Using Tags

Tags in Org IQ: Organize Without Altering the Record
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Written by Greg Fulk
Updated 2 months ago

Tags are a core organizational feature in Org IQ, designed to help teams make sense of large volumes of communication—without ever altering the underlying data.

Non-Destructive by Design

Tags in Org IQ are pure metadata. They do not modify, overwrite, or change the original contents of any email or message in the archive. The original record remains intact, immutable, and fully compliant—while tags sit alongside it as an intelligent overlay.

Faster Search, Reporting, and Alerting

By applying tags to messages, users can dramatically simplify:

  • Search – Instantly filter large archives down to relevant conversations

  • Reporting – Build reports around tagged themes, risks, or topics

  • Alerting – Trigger alerts based on the presence of specific tags

This turns raw communication data into something structured, actionable, and easy to work with.

Purpose-Built Grouping (Including eDiscovery)

Tags can be generated to group specific sets of emails together, making them especially useful for scenarios like:

  • eDiscovery and legal requests

  • Internal investigations

  • HR incidents or policy reviews

  • Long-running projects or customer issues

Instead of copying or exporting data prematurely, teams can logically group messages in place and act on them with confidence.

Manual or AI-Driven—Your Choice

Org IQ supports both:

  • Manual tagging, where users can create, add, or remove tags at any time

  • AI-generated tagging, where intelligent models automatically apply tags based on content, context, sentiment, or risk signals

This flexibility allows organizations to start simple and progressively automate as their needs mature.

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