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
Adding Documents to Review Sets
**NOTE: Documents cannot be removed from a review set once added. If documents are added that do not need to be reviewed, the user should create a new review set and add only the necessary documents.
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
Users have the option to use the Same as Last button which is available under the Auto Advance and Propagate Coding checkboxes. Click this button to apply the coding changes from the last reviewed document to the current document. Changes will not be saved until Save has been clicked.
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.
5. As documents are reviewed a history of those documents will populate in the left panel. This panel can be accessed by clicking the double arrow in the lower left corner (Fig. 3). This panel provides the following functionality:
Fig. 3 Review Sets Doc Viewer
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. 4 Reviewer Display Once Review has Started
Review Tracking (Account Admins Only)
Review Tracker Functionality
Fig. 5 Review Tracking Displays