The initial Review home page, as shown in the figure below, consists of the:
Favorites and Recent panel: Access user-defined favorites or the most recently accessed cases.
Sort Case/ClientThe highest level in the ADD hierarchy. A Client is required to create a case. Options: Sort cases or clients A to Z or Z to A
Case/Client Search Bar: Manually enter a case/client name
Case Cards: Displays case name, code name, managing client, client, matter IDIn the eCapture Controller, a number assigned (through the SQL database) to every Project, Discovery Job, or Processing Job., and creation date.
When a case card is selected, the Funnel graph and Review Passes appear as shown in the following figure:.
The Funnel graph depicts the number of case documents that are loaded, in review, and produced. Each Review Pass depicts the percentage of documents reviewed, a progress bar, the review pass name, and the total number of documents.
Note: To close the funnel graph, click in the upper right corner.