Working with Related Documents (Email Families, Chains, and Duplicates) in Discovery


For Discovery database, any existing “email family” (an email and it’s attachments), email thread (conversation), and/or potential duplicates for the document you are currently working with is quickly accessible on the right side of the document viewer

When more information is desired, links (green arrows) are provided to “pop-out” any of the related documents into a new tab without removing you from your current task.

See the below image which illustrates the location of the Related Documents Viewer:



A Closer Look

When viewing a document in your review:

1) The Related Documents box on the right side of the page, shows any related emails-attachments to the document you are viewing together with any other components of the conversation thread (chain), and any possible duplicate files.

2) The document you initially navigated to is denoted by a gray background with a teal border.

3) The document whose preview (and coding, review history, etc) are currently displayed is denoted with a blue arrow pointing from that document towards the preview area.



To preview related documents, e.g. email attachments, emails in the conversation thread:

  1. To preview the related documents to a particular email, click on the desired document in the related document tree.  In the below case, if I want to preview the attachment to the email "Grand Canyon Adventure!",  I will simply click on "IMG_20190925_172542759_HDR.jpg". 


    NOTE: The first indicator in the Related Document viewer that a document is an attachment to an email is the indention of the file below the email.  Additionally, any email family (parent + attachments) will be segmented by text of the same color.  

  2. If you decide the attachment"IMG_20190925_172542759_HDR.jpg" warrants a closer look, you can pop-it-out into a new window via it’s green arrow. green_arrow.png

  3. Doing this will make the attachment the focus of the new window — and thus the “related documents” will now revolve around it.

  4. To set/alter relevancy, privilege, or confidentiality statuses of an email family in bulk, check the boxes next to any or all of the documents that you would like to modify, then click Edit to open the Bulk Edit interface.

    IT IS IMPORTANT TO NOTE: If you choose to "Select All", make sure you know which documents you are selecting, because you are not only selected the email family we've been reviewing thus far, but ALSO the other conversation members and potential duplicates inn the Related Documents viewer.

  5. Once you have selected the appropriate documents in Step 4, the Bulk Edit window will open and you can make wholesale changes to all the selected documents, including setting your Privilege Status, Confidentiality, and Review Status. Just make your selections, then click Update Documents.


Note: In each instance, duplicate files will be flagged and displayed to streamline the process of deduplication and ensure that work is not being duplicated across datasets and/or reviewers.


Return to Discovery Workflow


0 out of 0 found this helpful



Article is closed for comments.