Edit fields

In projects created in Epiq Discovery, version 3.8 or higher, users with Litigation Support or higher roles can edit user created fields. Field edits include changing the name of the field or marking the field as editable or read-only. When you rename a field, the new name automatically applies wherever the name displayed.

For single or multiple choice fields, you can add or delete a value (if not in use) or change the display order of the values.

Perform the following procedure to edit a user created field.

1. Within a project, click your Profile and then select PROJECT SETTINGS.

2. In PROJECT SETTINGS, click FIELDS.

3. In Project Fields, locate the field by scrolling to it or using the filter icon next to Field Name.

4. Click next to the field.

5. In the Edit Field dialog box, perform the following actions.

   1. In Field Name, update the name as needed.

   2. To make the field read-only in coding forms, uncheck Allow Document Field Edits.

   3. For a single choice or multiple choice field, do the following steps:

      1. To add a value to the field, enter a value in Add Values, and then click Add. The added values appear in Value Display Order.

      2. To delete a value, in Value Display Order, click in a field value.

      3. To change the order of the values, click a value and drag it up or down.

   4. Click Save.