Internal Reviewer Template

The permissions outlined in the following table are the default permissions assigned in the Internal Reviewer Permissions template.

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 Expanders Batches, but you don’t have the EXPAND BATCH LIST permission, you will not see Expanders Batches in your application.

 

Option

Definition

Linked Permission

 

Case Setup

Note: One of these items must be enabled in order to see the case show up in your Eclipse Case List

Expanders Case Details

The user will have access to Case Details Expander

Case Alerts; Case Documents

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

Production

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

Production Viewer

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

 

Review

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

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

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

Documents Print

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

Native Viewer

Expanders Batches

The user will have access to Batches Expander

EXPAND BATCH LIST

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

 

Image Viewer

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

REDACTIONS Slider; ANNOTATIONS Slider

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

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

Native Viewer

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

Launch Native Files

Tags View Page Tags

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

TAGs Slider

Documents Slider

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

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

TAGS Slider

Disabled

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

 

Review Management

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

Expand Batch List

View

The user will be able to view and check out batches

Expanders Batches

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

Split

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

Expanders Batches

Redactions

View

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

Image Viewer

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

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

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

Search and Culling

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

Expanders Analytics

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

Build Categories

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

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

Mass Print Image

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

Expanders Documents; Expanders Search

Quick Search

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

Expanders Documents

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

Save searches slider

View

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

Expanders Search

Edit

The user will be able to view and edit saved searches

Expanders Search

Shared Folders Slider

View

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

Expanders Search

SMART FOLDERS SLIDER

View

The user will be able to view existing Smart Folders

DOCUMENTS Slider, Expanders Document

Build

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

DOCUMENTS Slider, Expanders Document

Edit

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

DOCUMENTS Slider, Expanders Document

TRIAL PREP

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

Transcript Viewer

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

 

ANNOTATIONS SLIDER

View

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

 

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

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

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