents, Andri's AI uses those tags to better understand document relevance and context. When you ask questions or request analysis, the AI prioritizes documents with relevant tags.
For example, tagging contracts as "contract" and correspondence as "email" helps the AI distinguish between different document types when answering questions.
Searching by Tags
Use tags in your prompts to direct the AI to specific document sets. For example, "Summarize all documents tagged 'expert report'" or "Based on contracts only, what are the payment terms?"
Andri automatically suggests tags based on document content and type. You can accept these suggestions or create your own custom tags.
Tag Best Practices
Keep tags simple and consistent. Use lowercase tags like "evidence" rather than "Evidence" or "EVIDENCE." Create a standard set of tags for your firm and use them consistently across cases. Avoid over-tagging; 2-4 tags per document is usually sufficient.