Manage Persistent Highlighting

About 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 Enterprise Review.

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Before you get started managing persistent highlighting, you might want to watch the Persistent Highlighting Management video.

ClosedClick here to watch the Persistent Highlighting Management video

Persistent Highlighting Management video

The following video provides a basic review of Persistent Highlighting Managemnet. The purpose of the video is to help you:

Note: The video above relates to a version of Enterprise that came out before the latest release. The functionality described in the video is accurate, but the UI may have since changed.

Plan Persistent Highlighting

As with all Enterprise 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.

Define Persistent Highlighting

To define persistent highlighting:

  1. Get started:

    1. Start Enterprise and log in as an Enterprise administrator.

    2. Click ECA & Review on the Enterprise Home page to open the Review Home Page.

    3. Select the case for which persistent highlighting is being defined and click .

    4. In the Case View pane, click and then Persistent Highlighting.

  2. In the Persistent Highlighting panel on the left side panel, click .

  3. Enter a name for the highlighting that will be meaningful to users.

  4. Colors: Select background and font colors. Evaluate the sample text for legibility.

  5. Terms: In the Terms field, enter all terms (one per line) that belong to this persistent highlighting group.

  6. Permissions: If the highlighting should be restricted to certain review groups:

    1. Click the hyperlink Add/Remove Groups to open the Group Security dialog.
    2. Select needed groups and click OK.

  7. 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).

  8. When finished, click .

  9. Repeat these steps to define additional highlighting.

  10. Explain highlighting to users and/or add applicable case instructions.

Modify Persistent Highlighting

To revise or delete persistent highlighting:

Get started:

  1. Start Enterprise and log in as an Enterprise administrator.

    1. Click ECA & Review on the Enterprise Home page to open the Review home page.

    2. Click the desired case card for which persistent highlighting is being defined and click .

  2. In the Case View pane, click and then click the Persistent Highlighting tab.

  3. Select the pre-defined persistent highlighting from the left side panel. (Note: If you wish to sort the persistent highlight list, click to display the sort menu and choose an option.)

  4. To delete the selected persistent highlight, click , then click OK in response to the confirmation message.

  5. To revise the selected persistent highlight, click  and change the color scheme, add or remove terms that should be highlighted, and/or change security.

  6. When finished, click .

  7. Notify users of the changes that were made.