GAT+ | Tag Files or Emails for Review and Compliance

📖 2 mins read

GAT+ offers super admins the ability to create custom tags for emails or files which can later be used by other super admins or delegated auditors.

Your team can use these tags to quickly search for what matters most and recover the audit detail on those files and emails when you need them.

You may then develop procedures to handle files or emails which have been tagged with a certain description.

How to Create Custom Tags

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

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. Drop-d0wn 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, Definition area select the search operator Tags (custom) and choose 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