Modify review settings and highlights

Settings provides a way to modify the time zone display in the document viewer. For more information about time zone usage, refer to Time zone display.

Quick Tag settings provide a way to modify the icons that enable you to quickly scan for specific tags. For projects created before Epiq Discovery, release 3.8, these settings also determine how a tagged document propagates the same tag to related documents, such as near duplicates, family, and email threads.

Highlights provide a way to modify the color used in a document to show hits that result from a search. To assist reviewers, Product Managers supply terms that appear as highlighted for Responsive, Privilege, and other categories that can help reviewers quickly locate actionable content, such as privileged work information or text needing redaction.

Redaction Label provide a way to add or delete the redaction labels that appear in the Redaction Reasons menu for your selection when manually applying a redaction on a document in Inspect or Review. Refer to Redact a document in Review for more information.

Perform the following procedure to modify review settings.

1. In the Project page, click and then select PROJECT SETTINGS.
2. In the left pane, click REVIEW.
3. To set the Quick Tags, select Quick Tags.
   1. In Quick Tags, set the tags you want to appear in the review grid to enable quick scanning.

      • In projects created in Epiq Discovery, release 3.8 or higher, perform the following procedure to define quick tags.

        1. For each of the six quick tags, select a field, and then a value.

           • The field list displays the default coding fields and custom fields that are single or multiple choice.

           • You can select the same field for multiple quick tags, but the values must be different.

        2. To disable a quick tag, click the toggle to the left. The system removes this quick tag from the review grid.

        3. To enable a quick tag, click the toggle to the right. The system displays this quick tag in the review grid.

      • In projects created before Epiq Discovery, release 3.8, for each of the four quick tags, select a tag category, and then a tag.

   2. To save the settings, click Save.

4. In Settings, modify any of the following information.
1. In Time Zone, select the appropriate time zone to unify the time zone display for document dates in ANALYZE>INSPECT or REVIEW, including metadata.
2. For projects created before Epiq Discovery, release 3.8, in Propagation, choose when a tag propagates to duplicates, family, and email threads.
   • Always to automatically propagate the categories you select when the reviewer tags affected documents. Select () one or more categories to include Near Duplicates, Family, and/or Email Thread.
   • Prompt to require the reviewer to select the propagation categories from a prompt that appears when tagging a document.
   • Never to disallow any propagation, which requires reviewers to tag each document.
3. To save the settings, click Save.
5. To modify search and text highlights, select Highlight.
1. In Defaults, select the color that Search uses to highlight matching terms within a document.

   • This includes the search by typing a term or phrase in the Search box at the top of the Inspect or Review page and the search by typing a term or phrase in the Content Search pane when displaying the document in Native or Image mode.

2. In Responsive Color, type a set of terms (separated by commas) that you want to highlight in blue in the documents to flag the reviewer's attention regarding the Responsive tag category.
3. In Privilege Color, type a set of terms (separated by commas) that you want to highlight in orange in the documents to flag the reviewer's attention regarding the Privilege tag category.
4. To add a global highlight to a unique tag category tailored for this project, perform the following steps.
   1. In Global, click .
   2. Select one of the twelve highlight colors.
   3. In Group Name, enter a new category name.
   4. In the box under the name, type a set of terms for this highlight category, separated by commas.
5. To remove an existing category, to the right of the category, click .
6. Click Save.
6. To set the redaction labels, select Redaction Labels.

   • When you create a project, the following labels are available by default:

     • Attorney Client Privilege

     • Privacy Information

     • Redacted. You cannot delete this label.

   • To create a label, add a label in the text box, and then click Add.

   • To delete a label, perform the following steps.

     • Click for a label.

     • Click Save.