--- title: "Tag Validation Rules - Set, Test, and Use" slug: "tag-validation-rules-set-test-and-use" tags: ["native file rules", "Rules", "tag", "Tags", "use", "validation"] updated: 2025-07-08T19:56:22Z published: 2025-07-08T19:56:22Z canonical: "docs.revealdata.com/tag-validation-rules-set-test-and-use" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt > Use this file to discover all available pages before exploring further. # Tag Validation Rules - Set, Test, and Use ## **Overview** Setting rules for tag validation allows the project manager, in the Reveal role of Administrator or Client Administrator, to make sure that proper coding protocols and dependencies are consistently observed. These validation rules can be tested for each Tag Profile within the Tags window under Project Admin. ## **Adding Tag Rules** Tag Rules are added, managed and tested under the **Tags** window in Project Admin.![90 - 01 - Tag Rules tab](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2001%20-%20Tag%20Rules%20tab.png?width=1097&quality=high) 1. In the panel on the left side, select the *Rules*tab. 2. Select *Add Rule*to create a new rule. ![90 - 02 - Add Tag Rule Name](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2002%20-%20Add%20Tag%20Rule%20Name.png?width=895&quality=high) 3. In the **Add Tag Rules**window, open the *Settings*tab. 4. Select a *Tag Profile*to be addressed by the rule. > [!NOTE] > Note > > Only profiles containing all tags selected for validation rules will available for selection. 5. Give the rule a *Name* – this is optional but worthwhile. 6. You may optionally add a *Description* and a *Custom Error Message*; the standard error message will be shown below. 7. Before you **Save** (or, in the case of editing an existing Rule, **Save as new** to replicate the settings to a new name or Tag Profile or **Update**), make sure to switch *Enable rule* to ***ON*** if you wish to test or use it. 8. The pencil icon at the right of an existing rule is used to Edit it, and the trash icon is used to Delete it. ## **Validation Settings** 1. Go to the *Validation* tab under the **Add Tag Rules**window. 2. For the ***If*** clause, first select the Tag within the selected Tag Profile to be evaluated by the Rule. ![90 - 03 - Tag Rule Valiation Settings01](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2003%20-%20Tag%20Rule%20Valiation%20Settings01.png?width=1172&quality=high) 3. Next, select the desired operator to be used. Available operators include 1. *Is* 2. *Is not* 3. *Is set* 4. *Is not set* *![90 - 04 - Tag Rule Valiation Settings02](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2004%20-%20Tag%20Rule%20Valiation%20Settings02.png?width=1178&quality=high)* 4. Select Tag choice to complete the ***If*** clause. ![90 - 05 - Tag Rule Valiation Settings03](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2005%20-%20Tag%20Rule%20Valiation%20Settings03.png?width=1175&quality=high) 5. You have the option to **Add Conditions** to the ***If*** clause. 6. For the ***Then*** clause, first select the Tag within the selected Tag Profile to be validated. ![90 - 06 - Tag Rule Valiation Settings04](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2006%20-%20Tag%20Rule%20Valiation%20Settings04.png?width=1172&quality=high) 7. Select the desired operator or condition to validate this tag. Among the choices are: 1. *Should be set* 2. *Should not be set* 3. *Should be any of* 4. *Should be none of* 8. You have the option to **Add Conditions** to the ***Then*** clause using either an ***AND*** or an ***OR***connector. ![90 - 07 - Tag Rule Valiation Settings - add condition](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2007%20-%20Tag%20Rule%20Valiation%20Settings%20-%20add%20condition.png?width=1173&quality=high) 9. Click **Save** when complete. ## **Testing Tag Rules** The **Test Rules** button is positioned under the Tag Profile selector on the right side of the **Tags** screen. This enables you to test the validation of your tag rules for the currently-selected Tag Profile right away. 1. Once rules are created and enabled in the left panel, select the appropriate Tag Profile under the **Tag Profiles** panel on the right. ![90 - 08 - Tag Rule Test button](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2008%20-%20Tag%20Rule%20Test%20button.png?width=2254&quality=high) 2. Select a Tag choice to be tested, *e.g.*, *CONFIDENTIAL* under the *Confidentiality Designation* tag. (Selections may be cleared by clicking **Clear all** to the right of the test button.) 3. Click **Test Rules**. ![90 - 09 - Tag Rule Test alert](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2009%20-%20Tag%20Rule%20Test%20alert.png?width=2248&quality=high) 4. If the validation test returns an error confirming that it was set properly, a Tagging Alert box will display a message such as the message in the image above: *One or more tag validation rules did not pass.* *Please check the following before saving the document.* *When****Confidentiality Designation****is set to****CONFIDENTIAL*** ***- Responsiveness****should be set.* 5. If more than one validation condition was set, as in Item 8 in the previous section, the message might look like this when tested: ![90 - 10 - Tag Rule Test alert - multi-item alert](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2010%20-%20Tag%20Rule%20Test%20alert%20-%20multi-item%20alert.png?width=939&quality=high) *One or more tag validation rules did not pass.* *Please check the following before saving the document.* *When****Privileged****is set to****Privileged – Do Not Produce*** ***- Responsiveness****should be set****OR*** ***- Privilege Reason****should be any of****Attorney/Client, Work Product*** 6. If tested with all conditions selected in the Tag Profiles panel, the Tagging Alert will read *All rules passed test*. ![90 - 11 - Tag Rule Test alert - pass-1](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2011%20-%20Tag%20Rule%20Test%20alert%20-%20pass-1.png?width=938&quality=high) ## **Using Tag Validation** If you have set rules on a Tag Profile, documents reviewed under that Tag Profile must pass the validation rules before they can be saved or skipped. The same Tagging Alert that appears when you Test Rules will appear to inform you what is required to properly save the coding for the document. In the example below, the following validation rule applies: *If****Confidentiality Designation****is set* *Then****Responsiveness****should be****Responsive*** *AND* ***Privileged****should not be any of****Privileged – Do Not Produce, Privileged – Produce Redacted****. ![90 - 12 - Tagging Validation Review Example (for color)](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2012%20-%20Tagging%20Validation%20Review%20Example%20(for%20color).png?width=1159&quality=high)* In this coding example, ***Confidentiality Designation*** is set to *Confidential*and ***Privileged*** is set to *Privileged – Do Not Produce* in Document Review. When Save or Next Document is clicked, the Tagging Rule produces the following alert, with the valid and invalid coding highlighted in green and red, respectively: ![90 - 13 - Tagging Validation Review Example color result](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2013%20-%20Tagging%20Validation%20Review%20Example%20color%20result.png?width=1288&quality=high) Your alternatives are to correct the coding to save and continue or to close the Document Viewer without saving changes. ## **Tag Rule Choice Deletion** Tag choices may be deleted from a Tag Profile unless they are referenced by a Tag Rule. Attempting to delete a tag choice that is part of a Tag Rule will result in a Tagging Alert notifying that *Tag********is referenced by rule:********. ![90 - 14 - Tag Rule Deletion Alert-1](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/90%20-%2014%20-%20Tag%20Rule%20Deletion%20Alert-1.png?width=1309&quality=high)* The tag choice may only be deleted when the tag choice reference is removed from the rule(s), or the rule is removed or made inactive. ## Related - [Reveal - Supported File Formats for Review](/reveal-supported-file-formats-for-review.md) - [Manage Default Project Settings](/manage-default-project-settings.md) - [Create Work Folders](/create-work-folders.md) - [Bulk Tag Documents](/bulk-tag-documents.md) - [Create Text Sets – Review Manager](/create-text-sets-review-manager.md)