Overview - Complete Permissions List

Enable User for Review

The use will have access to ADD Review, Eclipse Web, and Eclipse Admin.

Case DataComprises documents, numbers, files, emails, and any other information stored on a digital device. In eCapture, refers to the electronic files that are discovered and processed. Import

The user will have access to Case Management > Import within Eclipse Admin

Case Management

X

O

O

O

O

Self Service UploadUpload means to transmit data from a computer or other source into ADD. & Process

The user will have access to upload and process through ADD Self-ServiceA component of the ADD Streaming workflow, provides a simple and easy-to-use solution to upload your own data for processing and review.

X

O

O

O

O

Case Data Summary Report

The user will have access to this report in ADD Reports

X

X

O

O

O

Data Extract Deduplication Summary

The user will have access to this report in ADD Reports

X

X

O

O

O

Data Extract Error Summary

The user will have access to this report in ADD Reports

X

X

O

O

O

Data Extract Filter Manager Summary

The user will have access to this report in ADD Reports

X

X

O

O

O

Data Extract Item Summary

The user will have access to this report in ADD Reports

X

X

O

O

O

DiscoveryProcess used to determine file type(s) to later be processed. The process of making data known to the eCapture system and assigning an index value to this data. Summary Report

The user will have access to this report in ADD Reports

X

X

O

O

O

Expanders Reports

The user will have access to Reports Expander and all reports in Eclipse - Reports under the Reports expander in Eclipse can still be secured from within Eclipse Admin.

X

X

O

O

O

Export Series Summary

The user will have access to this report in ADD Reports

X

X

O

O

O

Gap Report

The user will have access to this report in ADD Reports

X

X

O

O

O

Language Summary Report

The user will have access to this report in ADD Reports

X

X

O

O

O

Privileged Report

The user will have access to this report in ADD Reports

X

X

O

O

O

Production Deliverable

The user will have access to this report in ADD Reports

X

X

O

O

O

Production Summary

The user will have access to this report in ADD Reports

X

X

O

O

O

Redacted Documents

The user will have access to this report in ADD Reports

X

X

O

O

O

Redaction Detail

The user will have access to this report in ADD Reports

X

X

O

O

O

Review Status by CustodianIn eDiscovery, the data custodian is usually the person responsible for, or the person with administrative control over, granting access to an organization's documents or electronic files while protecting the data as defined by the organization's security policy or its standard IT practices.

The user will have access to this report in ADD Reports

X

X

O

O

O

Review Status by Reviewer

The user will have access to this report in ADD Reports

X

X

O

O

O

Reviewer Edits per Day

The user will have access to this report in ADD Reports

X

X

O

O

O

Reviewer History

The user will have access to this report in ADD Reports

X

X

O

O

O

Reviewer History Details

The user will have access to this report in ADD Reports

X

X

O

O

O

Source Container Report

The user will have access to this report in ADD Reports

X

X

O

O

O

Summary by Custodian

The user will have access to this report in ADD Reports

X

X

O

O

O

TARTechnology Assisted Review ProjectIn ADD, the level beneath Client in the hierarchy. Projects can have one or more Custodians. Certification Details Report

The user will have access to this report in ADD Reports

X

X

O

O

O

TAR Project Discrepancies Report

The user will have access to this report in ADD Reports

X

X

O

O

O

TAR Project Score Distribution Report

The user will have access to this report in ADD Reports

X

X

O

O

O

TAR Project Summary Report

The user will have access to this report in ADD Reports

X

X

O

O

O

TAR Validation Details Report

The user will have access to this report in ADD Reports

X

X

O

O

O

Case Management

Allow User to view/edit cases in Eclipse Admin > Case Management. The user will have access to Case Management, Eclipse Analytics, Transcripts and Process

X

O

O

O

O

Edit Case Permissions

The user will have access and edit in ADD Case Management > Manage Security

O

O

O

O

O

Expanders Case Administration

The user will have access to Case Administration Expander

Coding Forms; Enterprise Imaging; Export Sets; Index Management; Keyword Management; Persistent Highlighting; Pick Lists; Production Shield; Redaction Categories; Relationships; Review Pass Management; Tag Management; TAR Project Setup

X

X

O

O

O

Expanders Case Details

The user will have access to Case Details Expander

Case Alerts; Case Documents

X

X

X

X

O

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

X

X

X

X

X

Case Data Export

Deprecated

X

O

O

O

O

Delete Image

The user will be able to delete images from a document or range of documents within Eclipse Admin

Case Management

X

X

O

O

O

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; Expanders Case Administration

X

X

X

O

O

Production Sets

Export Sets permission is required in order to view existing Production Sets. If Export Sets permission is enabled, then the user can see all export sets.

Export Sets

X

X

O

O

O

Production Shield

The user will have access to Production Shield Option in Case Administration

Expanders Case Administration

X

X

O

O

O

Production Viewer

The user will have access to the Production Tab in the Document Details window

X

X

X

X

X

Add New Pick List Items

The user will be able to add items to a pick list in the Edit Record window

X

X

O

O

O

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.

Expanders Case Details, Case Management

X

X

X

X

O

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

X

X

X

X

O

Create Tiff 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

X

X

X

O

O

Documents Print

The user will be able to print the file from the Native Viewer in the Document Details window

Native Viewer

X

X

X

O

O

Enterprise Imaging

The user will be able to send a batch of documents for imaging utilizing ADD enterprise workers

Expanders Case Administration

X

X

O

O

O

Expanders Batches

The user will have access to Batches Expander

EXPAND BATCH LIST

X

X

X

X

O

Extracted TextBased on the native file and is completely accurate. Unlike OCR, it does not rely on character recognition. A separate text file is created for each page processed.

The user will have access to the Extracted Text Tab in the Document Details window

X

X

X

X

X

Image Viewer

The user will have access to the Image Viewer Tab in Document Details window

REDACTIONS Slider; ANNOTATIONS Slider

X

X

X

X

X

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

X

X

X

X

X

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

X

X

X

X

X

Native Viewer

The user will have access to the Native Viewer Tab in the Document Details window

Launch Native Files

X

X

X

X

X

Tag Management

The user will have access to the Tag Palette in the Case Administration Expander. The user will be able to edit and add new tags and tag groups

Expanders Case Administration

X

X

O

O

O

Tags View Page Tags

The user will be able to view Page Tags in Tags window

TAGs Slider

X

X

X

X

X

Disabled

The user will not be able to see the document review table or record view.

Expander Documents

O

O

O

O

O

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

X

X

X

X

X

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

X

X

X

X

O

Disabled

The user will not be able to see the Document Tags in the Tags window

O

O

X

X

X

View

The user will be able to see the Document Tags in the Tags window.

DOCUMENTS Slider

X

X

O

O

O

Edit

The user will be able to modify the Tag Display in the Tags window

DOCUMENTS Slider

X

X

O

O

O

Create

The user will be able to modify the Tag Display and add Tags and Tag Groups from the Tags window

DOCUMENTS Slider

X

X

O

O

O

Batch Review Status

The user will have access to Batch Review Status in the Case Details Expander See progress on all batches for a case, for a review pass, or an individual user.

Expanders Case Details

X

X

O

O

O

Case Instructions

The user will have access to Case Instructions in the Case Details Expander Intended for the following types of documents: • General procedures and information needed by users reviewing a case • Details specific to the batches in a particular review pass

Expanders Case Details

X

X

O

O

O

Coding Forms

The user will have access to Coding Forms in the Case Administration Expander. The user will be able to create new and edit/delete existing coding forms

Expanders Case Administration

X

X

O

O

O

Persistent Highlighting

The user will have access to Persistent Highlighting in the Case Administration Expander. The user will be able to create new and edit/delete existing Persistent Highlights

Expanders Case Administration

X

X

O

O

O

Pick Lists

The user will have access to Pick Lists in the Case Administration Expander. The user will be able to create new and edit/delete existing Pick Lists

Expanders Case Administration

X

X

O

O

O

Redaction Categories

The user will have access to Redaction Categories in the Case Administration Expander. The user will be able to create new and edit/delete existing Redaction Categories

Expanders Case Administration

X

X

O

O

O

Redactions Modify/Delete Other Users

Depending on the REDACTIONS Slider, the user will be able to either - edit redactions created by others - edit/delete redactions created by others

REDACTIONS Slider; Image Viewer

X

X

X

O

O

Relationships

The user will have access to Relationships in the Case Administration Expander. The user will be able to create new and edit/delete existing Relationships

Expanders Case Administration

X

X

O

O

O

Review Pass Management

The user will have access to Review Pass Management in the Case Administration Expander. The user will be able to create new and edit/delete existing Review Passes

Expanders Case Administration

X

X

O

O

O

Tags Update Locked

The user will have the ability to update Locked tag groups.

X

X

O

O

O

View Case Details

The user will have access to view Case Details in Case Administration Expander

Expanders Case Administration

X

X

O

O

O

Disabled

The user will not be able to view or access any batches.

Expanders Batches

O

O

O

O

X

View

The user will be able to view and check out batches

Expanders Batches

X

X

X

X

O

Edit

The user will be able to view and check out batches. The user can also assign a batch to specific user, set the priority and set the batch On Hold

Expanders Batches

X

X

X

O

O

Split

The user will be able to view, edit and split a batch into smaller sub-batches

Expanders Batches

X

X

X

O

O

Delete

The user will be able to view, edit, split and delete batches

Expanders Batches

X

X

O

O

O

Disabled

The user will not be able to view, edit, create, or delete redactions in Document Details Image Viewer.

Image Viewer

O

O

O

O

X

View

The user will be able to view redactions in the Document Details Image Viewer

Image Viewer

X

X

X

X

O

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

X

X

X

X

O

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

X

X

X

X

O

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

X

X

X

X

O

Build Categories

The user will be able to rebuild an analytics category by right clicking on a specific category and selecting Build Categories

Expanders Analytics

X

X

X

O

O

Expanders Analytics

The user will have access to Analytics Expander which includes Clusters and Categories

Build Categories

X

X

X

O

O

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

X

X

X

X

O

Index Management

The user will have access to Index Management in the Case Administration Expander. The user will be able to edit the dtSearch Index settings and execute a Full Build and Incremental Build on the dtSearch Index

Expanders Case Administration

X

X

O

O

O

Keyword Management

The user will have access to Keyword Management in the Case Administration Expander. The user will be able to create, edit and delete Keyword Lists. The user will also be able to schedule a Keyword List job

Expanders Case Administration

X

X

O

O

O

Mass Edit

The user will be able to mass edit (Search and Replace, Copy Field, or Overwrite Field) fields or tags

Expanders Documents; Expanders Search

X

X

X

O

O

Mass Export

The user will be able to export the table view to excel or comma delimited file (csv)

Expanders Documents; Expanders Search

X

O

O

O

O

Mass Print Image

The user will be able to batch print a subset of document images

Expanders Documents; Expanders Search

X

X

X

O

O

Quick Search

The user will have access to Quick Search. Quick Search is only available when in Expanders Documents

Expanders Documents

X

X

X

X

O

TAR Project Setup

The user will have access to TAR Project Setup in the Case Administration Expander. The user will be able to create, edit and delete TAR Projects

Expanders Case Administration

X

X

O

O

O

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

X

X

X

X

O

Disabled

Search capability is disabled

Expanders Search

O

O

O

O

X

View

The user will be able to view and run existing saved searches

Expanders Search

X

X

X

X

O

Edit

The user will be able to view and edit saved searches

Expanders Search

X

X

X

O

O

Create

The user will be able to view, edit and create saved searches

Expanders Search

X

X

O

O

O

Delete

The user will be able to view edit, create and delete saved searches

Expanders Search

X

X

O

O

O

Disabled

Shared Folders disabled

Expanders Search

O

O

O

O

O

View

The user will be able to view the Shared Folder Saved Searches

Expanders Search

X

X

X

X

X

Modify

The user will be able to view and modify the Shared Folder Saved Searches. The user must also have equivalent permissions in the SAVED SEARCHES Slider

Expanders Search

X

X

O

O

O

Disabled

Smart Folder capability is disabled

DOCUMENTS Slider, Expanders Document

O

O

O

O

X

View

The user will be able to view existing Smart Folders

DOCUMENTS Slider, Expanders Document

X

X

X

X

O

Build

The user will be able to view and build existing Smart Folders

DOCUMENTS Slider, Expanders Document

X

X

X

O

O

Edit

The user will be able to view, build and edit existing Smart Folders

DOCUMENTS Slider, Expanders Document

X

X

X

O

O

Create

The user will be able to view, build, edit and create Smart Folders

DOCUMENTS Slider, Expanders Document

X

X

O

O

O

Delete

The user will be able to view, build, edit, create and delete Smart Folders

DOCUMENTS Slider, Expanders Document

X

X

O

O

O

Annotations Modify/Delete Other Users

Depending on the ANNOTATIONS Slider, the user will be able to either - edit annotations created by others - edit/delete annotations created by others

ANNOTATIONS Slider; Image Viewer

X

X

X

O

O

Transcript Viewer

The user will have access to the Transcript Viewer Tab in Document Details window

X

X

X

O

O

Disabled

Annotations will be disabled in the Document Details Image Viewer

O

O

O

O

X

View

The user will be able to view annotation in the Document Details Image Viewer

X

X

X

X

O

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

X

X

X

X

O

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

X

X

X

X

O