The Timeline

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Users with appropriate permissions can view a timeline showing dates for the documents in the case or selected set of documents (such as a batch, folder, or search results). The timeline provides a simple way to filter the current document set based on a date range. See the following figure.

The dates presented in the timeline are based on the DOCUMENTDATE field. This field is populated with the dates in your case, such as calendar/email dates (Appointment Start Time, Sent Date, Date Created, Date Modified fields) and/or document dates (Date Created, Date Modified fields).

ADDAutomated Digital Discovery Review “looks for” dates based on the fields selected by your administrator and in the order selected by your administrator. For each case document, the DOCUMENTDATE field is populated with the first date ADD Review “finds” in the field set defined by your administrator, and this is the date used in the timeline.

Notes:

Getting Started with the Timeline

For users with the correct permission, the timeline automatically appears above the case table in Ipro Eclipse, as shown in the previous figure. Check with your administrator if you do not see the timeline and you feel you need to see/use it.

To work with the timeline:

  1. Open the needed case. If needed, open a batch, perform a search, or open a folder to list the documents of interest.

  2. Determine the date range you need to view:

    • Review the timeline, which initially shows the complete date range for the selected document set.

    • Review the documents in the document set.

  3. Continue with any of the following procedures to work with the timeline.

Enter/Select Timeline Dates

To change the date range by entering or selecting the dates of interest:

  1. Complete "Getting started with the timeline."

  2. The date-entry fields are on the left side of the timeline, as shown in this figure. The top field is the starting date and the bottom field is the ending date. Either enter or select the needed dates in these fields. Note:

  3. In the previous example, the date range entered is for the years 2001 - 2014. Once a range is entered, it is indicated on the timeline red separator bars, as shown above.

  4. Optional: Select the Include Empty and Invalid dates option to include documents with date problems in the document set. This option only affects the documents listed in the case table; it does not affect the timeline.

  5. The timeline will change to show only the details in the selected range and the case table will list only the documents with dates in the range.

    The timeline’s start/end dates will match the actual starting and ending dates of the range, if they differ from the dates you entered.

  6. Review the timeline and documents that correspond to the date range.

Select Range by Dragging in the Timeline

Instead of (or in addition to) entering/selecting dates, you can drag in the timeline as follows:

  1. Complete "Getting started with the timeline."

  2. Point to the timeline in the general area you want to select, and click and hold the left mouse button.

  3. Drag right or left as needed to define the range of interest. When you stop dragging (release the mouse button), the selected range will be shown as a bar in the timeline, for example:

  4. If the range is incorrect, you can change the start and end dates in the Filter Date fields above the timeline. Or, you can click and drag again to further narrow the date range.

  5. Optional: Select the Include Empty/Invalid Dates option to include documents with date problems in the document set. This option only affects the documents listed in the case table; it does not affect the timeline.

  6. The timeline will change to show only the details in the selected range and the case table will list only the documents with dates in the range.

  7. Review the timeline and documents corresponding to the date range.

Reset the Timeline

After the timeline is modified, it can be reset to match the original (entire) document set—simply click .