Discovery Tab

Location:  Document Viewer->Disc Tab

General

The Discovery Tab is located on the Document Viewer. This tab includes the discovery production information, the standard and custom coding fields used during document reviews, and the metadata associated with the document. 

How to Show the Discovery Tab Document Viewer

To access the Disc Tab in the Document Viewer, select a document by clicking the link to the document from Search or Browse. 

The Document Viewer window will open. The Discovery tab in the second column of tabs as shown below. More information regarding each section in this tab is provided below.



Document ID 

The first section (Document ID) will display the following fields:


Doc ID: A unique string of numbers automatically generated by the Lexbe eDiscovery Platform (LEP) for each file uploaded/processed. 
Control Number: Sequential numbers that can be applied to documents for review prior to Bates numbering documents in a production.  See Control Numbers for more information.
Bates: A system of sequentially numbering document pages in paper or electronic form as part of litigation discovery to uniquely identify each page scanned or processed. The Bates Section allows you to add or edit the Bates number of a document. Bates numbers are viewable from the Browse and Search pages and can be printed on PDF documents as part of a production.  See Production Job for more information.   
Bates Prefix: The alphabetic prefix of a Bates number.
Bates Start: The Bates number of the first page in the document. 
Doc Source: Usually assigned to document at time of upload. 
Custodian: The individual or organization from where the document originated. See Custodians for more information.  
Source File Path: This built-in field includes the file path of the document and is named after the original sender of all email data. 

Working with Discovery Information

Document Tagging Fields


Responsive. Mark a document as responsive or non-responsive to a discovery request.  If marked Responsive, the user may specify to whom or what it can be responsive. The document will be displayed in the discovery production page.
Attorney-Client Privilege. Mark certain communications or documents between a client and his or her attorney, for privilege.  
The document will not be part of a document production but will be part of the privilege log.
Attorney Work Product. Mark certain materials prepared in anticipation of litigation from discovery by opposing counsel. These rules vary by jurisdiction. 
The document will not be part of a document production but will be part of the privilege log.
Confidential. Enables users to indicate
 which documents should contain a Confidential designation at a page level. The document will display in the discovery production page, but will indicate the confidential nature of the document with a stamp.
Custom Designation. Enables users to mark a document as confidential, with an added designation such as Subjective to Protective Order or Attorney Eyes Only agreements. The document will display in the discovery production page, and will indicate the confidential nature of the document. 
Documents Reviewed By Others. Enables users to display if a document was reviewed by the litigation review team and by whom. The reviewer's identity will be available by filtering on his or her name.
Document Reviewed by Me
. Enables a user to display if a document was reviewed by the user.
Is Key Document. Field that can be selected by a user, which would indicate the most relevant documents to be produced. 

Metadata

The tags displayed under the Metadata fields are read-only for Standard Users, with edit rights only for Account Admin Users. These fields are typically generated by a LOADFILE at upload/file ingestion, and it is not recommended to edit these fields. Professional Services can assist with any questions regarding metadata.



Custom Field Section

The Custom Coding sections are part of the Discovery Tab in the document viewer. The 
Custom Fields help users identify and code documents with custom fields and designations previously established by a user in a case. This page is where the user can mark documents using these custom fields.  See Manage Custom Doc Fields for more information.

Saving and Moving to the Next Document 

Each time a document is coded or annotated in anyway, click save to preserve all changes.  By default, the boxes Auto Advance and Propagate Coding will be checked.  Auto Advance automatically takes the user to the next document in the Browse window after clicking save. Propagate Coding means that the designation (responsive, privilege) applied to an email will also "propagate" to any and all attachments to that email and vice versa. This ensures emails are consistently coded and protects from inadvertent waiver of privilege during productions. It is best practice to keep these boxes checked.  

Preferences

To expand the size of the document viewer and hide the discovery tab, a user may check Hide in the upper right hand corner.