Modify project settings

You can modify an existing project.

Perform the following procedure to modify project information.

1. In the Home page, click and then select PROJECT SETTINGS.
2. In the PROJECT SETTINGS tab, modify any of the following information.

   Project Settings

   • In Project Name, update the name of the project.
   • Project Created By displays the name of the person who created the project.
   • In Project Description, update the description.
   • Copied From Project displays where settings were imported from during creation.
   • In Multifactor Authentication, select the type of additional authentication to require for all users of this project. Choose from the default setting, which is None (Password Only), SMS Text Message, Voicemail, or Email.
   • In IP Whitelist, add the IP addresses to allow. Press Enter after every IP address. Or, click Choose File to select a file that contains the IP addresses to include.
   • Select Enable Document Prefix, when you want to prefix all Document Numbers when the system retrieves, displays, or uses the number. This prefix can help you maintain unique numbering when compared across multiple projects or environments for extremely large data matters. When you select this option, supply the prefix you want to use in Document Number Prefix.

   Processing Settings

   • The Analytics checkbox is selected by default. To disable the Analytics features in Epiq Discovery, uncheck the option. These features appear under ANALYZE>ANALYSIS, including Data Assessment Dashboard, Theme Wheel, Concept List, and Word Index. Disabling Analytics also disables Near Dupe & Threading.
   • The Automatic OCR checkbox is selected by default. To turn off automatically providing OCR in Processing, uncheck the option. The file types that can be automatically OCR'd include: JPG, TIF, TIFF, PDF, and Bitmap files.
   • The Automatic Transcode Video checkbox is selected by default. This option enables you to view AVI, MOV, and 264 native video files in the Viewer. Uncheck the transcoding option to turn it off. When off, these files must be downloaded to view.

   • The DeNIST checkbox is selected by default. To disable the DeNIST feature in Processing, uncheck the checkbox. Refer to About DeNIST for more information.

   • The Email Categorization checkbox is unchecked by default. Select the Email Categorization checkbox to turn this function on. When you turn on this option, the system automatically categorizes emails, which helps you to identify the potential junk emails. Refer to About email categorization for more information.
   • The Data Assessment checkbox is selected by default. When you select this and the Analytics checkbox, you can access the Data Assessment Dashboard. Refer to Data Assessment Dashboard for more information.
   • In Default OCR Language, change the language to use for OCR during processing.
   • In Excluded File Extensions, add the file extensions that need to be processed as excluded file extensions. For more information about excluded file extensions, refer to About excluded file extensions. Press Enter after every extension. Or, click Choose File to select a file that contains the extensions to exclude.
   • In Embedded Images Extraction, choose how embedded images are extracted.
     • Select Default to enable the extraction of embedded images over 15 KB for email files. For non-email files, no embedded images are extracted.
     • Select Custom to set the threshold of embedded images to extract. Set Email Files to ON or OFF. If ON, supply the maximum size (in KB) of embedded images to extract for emails. Set Loose Files to ON or OFF. If ON, supply the maximum size (in KB) of embedded images to extract for other files.
   • In Zip Encoding, choose an applicable zip encoding method to extract documents from ZIP files. The default option is Default Encoding <UTF8)>.
   • In Text Extraction Size, set the maximum text size for long text fields. For information about the default text size of a long text field and the maximum text size you can specify for a long text field, refer to Known limitations.

   Document List Settings

   • In Document Sort By, choose a default sorting option for the Document List in Inspect and Review.

   • In Maximum Document Size to Load in Viewer, set the maximum document size that you can view in the Document List native viewer in Inspect or Review. The default maximum document size is 50 MB. You can specify a value between 10 and 250 MB.

   Promotion Settings

   • In Enable Near Dupe & Threading, choose whether to disable near duplication and email threading during Promotion. Uncheck the checkbox to disable near duplication and threading during Promotion or select the checkbox to enable it. This option is not available if you disable Analytics.
   • In Enable PII/PHI Detection, choose whether to enable PII/PHI detection during Promotion. Select the checkbox to enable PII/PHI detection during Promotion or uncheck the checkbox to disable it. Refer to PII/PHI detection for more information.
   • In PII/PHI Confidence Level Cap, set the PII/PHI confidence level cap. This field appears only when you select the Enable PII/PHI Detection checkbox. Refer to PII/PHI detection for more information.
   • In Enable Entity Identification, choose whether to disable entity identification during Promotion. Uncheck the checkbox to disable entity identification during Promotion or select the checkbox to enable it. Refer to Entity identification for more information.
3. Click Save.
4. To update custodians for the project, click the CUSTODIANS tab.
   • To create a custodian, refer to Add custodians.
   • To delete a custodian who is not associated with any documents, refer to Delete a custodian.
   • To modify a custodian name, refer to Modify a custodian name.
5. To update sources for the project, click the SOURCES tab.
   • To create a source, click Create Source. In the Create Source dialog box, provide a name for the source, and then click Create.
6. To update fields for the project, click the FIELDS tab.
   • To create one or more fields, refer to Create fields.
   • To delete or rename a user created field, refer to Edit fields.
7. To update review settings, click REVIEW tab. For more information about review settings, refer to Modify review settings and highlights. 
   1. In Quick Tags, you can define what to show as the Quick Tags.
   2. In Settings, you can update the following.
      • Time Zone.
      • In projects created before Epiq Discovery, release 3.8, you can update Propagation.
   3. In Highlight, you can add custom text highlights.
   4. In Redaction Labels, you can add or delete the redaction labels that you use when manually applying a redaction on a document in Inspect or Review.
8. To update users for the project, click the USERS tab. You can invite users, resend innovations, or remove users.
   • To invite a user, click Invite. In the Invite Users dialog box, select a role and enter the email addresses for the users in that role. Then, click Send.
   • To resend an invitation, click Resend and confirm the action.
   • To remove a user, on the user's row, click .
9. To change the project disposition, click the DISPOSITION tab, where you can archive or delete the project.