Creating Custom Fields in Discovery

Create Custom Fields by navigating to SETTINGS > Coding.

Scroll to the Fields section and click Create New.

Enter a name for your custom field, select the appropriate input type, and click Create.

You can create as many custom fields as needed for your database.

Promoting a Custom Field to a Hot Field

If you have coding fields that you use frequently, you can promote them as Hot Fields to make them more easily accessible during review. Hot Fields appear in the Coding Fields panel in both Discovery and Litigation.

In Discovery, go to SETTINGS > Coding and scroll to the Hot Fields section.

In a Litigation database, Hot Fields are located under More > SETTINGS > Documents.

Click Add New to designate one or more Custom Fields as Hot Fields. You can also use Reorder to control the order in which Hot Fields appear in the coding panel.

To add fields to your Hot Fields list, click Add New, select the fields you want to promote, and then click Done.