Review


FIRST STEPS Overview: Review Module Overview: Case View Pane Overview: Document Details Pane Customize the Review Workspace Workflow: Review a Case More Guidelines for Advanced Layouts System Requirements: LOCAL DISCOVERY	CASE FOLDERS AND FILES Overview: Case Folders and Files Overview: Administrative Folders Overview: Personal Folders Overview: Journals More Access Case Alerts, Instructions, and Non-Discovery Documents Create a Journal Manage Journals Add, Edit, or Delete Private Folders and Records Add, Edit, or Delete a Smart Folder Share Private Folders with Others (Public Folders) Other Personal Folder Tasks	CASE RECORDS Overview: Case View/Case Table Work at the Case-Level in Case View Work on Records in the Case View/Case Table Get Started in Record View Work in Record View Keyboard Shortcuts: Case View Send Documents to Fact Management and Presentation More Keyboard Shortcuts: Case View Keyboard Shortcuts: Record View Overview: Scanning (Case Table) Scan a New Document into a Case Use the Global Replace Function

DOCUMENT TAGGING Tags and Related Documents Tag a Page or Document Set Tagging Options More Create and Edit Private Tags Set Tagging Options Manage Batches	CASE DOCUMENTS Overview: Image Tab Use the Quick View Tab Copy, Print, or View Extracted Text on the Extracted Text Tab View and Print Production Documents on the Production History Tab More Open a Native File Overview: Split and Merge Documents Prepare to Split Documents Prepare to Merge Documents Split Documents Merge Documents	SEARCH Overview: Search Enter Search Expressions Build Multi-part Search Expressions More Use Advanced Search View Search Results and Related Documents Use Search History

REPORTS Overview: Reports Generate, Export, and Print an Affidavit/Responsive Report Generate, Export, and Print Case Management Reports More Generate, Export, and Print Case Management Reports Generate, View, and Export a Reviewer Detail Report Generate, Print, and Save a Context Search Report Generate, Print, and Save a Case Summary Report	EXPORT Overview: Export and Replicate Export Case Data Replicate a Case Work in a Replicated (Mobile) Case	RESOURCES FAQs: LOCAL DISCOVERY Videos: LOCAL DISCOVERY System Requirements: LOCAL DISCOVERY

Version: 2023.8.12

Last Revision: 11/8/2023