Project settings

Category	Setting	Description
Project Settings	Project Name	Name of the current project.
Project Created By	Provides the name of the person who created the project.
Project Description	Text that describes the project.
Copied From Project	If applicable, provides the name of the project from which this project is copied.
Multifactor Authentication	Type of multifactor authentication used, if any.
IP White List	Provides a list of the IP addresses to allow.
Processing Settings	Analytics	Whether to enable the Analytics functionality in Epiq Discovery. This functionality appears under ANALYZE>Analysis, including Data Assessment Dashboard, Theme Wheel, Concept List, and Word Index. Disabling Analytics also disables Near Dupe & Threading.
Automatic OCR	Whether to automatically OCR specific types of files in Processing. The file types that can be automatically OCR'd include: JPG, TIF, TIFF, PDF, and Bitmap files.
Automatically Transcode Videos	Whether to automatically transcode certain types of video files (AVI, MOV, and 264) to enable display in the Viewer's video player.
DeNIST	Whether to DeNIST files during Processing. Refer to About DeNIST for more information about the DeNIST feature.
Email Categorization	Whether to automatically categorize emails. Refer to About email categorization for more information.
Data Assessment	Along with the Analytics checkbox, this setting enables the Data Assessment Dashboard. If this checkbox is disabled, the project was created before this feature was released. Refer to Data Assessment Dashboard and for more information.
Default OCR Language	Displays the selected OCR language.
Excluded File Extensions	Lists 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.
Embedded Image Extraction	Whether to define a custom rule for extracting embedded images in email or loose files.
Zip Encoding	Choose an applicable zip encoding to extract documents from ZIP files. The default option is Default Encoding <UTF8)>.
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	Document Sort By	Set the default sorting option for the Document List in Inspect and Review.
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.
Promotion Settings	Enable Near Dupe & Threading	Whether to enable near duplication and email threading in Promotion. This option is not available if you disable Analytics.
Enable PII/PHI Detection	Whether to enable PII/PHI detection in Promotion. Refer to PII/PHI detection for more information.
PII/PHI Confidence Level Cap	This field appears only when you select the Enable PII/PHI Detection checkbox. Set the PII/PHI confidence level cap. Refer to PII/PHI detection for more information.
Enable Entity Identification	Whether to disable entity identification in Promotion. Refer to Entity identification for more information.
Custodians	List of custodians	Create and remove custodians.
Sources	List of default and custom sources	Create and remove custom sources.
Fields	List of fields	Create and remove fields.
Review	Time Zone	Displays the time zone used.
Propagation (for projects created before Epiq Discovery, release 3.8)	Select when a tag propagates to duplicates, family, and email threads.
Quick Tags	Define the Quick Tags that appear in the Document List.
Highlight colors	Select terms to highlight.
Redaction Labels	Set the redaction labels that you use when manually applying a redaction on a document in Inspect or Review.
Users	List of users	User access to a project using predefined roles (Project Manager, Litigation Support, Review Manager, Senior Reviewer, and Reviewer). Sort, invite, or delete a user.
Disposition	Whether to archive or delete the project	Archive a project to save it or delete the project.

Project Settings

Project Name

Name of the current project.

Project Created By

Provides the name of the person who created the project.

Project Description

Text that describes the project.

Copied From Project

If applicable, provides the name of the project from which this project is copied.

Multifactor Authentication

Type of multifactor authentication used, if any.

IP White List

Provides a list of the IP addresses to allow.

Processing Settings

Analytics

Whether to enable the Analytics functionality in Epiq Discovery. This functionality appears under ANALYZE>Analysis, including Data Assessment Dashboard, Theme Wheel, Concept List, and Word Index. Disabling Analytics also disables Near Dupe & Threading.

Automatic OCR

Whether to automatically OCR specific types of files in Processing. The file types that can be automatically OCR'd include: JPG, TIF, TIFF, PDF, and Bitmap files.

Automatically Transcode Videos

Whether to automatically transcode certain types of video files (AVI, MOV, and 264) to enable display in the Viewer's video player.

DeNIST

Whether to DeNIST files during Processing. Refer to About DeNIST for more information about the DeNIST feature.

Email Categorization

Whether to automatically categorize emails. Refer to About email categorization for more information.

Data Assessment

Along with the Analytics checkbox, this setting enables the Data Assessment Dashboard. If this checkbox is disabled, the project was created before this feature was released. Refer to Data Assessment Dashboard and for more information.

Default OCR Language

Displays the selected OCR language.

Excluded File Extensions

Lists 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.

Embedded Image Extraction

Whether to define a custom rule for extracting embedded images in email or loose files.

Zip Encoding

Choose an applicable zip encoding to extract documents from ZIP files. The default option is Default Encoding <UTF8)>.

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

Document Sort By

Set the default sorting option for the Document List in Inspect and Review.

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.

Promotion Settings

Enable Near Dupe & Threading

Whether to enable near duplication and email threading in Promotion. This option is not available if you disable Analytics.

Enable PII/PHI Detection

Whether to enable PII/PHI detection in Promotion. Refer to PII/PHI detection for more information.

PII/PHI Confidence Level Cap

This field appears only when you select the Enable PII/PHI Detection checkbox. Set the PII/PHI confidence level cap. Refer to PII/PHI detection for more information.

Enable Entity Identification

Whether to disable entity identification in Promotion. Refer to Entity identification for more information.

Custodians

List of custodians

Create and remove custodians.

Sources

List of default and custom sources

Create and remove custom sources.

Fields

List of fields

Create and remove fields.

Review

Time Zone

Displays the time zone used.

Propagation (for projects created before Epiq Discovery, release 3.8)

Select when a tag propagates to duplicates, family, and email threads.

Quick Tags

Define the Quick Tags that appear in the Document List.

Highlight colors

Select terms to highlight.

Redaction Labels

Set the redaction labels that you use when manually applying a redaction on a document in Inspect or Review.

Users

List of users

User access to a project using predefined roles (Project Manager, Litigation Support, Review Manager, Senior Reviewer, and Reviewer). Sort, invite, or delete a user.

Disposition

Whether to archive or delete the project

Archive a project to save it or delete the project.