Limited Users

General

The Limited User does not have the same rights as Standard and Admin Users.  The 
Limited User can only see certain documents from the Browse page that have been assigned by a Custom Coded Shared Checkbox Field.  To request more features, contact the Account Admin User(s) of the account.  See Manage Users for more information.

Browse 
The Browse page is located on the top menu and allows the user to view all the documents in the case. 

 

Document Window

On the right side of the page is the main document window. This shows all documents assigned to the Limited User's case by the main administrator user account.

Title.  Shows the title of the document. By clicking the title, the entire document will be opened in a new window in PDF format.
Folder.  This is a description of the document type.
Ext.  Shows the file type/extension for the document.
Size.  Indicates the file size. 

Showing Pages

To navigate through the pages of the PDF document, click the Next Page or Previous Page arrow.

Document Viewer


The 
Document Viewer is used to view documents stored in the case.  




Features 

See the individual links for more information on a specific tab.  

Hits. Highlights the number of times a word appears on each indexed page of the document when the document is opened from Search results.
Original. View document in native format (e.g., Word, Excel, etc.) using Microsoft Office or other native applications opened on a local computer. PDF files and TIFF collections (originals) can be displayed without installing additional software. 
Html. View the extracted text version of the original documents without using applications outside of the Lexbe eDiscovery Platform. This view will not have page breaks, OCR, and is not a print-formatted version. 
Page. View paginated documents (multi-page PDFs and TIFFs) one page at a time. This can be faster for viewing large documents.
PDF. View all the pages of the document in a PDF format. 
Text. View the indexed text of a document. This includes OCR text from scanned documents and extracted text from native documents. 

Redacted. View redacted files.  
Annotated.  View annotated files.  

The Limited User permission levels are set within the framework of the Lexbe eDiscovery Platform so additional features, such as Search, are not available.   

One way to allow an outside individual (ex: an expert witness) to review and search a specific set of documents would be to create a separate case and include only the documents that the limited user is authorized to see.   In this new case, the individual would be set up as a Standard User, with all of the rights of a Standard User including the ability to search, without having access to unauthorized documents.  See Managing Cases and User Types and Definitions for more information.

Creating a new case is something that an Account Admin User can accomplish themselves.  Technical Services also has the ability to take documents identified by the client and duplicate the case using only the documents identified by the client.  This would be a billable job at Standard Technical Services rates.