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In the "Doc Review Pad" tutorial, viewers are encouraged to first watch the overview video on the user interface and tools. As users go through their documents, it’s important to assign tags and issue codes to organize and sort evidence effectively. During document viewing, the "tag issue" button opens a menu with built-in confidential and privileged tags, alongside any pre-created issue codes. To create a new issue code, users can press the plus button, input a name, select a color, and finalize it by pressing done. Once created, the issue code can be assigned to either the entire document or specific pages, with visual indicators (solid green buttons) showing what has been assigned.