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

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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 next to the "Related Documents" tab. 

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:

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A Closer Look

When viewing a document in your review:

1) The Related Documents panel 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.

 

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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 "Charlie and Annie make a long email thread",  I will simply click on "Test Data for Related Documents_AJ.eml". 

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    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 indicated by a purple line

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  2. If you decide the attachment "Test Data for Related Documents_AJ.eml" warrants a closer look, you can pop-it-out into a new window via it’s green arrow. green_arrow.png

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

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  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 Bulk Code. Now, the changes you make to the fields on the right-hand side will apply to all selected documents. 

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  5. Once you have selected the appropriate documents in Step 4, the changes you apply to the fields on the right-hand side will apply to all selected documents. Note, this will be indicated by red text above the toolbar which will list the number of documents being edited. 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 Save.

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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

 

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