Manage Persistent Highlighting
To assist users in finding key terms in a case, you
can configure “persistent highlighting” to emphasize specific document
content. This highlighting appears in the Web
Viewer and Text
tabs in OPEN DISCOVERY Review.
Plan Persistent Highlighting
As with all OPEN DISCOVERY related tasks, proper planning will help
ensure that persistent highlighting is useful to your reviewers. Identify
the key terms that should be highlighted, whether or not terms are related
and should have a common color scheme, and pertinent names for the types
of highlighting being defined.
To define persistent highlighting:
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Review Manage Review Case Settings for instructions on opening the case settings options.
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Click the Persistent Highlighting tab.
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In the Persistent Highlighting panel on the left side panel, click .
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Enter a Name for the highlighting that will
be meaningful to users.
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Colors:
Select background and font colors. Evaluate the sample text for legibility.
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Terms:
In the Terms field, enter all terms (one per line) that belong to this
persistent highlighting group.
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Permissions:
If the highlighting should be restricted to certain review groups:
- Click the hyperlink Add/Remove Groups to open the Group Security dialog.
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Select
needed groups and click OK.
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Tip:
To make a highlight available to all groups that are currently
defined for the case, click Select All. The form will be unavailable
for groups added after this selection (unless you add them).
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When finished, click .
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Repeat these steps to define additional highlighting.
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Explain highlighting to users and/or add applicable
case instructions.
To revise or delete persistent highlighting:
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Review Manage Review Case Settings for instructions on opening the case settings options.
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Click the Persistent Highlighting tab.
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Select the pre-defined persistent highlighting from the left side panel.
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Note: If you wish to sort the persistent highlight list, click to display the sort menu and choose an option.
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To delete
the selected persistent highlight, click , then click
OK in response to the confirmation
message.
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To revise
the selected persistent highlight, click and change the color scheme,
add or remove terms that should be highlighted, and/or change security.
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When finished, click .
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Notify users of the changes that were
made.
Related Topics
Manage Review Case Settings
Persistent Highlighting