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.

Setting up Limited Users
A Limited User must be set up by an Account Administrator User.  See Manage Users for more information. Prior to adding a Limited User to the case, the Admin must be sure to select Limited User from the list of permission types. To control what documents the Limited User can see, the Admin must create a Shared Checkbox Field in the case by going to Account-->Manage Custom Doc Fields

After the documents are selected that need to be accessed by the Limited User, the Admin User must add them to the Shared Checkbox Field using the MultiDocEdit. 
Once the documents are selected, the Admin must create the New Limited User in the Account. See Manage Users for more information. Once the Limited User is given account access, be sure to set the Permission Level to Limited User and select the Shared Checkbox from the drop down menu to indicate which set of documents the Limited User should have access to

Once the Limited User is set up per the above instructions, he may log in and access the selected documents.

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. (Searching is not available with the Limited User permission level, so this tab will not be accessible)
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.  The Limited User cannot make changes to the documents added to the selection for review, but any document that has been Annotated or Redacted will be available for the reviewer to see.

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.  Professional 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 Professional Services rates ($150/hour). Please be advised that depending on the Account's contract, additional gigabyte hosting costs may be incurred if creating a new case. Please check with the Account's Sales lead for more information on any questions related to pricing.