Apply a Responsive Issue to a Document in Discovery

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When you are reviewing a document, go to the Discovery Fields section on the right side of your screen.

Choose the Responsive Issue(s) that apply, (you can also make changes to Privilege Status, and Confidentiality)

Click "Save" or "Save & Next" to save your changes.

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You can also add multiple documents to a Responsive issue, using the Bulk Actions and Edit feature.

 

Return to Discovery Workflow

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