Location: Discovery>>Review Sets
This page now includes all functionality from the now deprecated Manage Review Sets, Review Batch, and Review Tracking pages. As before, access to each of these features is dependent on the user's permissions. A Review Set contains documents that have been identified for review. Review Sets can only be created, edited, and deleted by Account Admins. Review Sets allow multiple reviewers to work in the same set of documents without reviewing over one another.
Managing Review Sets (Account Admins Only)
Review Set Insights
Creating Review Sets
Adding Documents to Review Sets
**NOTE: When documents are added to a review set, the review set will automatically expand to include the entire family (e.g. if an attachment is added, the corresponding email and any sibling attachments will be added to the review set as well). Additionally, documents cannot be removed from a review set once added. If documents are added to a review set that do not need to be reviewed, the user should create a new review set and add only the documents needed.
Editing, Deleting, and Releasing Review Sets
Account Admins can use the below buttons to complete the above listed actions (Fig. 1).
Reviewing Documents in a Review Set
Accessing Documents for Review
In instances where the Propagate Coding feature is selected, and the user does not wish to review all attachments to an email, the keyboard shortcut Alt+K will save coding, check-in the document family, and advance to the next document without having to review its attachments.
NOTE: As documents are reviewed, the number of documents remaining in the review set will be displayed under the DISC tab of the doc viewer, along with the type of document you are currently reviewing. Additionally, when reviewing a family the Documents Remaining count will only decrease once the entire family has been reviewed.
Fig. 3 Reviewer Display Once Review has Started
Review Tracking (Account Admins Only)
Review Tracking Insights
Review Tracker Functionality
Fig. 2 Review Tracking Displays