The permissions outlined in the following table are the default permissions assigned in the External Reviewer template.
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Note: This table provides a cross-reference for permissions which are tied to other permissions in the table. When permissions are linked, you must have both the permission and it's linked permission, to get access to the functionality. For example, if you are given permission to Launch Native Files, but you don’t have the Native Viewer permission, you will not see the Native Viewer in your application. |
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Option |
Definition |
Linked Permission |
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Case Setup |
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Expanders Case Details |
The user will have access to Case Details Expander |
Case Alerts; Case Documents |
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Expanders Documents |
Allows User to access the DocumentIn eCapture, refers to an electronic file (letter, spreadsheet, slideshow, etc.) that can be discovered; or discovered and processed. Tab to left of window. |
DOCUMENTS Slider |
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Production |
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Production Viewer |
The user will have access to the Production Tab in the Document Details window |
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Review |
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Case Alerts |
The user will have access to Case Documents in the Case Details Expander. May be either short notices - typically used to notify users of unscheduled or unusual situations, or separate documents. |
Expanders Case Details, Case Management |
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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 |
Expanders Case Details, Case Management |
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Expanders Batches |
The user will have access to Batches Expander |
EXPAND BATCH LIST |
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The user will have access to the Extracted Text Tab in the Document Details window |
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Image Viewer |
The user will have access to the Image Viewer Tab in Document Details window |
REDACTIONS Slider; ANNOTATIONS Slider |
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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 Slider, Native Viewer |
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Modify Grid Display |
The user will be able to right click on the field headers in the Document Review Table and select Modify Grid Display. This will open the Modify Grid Display window where the user can choose which fields will be viewable in the Document Review Table |
DOCUMENTS Slider |
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Native Viewer |
The user will have access to the Native Viewer Tab in the Document Details window |
Launch Native Files |
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Tags View Page Tags |
The user will be able to view Page Tags in Tags window |
TAGs Slider |
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DOCUMENTS SLIDER |
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View |
The user will be able to see the document review table, but will not be able to edit field values in the record view |
Expander Documents, Launch Native Files, Modify Grid Display |
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Edit |
The user will be able to see the document review table and be able to edit field values in the record view and edit tags in the Tag window when in Edit Mode |
Expander Documents, Launch Native Files, Modify Grid Display, TAGS Slider |
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TAGS Slider |
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Disabled |
The user will not be able to see the Document Tags in the Tags window |
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EXPAND BATCH LIST |
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View |
The user will be able to view and check out batches |
Expanders Batches |
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REDACTIONS |
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View |
The user will be able to view redactions in the Document Details Image Viewer |
Image Viewer |
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Edit |
The user will be able to edit redactions in the Document Details Image Viewer. The redaction button in the Image Viewer will be accessible. If a user only has Edit permissions, they only have rights to edit their own redactions. Enabling the Redactions Modify/Delete Other Users permission will allow the user to edit redactions created from others |
Redactions Modify/Delete Other Users; Image Viewer |
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Create |
The user will be able to create and edit redactions in the Document Details Image Viewer. The redaction button in the Image Viewer will be accessible. Enabling the Redactions Modify/Delete Other Users permission will allow the user to edit redactions created from others |
Redactions Modify/Delete Other Users; Image Viewer |
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Delete |
The user will be able to create, edit and delete redactions in the Document Details Image Viewer. Enabling the Redactions Modify/Delete Other Users permission will allow the user to edit and delete redactions created from others |
Redactions Modify/Delete Other Users; Image Viewer |
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SEARCH AND CULLING |
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Expanders Search |
Enable both Visual and Advanced Search Expander. This must be enabled for the user to use either Visual or Advanced Search |
SAVED SEARCHES Slider |
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Quick Search |
The user will have access to Quick Search. Quick Search is only available when in Expanders Documents |
Expanders Documents |
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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 |
Expanders Documents; Expanders Search |
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SAVED SEARCHES SLIDER |
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View |
The user will be able to view and run existing saved searches |
Expanders Search |
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SMART FOLDERS SLIDER |
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View |
The user will be able to view the Shared Folder Saved Searches |
Expanders Search |
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ANNOTATIONS SLILDER |
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View |
The user will be able to view existing Smart Folders |
DOCUMENTS Slider, Expanders Document |
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View |
The user will be able to view annotation in the Document Details Image Viewer |
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Edit |
The user will be able to edit annotations in the Document Details Image Viewer. The annotations button in the Image Viewer will be accessible. If a user only has Edit permissions, they only have rights to edit their own annotations. Enabling the Annotations Modify/Delete Other Users permission will allow the user to edit annotations created from others |
Annotations Modify/Delete Other Users; Image Viewer |
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Create |
The user will be able to create and edit annotations in the Document Details Image Viewer. The annotations button in the Image Viewer will be accessible. Enabling the Annotations Modify/Delete Other Users permission will allow the user to edit annotations created from others |
Annotations Modify/Delete Other Users; Image Viewer |
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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 |
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