Case Setup
On the Case Setup page, you can view and manage annotations, binders, coding templates, column templates, correspondence types, data models, document types, fields, issues, note categories, page footers, people and organizations, saved searches, search term families, and system fields.
Annotations
Annotations refer to legal-specific annotations on documents, such as notes, redactions, or highlights. Depending on their permissions, users can convert highlights or redactions to other highlights or redactions. Administrators can change ownership of annotations. Users can create annotations on PDF and image files.
Binders
A binder is a group of documents created by a user as a way to organize documents.
Mobile Binders
You can set up a mobile binder for the Mobile Binders app.
Bookmarks
Administrators can create and modify bookmarks, for example, for a specific website. Bookmarks are available on the user name menu on the navigation bar of any page in the case.
Case Defaults
Administrators can set the default case settings for the quick code field and the Timeline date on this page.
Coding Templates
Administrators can create coding templates to allow users to code documents to fields and other items, such as binders and issues.
Column Templates
A column template is a saved list of fields, binders, and other items that reviewers can display as columns in the List pane on the Documents page. To allow reviewers to quickly access a set of columns in the List pane, you can save the columns as a column template.
Correspondence Types
The application provides correspondence types for users to record the person or organization that originates or receives a correspondence.
Data Models
The data models feature extends the application to allow you to track, manage, and analyze data about entities beyond just documents.
Document Types
Administrators define document types to code case documents. Examples of document types include agreements, diagrams, email messages, memorandums, letters, and spreadsheets.
Fields
Fields are document properties that the user or the application uses to associate metadata with a document. Collectively, fields define a document’s attributes. Fields may contain text, dates, numbers, and predetermined items from a list. Administrators and group leaders have access to all fields in a case and can set them up as required for the review. You have the ability to view, sort, create, delete, and specify the properties of a field.
You can create and customize your own custom fields (also known as extra fields) or pick lists to extend document categorization. Pick lists are a type of field that appear to users as a list of selectable items or values in a list. When creating pick lists, you can also create quick codes by applying color coding and family ranking to the items in the list.
Hierarchies
You can use the hierarchies feature to configure a hierarchy to, for example, browse the folder hierarchy of a file path for a custodian.
Issues
An issue is a specific point in a legal case that reviewers can use to organize documents and files. The main parent issue appears in the Issues list along with the number of child issues (also referred to as subissues). You can add, rename, delete, and export issues.
Note Categories
Note categories provide a way in which users can organize their notes to make them easier to find. You can add, rename, and manage note categories.
Page Footers
Page footers provide a way to add custom footers to document images for batch printing. Page footers can include fields, free text, page labels, and page numbers.
People and Organizations
With People and Organizations, you can specify combinations of people, organizations, and correspondence types as criteria in document searches.
People Identity (names normalization)
The People Identity feature, also referred to as names normalization, allows administrators and group leaders (with permissions) to link an individual person’s various people names, such as email addresses and user names, to an identity. .
Quick Codes
A quick code is a color-coded value that is associated with a coding field. Quick codes allow reviewers to quickly apply a coding value to a document by selecting from a list of available quick codes.
Saved Searches
Use saved searches to find documents that match the search criteria each time you run the search. Only administrators or group leaders can save searches. Users can use only the saved searches to which they have access.
Search Term Families
A search term family is a group, or family, of search terms that can consist of a single search term or multiple search terms with Boolean connectors and other search options.
System Fields
System fields are included in the application installation. Unlike user-generated fields and pick lists, these fields do not have a properties page (only a security page) and less information appears on the list of system fields than appears in the regular Fields list. You also cannot edit the field name.