*This functionality is available for Advanced users only.
Folders are used to create groups of documents that can be assigned to specific reviewers or teams of reviewers.
As documents are reviewed, check the current status of all Folders on the Discovery home page.
If a set of documents is quite large, subsets can be created. For example, "Environmental Concerns: Runoff - Review 1", "Environmental Concerns: Runoff - Review 2"...
To learn how to create Folders, click here.
Responsive Issues are used for organizing, coordinating research and enhancing communication between members of your review. Documents and designations from transcripts may have as many issues as needed, providing powerful search and reporting functionality.
For example: "Environmental" might be an Issue.
To learn how to create Responsive Issues, click here.
Confidentiality codes preserve the reason(s) a particular document is considered to be confidential. These codes will automatically be applied to the bottom of documents as stamp text.
For example: "Highly Confidential" might be a Confidentiality Code.
To learn how to create Confidentiality Codes, click here.
Privilege codes preserve the reason(s) a particular document is considered to be privileged.
For example: “Attorney-Client” might be a privilege code.
To learn how to create Privilege Codes, click here.
Redaction Reasons provide an overall structure for categorizing redactions. They are also placed over the redacted text to provide an explanation for why it has been obscured.
For example: "Client-Privilege" might be a Redaction Reason.
To learn how to create Redaction Reasons, click here.
Certain fields are more important than others. You need to have them front & center for viewing and editing. Hot Fields allows you to bring those fields to the forefront and keep them handy.
To learn how to create Hot Fields, click here.
Our core set of document attributes covers the bases for most situations, but in many cases there is a need to add to that set.
Before creating a custom field, consider whether your goal is better suited to an Issue. If you're looking for an indicator of "Hot" (which has a yes/no answer), that may be better represented by the presence of an issue as opposed to a custom field.
To learn how to create Custom Fields, click here.
Return to Discovery Workflow