About review settings and highlights

In Review Settings, you can configure reviewer tracking, coding propagation, quick tags, redaction labels, and persistent highlight terms. You can also customize highlight colors for default and persistent highlights. For instructions, see Modify review settings and highlights.

Tracking

Tracking captures reviewer activity based on a designated tracking field. When a reviewer manually tags a document using this field, the system populates fields to show when the document was initially coded and most recently coded. These fields show the reviewer’s name and the time of review. They do not populate when using propagation or bulk tagging.

Propagation

Propagation automatically applies coding values to related documents when using coding forms or quick tags. You can propagate coding by family, email thread, near duplicates, or a combination. When enabled, all quick tags inherit propagation behavior. Note that propagation does not apply to bulk tagging. To enable propagation in coding forms, configure the relevant fields accordingly. For more information, see About coding forms.

Quick Tags

Quick Tag settings allow you to customize icons for quick identification of specific tags. You can assign quick tags using default or custom coding fields that are single- and multiple-choice options.

Highlights

Highlights visually identify search hits within documents. Product Managers define highlight terms for categories such as Responsive and Privilege, helping reviewers locate key content quickly. For more information, see Search highlights.

To define persistent highlight terms in Project Settings, use logical operators (AND, OR, NOT), proximity operators (W/N), wildcards (*), and quotation marks (" ") for exact matches. Group complex terms using parentheses.

Exact matches follow these rules.

  • Case-insensitive

  • Whole word boundary (for example, "cat" matches cat, not category)

  • Special characters must match exactly

  • Accented characters match both accented and normalized ASCII equivalents (for example, "Élise" matches Élise and Elise)

  • Escape quotation marks with a backslash (for example, "She said \"I am ready for this challenge\"")

The functionality of logical operators, proximity operators, wildcards, and grouping is similar to their use in Search. For more information on how to use them, see Search syntax guidance.

Some limitations apply to this feature. For more information, refer to Known limitations.

Redaction Labels

Use Redaction Labels to manage the options available in the Redaction Reasons menu during manual redaction in Inspect or Review. You can add or remove labels as needed. For instructions, see Redact a document in Review.