Review Sets

(Formerly Manage Review Sets, Review Batch, and Review Tracking)

Location:  Discovery>>Review Sets 

General

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. 

Review Set Insights

Creating Review Sets (Account Administrators Only)

1. Click on the Discovery menu at the top of the screen and select "Review Sets."

2. Click + Add Review Set in the upper right corner.

3. In the Create Review Set window, enter the Review Set Name and select a Review Order (Master Date and Source File Path are the current sort options). Note: Document families are always kept together during review with the parent being immediately followed by any children regardless of the chosen sort. 

4. Click "Create Review Set" to save.

Adding Documents to Review Sets (Account Administrators Only)

1. Once the review set has been created, navigate to the Browse page.

2. Filter to the documents to be added to the review set using the Filter menu, Search or a combination thereof. For information on using the Filter menu, please see the Browse/Search Help Page.

3. Select documents individually,  or use the Select dropdown menu to select "Page"  (selects all documents currently displayed), or "All" (selects all documents currently available on the Browse screen).

4. Once selected, expand the Review Sets menu on the left side of the screen and select the desired Review Set from the dropdown menu.

5. A confirmation window with an "Expand to Entire Email Family" checkbox will appear. Check the box to add the selected documents plus all family members to the Review Set, or uncheck it to only add the selected documents. Regardless of the below, this checkbox can be checked or unchecked as needed.

6. Click OK to add the documents to the Review Set.

**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.


Selecting Documents to Add to a Review Set

Adding Documents to a Review Set

Activating Review Sets for Review (and Editing and Deleting Review Set Options) (Account Administrators Only)

Once the documents have been added to the review set per the instructions above, navigate back to the Discovery >> Review Sets page and locate the review set with the newly added documents. To the far right of the review set, there are three buttons: (1) Blue Pencil Icon: Edit the Review Set title and change the sort option; (2) Green Circled Arrow: Activate the review set to make it available for review; and (3) Trash Can: Delete the review set

NOTE: The Account Administrator must click the green circled arrow (see screen shot above) to make the review set accessible to the reviewers.

Accessing Documents for Review

1. Review Sets that have been made available by the Account Admin will be displayed on the Review Sets page in alphanumeric order.

2. To begin reviewing, click "Start" on the left side of the screen next to the name of the corresponding Review Set. The first document will populate in the doc viewer, and the user may begin their review.


Important Review Insights

Coding Documents in the Review Set (See the Image directly above)

1. Once the reviewer has accessed the review set and is presented with a document for review, coding can be applied in the Coding panel on the right side of the document viewer.

2. Once the document has been coded click "Save" (Alt + S) (or "Save, Propagate & Continue" or "Save & Continue") to save coding and advance to the next document. 

3. After clicking the Save option, the user will be presented with either the next member of the email family, or a new document or family to review. 

4. When the next document is displayed, the reviewer can code the new document or apply the same coding as the previous document (if desired) by clicking the blue Apply previous coding changes button. 

5. As documents are reviewed a history of those documents will populate in the left panel. This panel provides the following functionality:

6. Users can exit the review at any time by clicking the X  in the upper right corner beside the Save button, and they'll be returned to the Review Sets page.


Keyboard Shortcuts

Review Tracking   (Account Admins Only)


Review Tracking Insights

Review Tracker Functionality

Accessing the Review Tracker


Display Options


Applying Filters


Generating and Exporting Reports

Review Tracking Displays