[From time to time, Patty Daly, Catalyst's director of training, will provide useful tips on using Catalyst products.]
In Catalyst CR, using the “Tag All” feature can save you time when you want to code family members or duplicates all at one time. Be aware of how this works.
FACT: Coding a document with the Tag All box checked will apply that coding to all of the documents in the relationship. FICTION: The coding that is applied to the document will be applied to all of the documents in the relationship if you use the Tag All box. Don’t be fooled by this untrue statement. If you don’t update or touch a field, that field will be ignored when you click Save.
Here is an example. Suppose I have Documents 1, 2 and 3 and the fields “ReviewStatus” and “Issues.” Document 1 has Issues marked as “damages” while Document 2 has Issues marked as “antitrust.” I update Document 1 to and change the ReviewStatus field to “ForFurtherReview” and I use the Tag All checkbox. All three of the documents will now have “ForFurtherReview” in the ReviewStatus field, but Document 1 will still have “damages” in the Issues field and Document 2 will still have “antitrust” in Issues.
If my goal is to mark all documents the exact same way as Document 1, I would have to use the Tag All and update both fields. How do you update a field that doesn’t need updating? Well, there are a couple of ways to do this. You could change “damages” to some other issue, click Save and then change it back to “damages” using the Tag All and click Save again. Or, you could update Document 2 and change “antitrust” to “damages,” check the Tag All and click Save. All the documents will then get the “damages” tag because you changed it from “antitrust” to “damages” using the Tag All checkbox.