The document detail page allows you to review, code, and take action on individual documents in your database. From this view, you can access document history, related documents, coding fields, metadata, and a variety of tools to help you efficiently review and manage your documents.
Which database type should I follow?
If you see the badge in the top left next to the name of your database, follow the NextGen steps below. Otherwise, switch to the Legacy tab.
After performing a search, click on the document you wish to review to open the document detail page.
1. Click Views/Edits/Markups to view the Review History of the document.
2. Open the Document options dropdown to view in theater, view saved treatments, export the document family, markup the document, view document pages, add pages, view original files, trash the document or split the document.
3. You can Download the Original document, Share, or Print the document.
4. View the document in context of Related Documents, e.g. emails or attachments within an email chain. Emails will be at the top of the tree, with attachments below. Duplicate documents are also accessible. The document you are currently viewing will be indicated by a blue arrow, and the document originally searched will have a red box around it. To view a different document, simply click it. If you wish to view it in a new window, click the green arrow. Select related documents and click Edit to make Bulk Edits to your selected documents.
5. Viewer Tools allow you to Add Image Markups (Image Highlights and Redactions), Rotate the document, or Zoom in.
6. Add or view the Page Notes in a document.
7. View all important Coding Fields and make changes to Review Status, Privilege Status, Confidentiality, and other Hot Coding fields. Just make your changes and click Save, or Save & Next to save and move to the next document.
8 & 9. View or modify the other Coding information. You can also change the Coding fields that are displayed by clicking edit template.
10. View or modify the Custodian(s) which this document belongs to.
11. View or modify the Folder(s) which this document belongs to.
12. View the Metadata that was extracted from the document.
Return to Discovery Workflow
After performing a search, click on the document you wish to review to open the document detail page.
1. Click Views/Edits/Markups to view the Review History of the document.
2. Open the Document options dropdown to view in theater, view saved treatments, export the document family, markup the document, view document pages, add pages, view original files, trash the document or split the document.
3. You can Download the Original document, Share, or Print the document.
4. View the document in context of Related Documents.
5. Viewer Tools allow you to Add Image Markups, Rotate, or Zoom in.
6. Add or view the Page Notes in a document.
7. View and update Coding Fields and other coding information.
8. View or modify the Folder(s) which this document belongs to.
9. View the Metadata extracted from the document.
Return to Discovery Workflow
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