Case Table Columns

Columns (the fields included in the case table) can be manipulated in the following ways. Some activities require specific permissions.

Sort, Filter, and Tally Documents

The documents may be sorted and filtered. Click the desired column field heading (e.g. Attachment Names) to sort in Ascending order.

Note: When the field heading is clicked the first time, it sorts in Ascending order. When the same field heading is clicked a second time, it sorts in Descending order. For additional sorting and filtering options, hover the mouse pointer on the desired column field heading to display the inverted triangle as shown here: .

When the inverted triangle appears, click it to display the Sort menu as shown here:

.

Choose a sort option:

Reposition Columns

To move a column to a different position, point, click and drag the column to the desired location.

Changing Column Size

To change column width:

Show/Hide and Organize Columns

If the coding form does not include fields, the BEGDOC field displays. For older cases, the fields that display are as defined by the administrator or user.

If you have been given the needed permission, you can show and organize the columns (fields) in the case table to meet your review needs. This applies to all columns except the leftmost column (the Native File Link column).

To show and organize columns in the case table:

  1. Right-click in a column heading and select Grid Display Options.

  2. In the Grid Display Options dialog box, evaluate the fields that are currently shown and hidden, and their order. Continue with the following steps as needed.

  3. Check the check boxes that correspond to the fields you want displayed in the grid.

  4. To cancel changes (return to the selections that were in effect before you opened the Grid Display Options dialog box), click the X button in the top right corner of the dialog box.

  5. When finished, click Apply. The changes are applied to the case pane.

These changes are saved as a user preference and remain in effect until/unless you make other changes to the case table. Each time you change the columns in the case table, the changes are saved as your user preference.

Filtering the Table by Column Data

Add Filters

Ipro ADDAutomated Digital Discovery allows you to filter the case table based on data in one or more columns (that is, field data). This is an alternative to performing a field-specific search.

To filter data based on column data:

  1. Open the needed case or batch. Optionally, perform a search.

  2. Optional: Show or hide columns as explained in "Show/hide and organize columns" so that the displayed content matches your needs.

  3. In the heading of a column you want to filter, click .

  4. In the resulting search box, enter the needed term or phrase. Note:

    • This search is not case sensitive.

    • This search uses the CONTAINS operator.

    • Wildcard support: An asterisk (*) can be used to represent zero or more characters.

      The following figure shows that the case table will be filtered to show only documents for which the Author From field contains “Sumner”.

  5. To filter by the single column, click and skip to step 7.

  6. To filter by one or more additional columns:

    • Click and repeat step 3 and step 4 for each additional column.

    • When all filters have been defined, click Apply Filter above the case table.

      Note:

      • Filters on different columns are treated as AND statements.

      • Applied filters appear above the case table as shown in this example:

  7. When finished, work with the filtered data as needed. All data for the current tab (Case Table, Batch, Search Results, or folder) will be filtered, regardless of the number of record sets (pages) in the tab.

Remove Filters

To remove a filter, click X in the filter box above the case table.