Flagging keywords: view, add, delete, negate and import
Manage the keyword list that flags archived items.
For Compliance reviewers and firm administrators. An account with Compliance or Admin access is required.
How flagging works
A keyword list is added automatically when an account is created. Flagging is optional: skip it if you do not want keyword flags or plan to let AI review all data, because AI ignores keywords and reads everything itself. If you will use flagging, review the list before running any reviews. Changes apply going forward only and never add or remove flags on data already archived.
Tasks
- View keywords: click the Flagging tab in the left sidebar. A word on the list is already captured; no checkbox is needed.
- Delete: click the trash can next to a keyword, or select several and click Bulk Delete.
- Add: click +Add New, enter the word or phrase in both Flagging Name and Keyword, then pick Subject and/or Body.
- Negating keywords: add comma-separated words such as don't, not, can't to prevent false flags. Example: keyword "guarantee" with negator "not" will not capture "we do not guarantee".
- Import a list: click Import (upper right), use the Download sample link first, paste your list into the sample, then upload.
Need help? Contact Archive Intel support at support@archiveintel.com or (720) 637-0700.