Internal Reviewer Template
The permissions outlined in the following table are the default permissions assigned in the Internal Reviewer Permissions 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 has no 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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Create images on the fly |
The user will be able to create an image of the file selected. The image will be created based on the Native Viewer. The user must have rights to the Native Viewer in order create tiff on the fly |
Native Viewer |
Manage export sets |
The user will have access to Export Sets in Case Administration. If Production Sets permission is not enabled, then the user can only see non-production export sets. The user can still create an export or production set (even though Production Sets is not enabled) |
Production Sets; View expanders on case administration |
View the production viewer |
The user will have access to the Production Tab in the Document Details window |
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Modify/delete other users' redactions |
Depending on the redactions checkbox option, the user will be able to either - edit redactions created by others - edit/delete redactions created by others |
Redactions Checkbox; Image Viewer |
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 |
Print documents |
The user will be able to print the file from the Native Viewer in the Document Details window |
Native Viewer |
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, Edit, Split |
The user will be able to view, edit and split a batch into smaller sub-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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Build categories |
The user will be able to rebuild an analytics category by right clicking on a specific category and selecting Build Categories |
View expanders in Analytics |
View expanders in Analytics |
The user will have access to Analytics Expander which includes Clusters and Categories |
Build Categories |
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 |
Mass edit documents in Review |
This permission is for Eclipse only. The user is able to mass edit fields or tags in Eclipse. |
View expanders on documents; View expanders in Search |
Mass edit fields |
The user will be able to mass edit fields in OPEN DISCOVERY Review. |
View expanders on documents; View expanders in Search |
Edit tags |
The user will be able to mass edit tags in OPEN DISCOVERY Review. |
View expanders on documents; View expanders in Search |
Print images |
The user will be able to batch print a subset of document images |
View expanders on documents; View expanders in Search |
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, Edit |
The user will be able to view and edit 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, Build, Edit |
The user will be able to view, build and edit existing Smart Folders |
Documents Checkbox, View expanders on documents |
Trial Prep |
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Annotations modify/delete other users |
Depending on the annotations permissions, the user will be able to either - edit annotations created by others - edit/delete annotations created by others |
Annotations Checkbox; Image Viewer |
Transcript Viewer |
The user will have access to the Transcript Viewer Tab in Document Details window |
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Annotations |
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Can View, Edit, Create, Delete |
The user will be able to view, 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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