Guidelines for Advanced Layouts

For more advanced layouts of the Review workspace, up to six primary regions within the workspace can be used. Tabs can exist within these regions; most can also be “freestanding" - they can exist anywhere on your desktop or on a secondary display.

What Can be Freestanding?

Any of the following components can be placed anywhere on your Windows desktop or on top of the Review workspace.

Default Location



Left Slideout pane

  • Case Folders tab

  • Relationships tab

  • Tally tab

The slideout pane itself or individual tabs can be freestanding.*

Right Slideout pane

  • Doc Tags tab

  • Page Tags tab

  • Transcript Annotations tab

The slideout pane itself or individual tabs can be freestanding.*

Documents pane

Record View

Can be freestanding

Document details pane

  • Image tab

  • Extracted Text tab

  • Quick View tab

  • Production History tab

Can individually be freestanding.

* Any combined set of slideout pane tabs can be freestanding.


NOTE: If you are using multiple monitors, you can place different components on each monitor and save the setup. .

What Can Be Arranged Within a Specific Pane?

The following panes can include the tabs listed (together a single pane or separately in multiple panes):


Tabs that can be arranged in the area

Documents pane, left side

  • Case View

  • Search Results

  • Private Folders

  • Smart Folders

  • Transcripts

  • Transcript Search Results

Document details pane

  • Image

  • Extracted Text

  • Quick View

  • Production History

Slideout panes

The tabs of either slideout pane can be arranged within either pane on the left or right side of the Review. They can also be arranged at the top or bottom of the workspace. These tabs include:

  • Case Folders

  • Relationships

  • Tally

  • Doc Tags

  • Page Tags

  • Transcript Annotations

How Can Tabs Be Arranged in Panes?

Tabs in slideout panes, the documents pane, or the document details pane can be:

  • Merged, with one tab visible at a time.

  • Placed side-by-side within a specific pane. Multiple tabs can be side-by-side.

  • Stacked on top of one another within a specific pane.

NOTE: In the documents pane, Record View is fixed on the right side. Other tabs within the documents pane can be merged, side-by-side, or stacked in the left side of the area.

Persistence of Layouts

Changes to the Review workspace layout remain until you log out or quit the program, unless you save the layout as explained in Save a custom layout.


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