Epiq Discover Version 4.6 Release Notes (February 2026)

This release contains updates and improvements to Epiq Discover. The following notes highlight new enhancements to Epiq Discover and provide a list of bugs addressed in this release.

Release Highlights

Release 4.6 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

Chat. You can now use the Chat feature in Inspect as well. The chat functionality in Inspect works the same way as in Review.
Document List. In the Document List within Inspect and Review, you can now view the list in two modes: List and Grid. In List view, documents appear as they did previously, with an icon column where you can click to see family, conversation, and near duplicate. Grid view, which was previously available only in the undocked viewer, is now available at all times in a split-screen layout with the Document Viewer. The Grid mode enables you to view multiple metadata columns at once to analyze data. When viewing the Document List in Grid mode, you can modify the columns in the grid and define both default and custom views.
Share folders and saved searches using hyperlinks. You can now share folders and saved searches using direct hyperlinks for quick access to relevant documents.
Track actions on saved searches. You can now track the creation, editing, and deletion of saved searches through the Audit History Report by User.

Enhancements in Release 4.6

This release contains the following enhancements and updates.

General

Added Epiq suite shortcuts

You can now access Epiq AI and Epiq Narrate from Epiq Discover. Refer to Epiq Suite shortcuts for more information.

Process

Archive file processing update

For projects created in Epiq Discover release 4.6 or later, when processing an archived file, after extracting the top-level archive, the system continues to create a record for it and then deletes or moves its native file to DataHub based on the project settings. You can view the top-level archive record in Inspect. Metadata fields are populated for this record.

You can choose to delete or move the top-level archive to DataHub. By default, the system moves the top-level archive to DataHub. This feature helps reduce high-cost storage usage.

When you choose to store top-level archives in DataHub, the system saves the file in a folder labeled

<collection job name>-<processing job Id> under Incoming> Processed. When the system fails to move the archive to Datahub, the Exception field displays Failed to move archive to DataHub.

When you choose to delete top-level archives, and the system fails to delete the archive, the Exception field displays Failed to delete archive.

To configure the top-level archive file processing setting, refer to Configure top-level archive file processing setting.

(1024406, 1024408, 1023731, 1026103)

Inspect/Review

Chat update

You can now use the Chat feature in Inspect as well. To use Chat in Inspect, in the Main Menu, select Analyze>Inspect and then Chat. The chat functionality in Inspect works the same way as in Review. In Inspect, Chat includes all documents added to the AI Model. In Review, Chat includes only promoted documents added to the AI Model. Your System Administrator at Epiq can enable or disable the AI Model in Epiq Discover. When enabled, you can access this feature. (940575)

Added the ability to share folders and saved searches using hyperlinks

In Inspect and Review, you can now share folders and saved searches using direct hyperlinks for quick access to relevant documents. This enhancement adds a share as hyperlink option in the contextual action menu for folders and saved searches, consolidating following actions into a streamlined menu for better usability.

For folders, the menu displays Settings, Link, and Delete options.
For saved searches, the menu displays Edit Search, Rename, Link, and Delete options.
For search folders, the menu displays Add Folder, Settings, and Delete options.

When you open the shared link, the system checks your login and access. If you are already logged in, the link opens the folder or saved search directly. If you are not logged in, the system takes you to the login page first and then opens the folder or saved search after you sign in.

The shared link does not expire and remains accessible as long as the referenced folder or saved search exists. The documents shown in the link depend on user’s role, permissions, assignments, and secure folder access. If you do not have permission, or if the folder or saved search no longer exists or has moved, the system displays a relevant error message.

To share folders and saved searches, refer to the following topics.

(380474, 1024664)

Auto redaction update

When you delete an auto-redaction job, the system now automatically deletes all auto-redactions applied through that job. When you click for the Auto Redaction job, the system displays a confirmation dialog asking you to confirm the action. Once confirmed, the deletion progress is tracked as a new job type called Delete Auto Redaction.

You can view the status of the job in the Jobs Overview page. The Delete Auto Redaction job pop-up displays the following information. (421112)

Submitted By	The user who submitted the job.
Submitted Time	The date and time the job was submitted.
Selected Documents	The number of documents from which auto-redaction was deleted.
Skipped Documents	When the system cannot delete auto-redaction from some of the documents, it shows the number of skipped documents and provides a description of why documents were skipped.
Common Types	The data types selected in the Common Data Types field when auto-redactions were created.
Custom	The word, phrase, or regular expression used in the Custom field when auto-redactions were created.
Job Id	Job identification number.

Transfer to Relativity update

When transferring native files to Relativity, if the associated images are in PDF or multi-page TIFF format and you select the Images option under Transfer Settings>Include, the system now automatically converts them to single-page TIFF to ensure compatibility with Relativity branding requirements. (799288)

Document List updates

In the Document List within Inspect and Review, you can now view the list in two modes: List and Grid. In List view, documents appear as they did previously, with an icon column where you can click to see family, conversation, and near duplicate. Grid view, which was previously available only in the undocked viewer, is now available at all times in a split-screen layout with the Document Viewer. The Grid mode enables you to view multiple metadata columns at once to analyze data. When viewing the Document List in Grid mode, you can modify the columns in the grid and define both default and custom views.

You can switch between the existing List View and the Grid View by selecting Grid or List at the top of the Document List. Your selection remains active for the current login session until you change it. Additionally, you can set either view as your default view in User Settings.

In Grid view, the system initially displays only the document grid. Selecting a document opens the document viewer.
In List and Grid views, drag the resize handle between the document grid and the document viewer to adjust their horizontal sizes. Also, you can close the document viewer by clicking Close Preview at the top-left corner of it.

To set the default view for the document list, follow these steps.

In the Account Menu, select User Settings.
In the User Settings tab, in User Settings>Default Document List, do the following.
- To set List view as the default, select List.
- To set Grid view as the default, select Grid.
Click Save.

List view updates

Filter update

In List mode, moved filter options such as File Name, Subject, and Document Number from the View dropdown to Settings. Additionally, added Parent Date and Document Date options to Settings. When you select these options, the respective dates appear in the list. Also, when you select Parent Date or Document Date in Sort, the system automatically updates the corresponding selection in Settings and displays the respective dates in the list.

Undocked Viewer updates

Document grid is now streamlined with compact density, auto-fit columns, and a responsive design. It supports horizontal and vertical scrolling, maintains consistent styling, and resets to your default settings after each session.

(1025050, 990072, 1018805, 990671, 994210)

Document List: Content search update

Updated the Content Search pane in NATIVE and IMAGE viewers to match the design of the Content Search pane in the TEXT viewer. (1015203)

Search highlights update

The system now highlights the relevant terms in the NATIVE, IMAGE, and TEXT viewers when you use advanced search syntax, such as logical operators and proximities, in the Search box. Also, added Search Box Terms check box to the Content Search pane. When you search using the Search box and the system highlights the matching terms, this check box is automatically selected to indicate that the highlighted terms are based on the Search box query. (1022264, 1022265)

Microsoft Teams chats processing update

Updated the processing behavior of modern attachments, GIFs, emojis, and stickers.

Emoji, Sticker, and Giphy processing

For the projects created in Epiq Discover release 4.6 or later, the system no longer extracts emoji, sticker, and Giphy as attachments. For these items, the system displays the URL in the MSG files and the actual images in the HTML file. If the URL cannot be retrieved, the HTML file displays the URL instead.

Modern attachment processing

Changed the behavior for creating placeholders when the system fails to extract modern attachments. System Administrators and Epiq Administrators can now enable or disable placeholder creation.

The following table shows the placeholder creation scenario for modern attachments.

Project setting	Placeholder creation scenario
Placeholder creation is disabled. You do not provide Microsoft 365 credentials.	The system does not retrieve modern attachments and does not create placeholders. In the MSG file, the Exception field displays Modern attachments identified but could not be retrieved without Microsoft credentials.
Placeholder creation is enabled. You provide Microsoft 365 credentials.	The system retrieves modern attachments. If retrieval fails, the system creates a placeholder. In the placeholder record, the Exception field displays Failed to retrieve modern attachment.
Placeholder creation is enabled. You do not provide Microsoft 365 credentials and you enable Combine Chat.	The system does not retrieve modern attachments and creates placeholders. In the MSG and HTML files, the Exception field displays Modern attachments identified but could not be retrieved without Microsoft credentials.

Project setting

Placeholder creation scenario

Placeholder creation is disabled. You do not provide Microsoft 365 credentials.

The system does not retrieve modern attachments and does not create placeholders. In the MSG file, the Exception field displays Modern attachments identified but could not be retrieved without Microsoft credentials.

Placeholder creation is enabled. You provide Microsoft 365 credentials.

The system retrieves modern attachments. If retrieval fails, the system creates a placeholder. In the placeholder record, the Exception field displays Failed to retrieve modern attachment.

Placeholder creation is enabled. You do not provide Microsoft 365 credentials and you enable Combine Chat.

The system does not retrieve modern attachments and creates placeholders. In the MSG and HTML files, the Exception field displays Modern attachments identified but could not be retrieved without Microsoft credentials.

Produce

Added the ability to produce non-searchable PDFs

You can now create non-searchable PDFs for images when creating a production. To do so, in Production Template, select Non-Searchable PDF in IMAGES> Image Format. (958777)

Number Suffix toggle update

Now, when creating a Production, in the Numbering section, you can toggle the Number Suffix option on or off when applying Bates numbering at the Document level. (723584, 1029579, 1029593)

Administration

Epiq Assist updates

Updated the label Epiq Assist to Get Assistance across all user-facing interfaces. This change applies to menus, buttons, and tooltips. (1026553)

Added the ability to track actions on saved searches

You can now track the creation, editing, and deletion of saved searches through the Audit History Report by User.

Follow these steps to view details of saved search actions. (1012443, 1012449, 1006457)

In the Account Menu, select Project Report.
In the Project Report dialog box, do the following.
1. In Report Type, select Audit History Report.
2. In Report By, select User.
3. In User, click to select all users or select specific users.
4. In Scope, select Saved Search.
5. To show the report for a specific time period, in Date, select a Start and End date.
6. Click Create.
When the XLSX file appears at the bottom of the page, select it to view the report in Excel. Alternatively, you can access the file in your Windows Downloads folder.

The Audit History Report by User shows the following saved search details.

Column name	Description
Use Email	Email address of the user
Date	Date of the action on the saved search.
Time	Time of the action on the saved search.
Scope	Shows Saved Search.
Action	Indicates whether the action was Create, Update, or Delete.
Saved Search	Name of the saved search.
Old Value	Shows the previous search criteria. For a newly created saved search, this column is blank. For a deleted saved search, this column shows the existing search criteria.
New Value	Shows the updated search criteria for an updated saved search and search criteria for a newly created saved search. For a deleted saved search, this column is blank.
User	Username.

Desktop Client

Session timeout update

Decreased the Desktop Client session timeout from 24 hours to 30 minutes. (1020784)

Loading update

Updated the Desktop Client to automatically calculate and populate the extracted text size for documents during loading. (1010211)

Bugs fixed in Release 4.6

The following bugs were resolved in this version.

Number	Title
989435	Epiq Internal Feedback \| Angular/React \| Inspect/Review \| Document List shows incorrect counts per page when filtered by the "Parents Only" condition
998485	Mobile Collection \| Mobile Collection completed with errors "ParseError at [row,col]:[1469494,53] Message: Connection reset"
1007706	For projects created in Epiq Discover release 4.4 or later, disabling a user account no longer unassigns the user’s role in a project. In Account Menu>Client Settings>Manage Users, you can now activate an inactive user by selecting the user and clicking Enable Account in the User Info dialog box [Internal] In MySQL, check the StormedUserRole table to find the IsActive status for users across different environments.
1016479	Production \| Prevent deletion of a Production job while it is in progress
1018586	Chat AI \| Native Viewer \| Viewer fails to display documents after repeated citation clicks
1018806	Redaction \| Produced document shows an unexpected black box along with the applied white box redaction on images
1022647	Fields \| Unable to delete fields that were added to a deleted Coding Form
1025135	Doc Actions \| Transcribe \| "Submit" is not disabled when user hasn't acknowledged billable feature
1025267	Native Viewer (React) \| No download button when a native fails to display
1027668	Processing \| HTML Rollup does not show MS teams chat message text that has bullet points, text gets cut off at "•" character
1028508	Search \| Partial query copy fails when "Include Family" is checked. Entire query is copied instead of selected portion.
1028640	Tally Sum Average \| Tally/Count \| Associated Metadata dropdown does not refresh when returning from other functions (Sum/Average/Range)
1028669	Search Builder \| Field value dropdown reverts to top upon value selection
1030358	Keyword Panel \| Making changes and selecting to update the template results in the user being asked to create a new template instead
1030362	Keyword Panel \| Making changes and selecting to create a new template results in DevTools errors and no template creation
1031577	Project Dashboard \| Reviewer Metrics is pulling all admin accounts as Client/Project Users
1031673	Viewer \| Unable to view the .WEBM file; it keeps spinning and eventually ends with a 417 exception
1032049	OpenSearch retry / backoff logic ineffective during TransferToCopilot jobs under load
1033673	Client Report \| Rename the User Login History Report to Project Access Report
1034151	Reviewer Metrics Report \| Report fails if end date is jan-sep (01-09) as the date is not padded with a 0