Custom Tags – Tag Files or Emails for Review and Compliance

Custom Tags are tags that can be created by the Admin. Those Tags can then be used by the Admin to assign the Tag to a specific set of data for Drive files and Emails.

The Emails and Drive files can be marked by the Tag and filtered by it.

How to Create Custom Tags #

Navigate to GAT+ → Configuration → General → Settings → Custom search tags → Add a tag → Save 

GAT+ | Report Public Shared Out Files/Folders/Drives with Exceptions (Custom Tags) 1

Add or Remove Tags from Files or Emails #

When the appropriate tags have been created, they will be accessible to other super Admins or Delegated auditors in the Email and Drive audit.   The example below is for Email, it is the exact same principle for Drive Files   

Apply filter for Emails #

Click on the “Apply Custom filters” button and search for any emails needed.

When the email results are displayed in the table. Use the checkbox next to the email subject to select them.

Add tags #

When the emails are selected click on the Email operations button.

A drop-down menu will be displayed select Add/Remove custom tags.

A pop-up menu will be displayed. Fill in the details required:

  • Add/Remove the custom Tag
  • Choose the tag required
  • Confirm – The selected Emails will be assigned to the chosen Tag

Select Add and choose your custom tag and then Confirm.

Result #

The Tag (Emails for audit) will be assigned to the selected Emails.

Search for the Tagged emails #

Click on the “Apply Custom filter” button.

In the search, the Definition area selects the search operator Tags (custom) and chooses the tag you wish to view.

The result will show the emails with the assigned Tag.

Remove and Edit Emails from the Tag #

Select the Emails (all or any) of the “Tagged” emails. Click on the Email operations button. Drop-d0wn menu will be displayed select Add/Remove custom tags.

A pop-up menu will be displayed. Fill in the details required:

  • Remove/Add Element from the selected Tag
  • Choose the tag required
  • Confirm – The selected email will be removed from the Tag
 

Remove tag #

Remove the tags if they’re no longer necessary.

Navigate to GAT+ → Configuration → General → Settings → Custom search tags → Click on the X button beside the Tag 

Click on the Save button, the Tag will be removed

Video how-to #

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