External Reviewer Template
The permissions outlined in the following table are the default permissions assigned in the External Reviewer template. The table lists the following:
- Permission Name
- Definition
- Linked Permission - Some permissions are dependent on other permissions. When permissions are linked, you must have both the permission and it's linked permission to get access to the functionality.
Click on the following items to expand a table describing the permissions associated with that section:
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Note: This template does not have any permissions assigned for Media & Data or Reports. |
Permission |
Definition |
Linked Permission |
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View expanders on case details |
The user will have access to Case Details Expander |
Case Alerts; Case Documents |
View expanders on documents |
Allows User to access the Document Tab to left of window. |
Documents Checkbox |
Modify the grid display |
The user will be able to right click on the field headers in the Review Grid and display the Grid Display Options dialog where the user can choose which fields will be viewable in the Review Grid, |
Documents Checkbox |
Permission |
Definition |
Linked Permission |
---|---|---|
Production |
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View the production viewer |
The user will have access to the Production Tab in the Document Details window |
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Redactions |
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Can View, Edit, Create, Delete |
The user will be able to view, edit, create, and delete redactions in the Document Details Image Viewer. Enabling the Modify/delete other users' redactions permission will allow the user to edit and delete redactions created from others |
Modify/delete other users' redactions; Image Viewer |
Review |
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Manage case alerts |
The user will have access to Case Alerts in the Case Details Expander May be either short notices - typically used to notify users of unscheduled or unusual situations, or separate documents. |
View expanders on case details, Manage cases |
Manage case documents |
The user will have access to Case Documents in the Case Details Expander Any documents pertinent to a case that are not discovery documents may be provided here. May include detailed case alert information |
View expanders on case details, Manage cases |
View expanders on batches |
The user will have access to Batches Expander |
Expand Batch List Checkbox |
View the extracted text viewer |
The user will have access to the Extracted Text Tab in the Document Details window |
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View the image viewer |
The user will have access to the Image Viewer Tab in Document Details window |
Redactions Checkbox; Annotations Checkbox |
Launch native files |
The user will be able download and open the selected file in its native application if installed on the user's workstation. The native can be opened by clicking on the icons in the Documents Review Table or in the Document Details Native Viewer |
Documents Checkbox, Native Viewer |
View the native viewer |
The user will have access to the Native Viewer Tab in the Document Details window |
Launch Native Files |
Manage page tags |
The user will be able to view Page Tags in Tags window |
Tags Checkbox |
Expand Batch List |
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Can View |
The user will be able to view and check out batches |
View expanders on batches |
Documents |
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Can View, Edit |
The user will be able to see the review grid and be able to edit field values in the record view and edit tags in the Tag window when in Edit Mode |
View expanders on documents, Launch Native Files, Modify the grid display, Tags Checkbox |
Search and Culling |
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View expanders in Search |
Enable both Visual and Advanced Search Expander. This must be enabled for the user to use either Visual or Advanced Search |
Saved Searches Checkbox |
Quick search |
The user will have access to Quick Search. Quick Search is only available when in Expanders Documents |
View expanders on documents |
View the Timeline |
The user will have access to the Timeline window. The user will be able to filter documents based on DOCUMENTDATE ranges. The Timeline is only available in the Expanders Documents or Expanders Search |
View expanders on documents; View expanders in Search |
Saved Searches |
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Can View |
The user will be able to view and run existing saved searches |
View expanders in Search |
Shared Folders |
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Can View |
The user will be able to view the Shared Folder Saved Searches |
View expanders in Search |
Smart Folders |
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Can View |
The user will be able to view existing Smart Folders |
Documents Checkbox, View expanders on documents |
Annotations |
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Can View, Edit, Create, Delete |
The user will be able to create, edit and delete annotations in the Document Details Image Viewer. Enabling the Annotations Modify/Delete Other Users permission will allow the user to edit and delete annotations created from others |
Annotations Modify/Delete Other Users; Image Viewer |
Permission |
Definition |
Linked Permission |
---|---|---|
Job Manager Access Level |
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Can View User-Specific |
The user will be able to access the Job Manager, but can view only the jobs they created. |
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