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

Release Highlights

Release 3.9.5 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

• User group management. Added the ability to assign users to different groups.

• Securable folders. The Project Manager or higher roles can now secure folders by limiting folder access to certain user groups while creating or editing a folder. This feature provides the ability to grant users access to a limited scope of documents for review.

• Additional permissions. Senior reviewers can now access folders that they have permission to access. They can also search for any documents in their assignment or in the document population they can access.

Enhancements in Release 3.9.5

This release contains the following enhancements and updates.

General

User role updates

The actions that a Senior Reviewer or Reviewer can perform in Review have changed with this release. The table below shows the added and removed capabilities of the Senior Reviewer and Reviewer roles. (851435, 900338)

Added or removed capabilities	Senior Reviewer	Reviewer
Added capabilities	View and access folders if Senior Reviewers are included in the group permissions given to a folder.	No changes
	Search capability to find documents using the Search box or Search Builder. A Senior Reviewer can search for documents in folders that they can access or within their assignments.	No changes
Removed capabilities	Senior Reviewer and Reviewer roles can no longer access document fields created during Production or Filter Jobs.
	Senior Reviewer and Reviewer roles can now only access a custom field if it is included in the coding form associated with their assignment.
	Senior Reviewer and Reviewer roles can no longer view production images.

Inspect/Review

The new Securable Folders feature gives Project Managers or higher roles the ability to grant users access to a limited scope of documents for review. To do this, Project Managers secure specific folders as needed by setting permissions so that only specific user groups can access the folders. Project Managers can do this when creating or editing a top-level folder.

• Project Manager or higher roles can access all folders under Review and Inspect, regardless of folder restrictions. In the FOLDERS pane for these roles, secured folders display the shield icon .

• Review Manager and Litigation Support roles can access unrestricted folders under Review by default, as they previously could. In this release, these roles can access a secured folder only if they are a member of a user group that has permission to access it.

• Senior Reviewers cannot access folders by default. With this release, Senior Reviewers can access a folder only if they are a member of a user group that has permission to access it.

• No change in folder activity for Reviewers, as they cannot access folders.

In projects created prior to Epiq Discovery, release 3.9.5, all folders under Review are automatically accessible to Review Manager or higher roles.

• After a folder is secured, Review Managers and Litigation Support roles can access the folder only if they are a member of a group that has permission to access it.

• Senior Reviewers can access folders under Review only if a Project Manager (or higher role) adds them to the user group that has permission to those folders.

The typical workflow for setting up securable folders includes the following actions in order. (325448, 882070)

1. First, create the user groups.

2. Then, add users to the user groups.

3. Finally, when creating a new folder or editing existing folders, restrict the folder access to one or more user groups.

Manage user groups

When setting up user groups, first create the group and then add users to the group. You can add up to 100 groups. To add a user group, perform the following procedure.

1. In the Project page, click and select PROJECT SETTINGS.

2. In the left pane, select USERS.

3. Select Groups.

4. Click Create Group.

5. In the Create Group dialog box, do the following steps.

   1. In Group Name, enter a name.

   2. Click Save.

6. To add users to the group, select Users.

7. In the User List, select Litigation Support or lower roles. You can locate a user using the filter box at the top right of the User List.

   • You can also add a user to a group when creating it. Note that the Groups field appears only when you select Litigation Support or lower roles in Role.

8. In User Info, do the following steps.

   1. In Groups, select a group.

   2. Click Save.

You can edit the name of the group at any time. If needed, you can delete a group if the group isn’t assigned to a folder.

• To edit a group, refer to Edit a group.

• To delete a group, refer to Delete a group.

Restrict folder access to user groups

You can limit folder access to user groups when creating or editing a top-level folder in the FOLDERS pane. The system applies the top-level folder permission to all the subfolders, and you cannot modify the subfolder permission. To restrict folder access when creating a folder, perform the following procedure.

1. In the Project page, click ANALYZE>INSPECT or REVIEW.

2. On the left navigation pane, click .

3. In the FOLDERS pane, click .

4. In the Create New Folder dialog box, do the following steps.

   1. In Folder Name, type a name for the folder.

   2. In Permissions, the No Restrictions option is selected by default. To limit folder access to a specific user group, select that group.

   3. To select more groups, click Add Group, and then select a group from the field that appears.

   4. If you want to populate folders using document numbers, select Load Document Numbers, and then select a CSV file containing the document numbers.

   5. Click Create.

Also, you can also limit folder access when editing folder. Refer to Modify a folder for more information. In the Jobs Overview page and the JOBS page in Inspect or Review, when you select the Job Name that displays Folder, the Folder Information dialog box now shows Group Security. Group Security shows the names of the selected groups if you limit the folder access to one or more groups or shows None if there are no restrictions.

Transfer to Relativity update

When you perform Document Actions>Transfer job in Inspect or Review, in each of the Transfer pages, the system now displays the Relativity workspace name for your reference. (733199)

Bugs fixed in Release 3.9.5

The following bugs were resolved in this version.

Number	Title
872801	Production | Production Completed with error as "Cannot invoke "com.aspose.pdf.internal.ms.System.ly.ld()" because the return value of "com.aspose.pdf.internal.ms.System.ly.lI(Object)" is null"
880367	Export Download | Job fails while parsing date fields
890578	Report | Processing report blank due to source update
897322	Report | Running with updated custodian processing report not showing any result
897439	Processing | PST files with source selected as "M365 Outlook Calendar" are not being processed
897933	Transfer | Error "Could not get field Extracted Text_FileSize. File size should be ulong value." received during transfer
899897	Text Summarization | "JSONObject["Summary_Text"] not found." exception occurred in Schedular logs for text summarization sync flow
899556	O365 | Email Collection failed with error message: Increment count must be positive
900037	Transfer | Log specific error when RelOne credentials cannot be retrieved

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

Release Highlights

Release 3.9.4 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

• Tally, Sum, and Average. In the Document List, for the current document population, you can now perform tally, sum, and average calculations on field values This new feature provides advanced data analytics within Epiq Discovery.

• Container/Archive Document Exclusion. Using this new feature, you can now include top-level archive files as an Excluded Extension, which prevents the archive content from being extracted during processing.

• Configurable Maximum Extracted Text Size. You can now adjust the maximum size of long text fields (such as Extracted Text, Track Changes, Comments) to reduce load on OpenSearch when processing large text documents.

• Desktop Client improvements:

  • Security. Upgraded Java to provide you with the latest Java security updates and bug fixes. Full download and installation of Desktop Client is required.

  • Loading. Improved the ability to keep the entire family of a document together.

• Filter Performance Improvements. Filters, both with and without terms, were optimized in this release, increasing efficiency while also increasing stability.

• Transfer to Relativity. You can once again transfer files to RelativityOne.

Enhancements in Release 3.9.4

This release contains the following enhancements and updates.

General

Data Overview page pagination updates

Updated the Data Overview page to return 50 jobs per page. Also, implemented pagination in the project page to return 50 jobs per page. Use the pagination tools at the bottom of the page to go to the first, previous, next, or last page. (806995)

Processing

Archive file processing update

You can now include top-level archive files as an Excluded Extension, which prevents the archive content from being extracted. To do so, before processing, add the archive extension in Project Settings>Processing Settings>Excluded File Extensions. During processing, the system does not extract any files from the archive file. After processing, you can view only the archive file (parent document) in Inspect, and the Document State field of this file displays Excluded Extension. You cannot promote these files. (875006)

Analyze

Enhanced Filter job

Filters, both with and without terms, were optimized in this release, increasing efficiency while also increasing stability. To achieve this, made the following changes. (877132, 877154, 877285, 994923, 884927, 884928)

• Since Epiq shifted focus towards rerunning the filter job within the current document population, which might have changed since the filter previously ran, the Run Modified Keyword button is no longer available in >Keywords panel in Inspect and Review.

• When you rerun a filter job, the system creates a new filter job with the existing job name.

Filter Jobs update

Now, when you delete a filter job, the system removes the filter job name from the following document fields.

• KeywordHits

• KeywordHits Unique

The removed filter job no longer appears elsewhere in the product, including in the Search Builder. Also, you can use the deleted filter name when creating a filter. (699081)

Near Dupe update

Previously, when you promote documents, near duplication process only considered parent documents, excluding attachments and child documents from the analysis.

Now, when you promote documents, the near duplication process includes full document families. The system considers child documents and non-email attachments when calculating near duplicate groups, assigning appropriate near dupe IDs. (407473)

Inspect/Review

Document List: View tally, sum, or average of a field value

In the Document List, for the current document population, you can now view the number of documents coded with a specific field value, the sum of the values of a specific field, and the average of the values of a specific field. (313118, 815327, 863327, 853574, 868328)

You can view the sum or average of the integer or float fields. You can view the tally of the fields, except the long text fields, date fields, and the following fields.

Annotation	Begin Attach	End Attach
All Custodian	Begin Bates	Parent Bates
Attachment File Name	Child Bates	Parent Duplicate ID
Attachment Range	Duration (Seconds)	Transfer Job

You can download the Tally report and view the values in a CSV file.

• To view the tally, sum, or average of a field value, refer to View tally, sum, or average of a field value.

• To view the Tally Report job details, refer to View Tally Report job details.

Added the ability to transfer files to RelativityOne

You can now transfer files to RelativityOne. The procedure to transfer files to RelativityOne is similar to Transfer to Relativity using Relativity Server. However, due to the RelativityOne limitation, Epiq Discovery does not support the transfer of image files other than single-page TIFF (Group IV) and JPG files to RelativityOne. (783439)

Premium Feature updates

Added a confirmation checkbox for Billable Premium Features in Document Actions in Inspect and Review. When using Summarize, Translate, or Transcribe from Document Actions, you can now view the current usage for the current month.

Additional messaging in the AI Text Summarization window now conveys that the usage is billable, as shown in the following figure. (860588)

Text Summarization updates

Now, when you perform AI Text Summarization on documents larger than 450 KB (approximately 450,000 characters), the system skips the document, reporting this in the job details. If this occurs, a message explaining the skip, displays in the AI Text Summarization window and in the Text Summarization field. (862490)

Updated the Text Summarization job details page with the following information. (845268)

Skipped Documents	The number of documents excluded from summarization.
Summary Type	The format in which the summary was displayed.
Summary Length	The length of the summary.
Overwrite Summaries	Indicates whether existing summaries should be replaced.

Administration

Project Reports Updates

Added a new Report Type called Summary Exception Report. This report shows only documents skipped due to exceeding 450KB (approximately 450,000 characters). You can create a summary exception report and then view the report in excel with the following columns.

• Document Number

• Job ID

• Exception

Create Summary Exception Report

Perform the following procedure to create Summary Exception Report.

1. In the Project page, click and then select PROJECT REPORT.

2. In the Project Report dialog box, select a report from the list.

3. In Report Type, select Summary Exception Report.

4. Click Create.

After running a project report for a Summary Exception Report, you can view information about the report job. To view Summary Exception Report job details, refer to View Summary Exception Report job details.

Adjust the maximum text size of long text fields

You can now adjust the maximum size of long text fields as needed to alleviate issues when processing large text documents. To modify the maximum text size of a long text field, perform the following procedure.

1. In the Home page, click and then select PROJECT SETTINGS.

2. In the PROJECT SETTINGS tab, under Processing Settings, specify the maximum text size in Text Extraction Size.

3. Click Save.

If the text size of a long text field exceeds the specified value, the system truncates the text and then codes the Exception field. For example, when the Extracted Text field is truncated, the Exception field shows Extracted Text Truncated Due to size. (862267, 845538)

Default and maximum text size

The table below shows the default text size of a long text field and the maximum text size you can specify for a long text field.

Environment	Maximum text size	Default size
Standard and basic	8 MB	8 MB
High performance and multi-tenant	75 MB	75 MB

Desktop Client

Loading: Improved the ability to keep the entire family of a document together

In Desktop Client Loading, we improved the ability to keep the entire family of a document together. We changed how worker fragments batch documents during loading to ensure the parent and child documents are accurately represented. (805558)

If the loading fails, the Desktop Client creates the following files. When this occurs, load the files again using these DAT files.

• dcfamfail_failed_<timestamp>.dat contains failed documents

  

• dcfamfail_family_mapping_<timestamp>.dat contains all the family documents with the Family Number and the Document Number

• dcfamfail_<identifier>.csv report contains information about the failed job

The format for the DAT file timestamp is yyyymmddhhmmssms, where time (hhmmssms) is in 24-hour format and includes milliseconds (ms) as well.

Java upgrade

To provide you with the latest security updates in Java, to run Desktop Client you must first download it from the web client and then install it. This allows Desktop Client to provide the appropriate Java version. This requirement is only needed for the 3.9.4 release to update Java, as subsequent releases after this should automatically update when launching Desktop Client. (655284)

To download and install Desktop Client, refer to the following topics.

• Install Desktop Client on Windows

• Download and Install Desktop Client on MacOS

Bugs fixed in Release 3.9.4

The following bugs were resolved in this version.

Number	Title
683434	Email address is trimmed after inviting the user.
716550	Transfer to Relativity | Transfer job fails with error "Error Downloading File\r\n" if authentication expires.
749891	Production fails on large page-count documents
796198	Processing | Processing and post processing failing due to extra 0kb file created.
801610	Promotion | Promotion job not in progress as fragments are not getting inserted.
822523	Production | Unable to find the submitted Production job in the Jobs Overview page and the JOBS page in Review.
857698	Unable to create any project reports or load the Search Builder after running filter jobs that return a large number of search hits.
876876	Keyword Panel | Filter job with special characters and no hits has incorrect search build when clicking the total.
877758	M365 OneDrive Collection Fails with GraphServiceException | Error code: itemNotFound.
882409	Mobile Collection | Collection fails when instant messages do not have 'Source'.
882788	Mobile Collection | Collection job fails whenever there are unexpected empty strings in the filePaths in FragmentSettings.
890563	Transcription and Translation | Settings for existing projects get changed across all clients according to the settings in the newly created client.

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

Release Highlights

Release 3.9.3 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

• Viewer enhancement. In Inspect and Review, you can now set the maximum document size that you can view in the native viewer.

• Document List. In Inspect and Review, you can now modify the number of documents displayed per page.

• Transfer to Relativity. Enhanced the Transfer to Relativity job performance by improving the handling of any job fragment that runs for more than 2 hours.

Enhancements in Release 3.9.3

This release contains the following enhancements and updates.

General

Retention of ability to retry jobs

In the JOBS and Jobs Overview pages, you can view the status of jobs, including failed jobs. As of this release, when displayed, the Retry icon for a failed job is available for up to 30 days. (829244)

Job page pagination updates

Updated the Jobs Overview page to return 50 jobs per page. This page previously returned 100 jobs per page. Also, implemented pagination in the following pages to return 50 jobs per page. Use the pagination tools at the bottom of the page to go to the first, previous, next, or last page. (406594, 838598)

• JOBS page in Inspect or Review

  

• JOBS page for Projects

  

To search for a particular job in the JOBS page in Inspect and Review, Cross Projects Job page, and Jobs Overview page, hover the mouse on a column header so the filter icon appears, shown in the following figure. Then, select the icon and choose how to filter to find the job you need. (874954)

Inspect/Review

Document List: Modify document per page

In Document List, added the ability to modify the number of documents displayed per page. To modify the documents to display per page, at the bottom of the Document List, select a number from Documents per page. The higher the number, the more time it might take to display.

By default, the Document List displays 50 documents per page. When you select a number from Documents per page, the system applies the setting to Inspect and Review.

When you change the document per page in a project, the setting is cached and applies to all projects, including new projects, until you change it or clear the browser cache. Clearing the browser cache resets the default to displaying 50 documents per page. (750011, 758500)

Transfer to Relativity update

Enhanced the Transfer to Relativity job performance by improving the handling of any job fragment that runs for more than 2 hours. The system skips the job fragment that runs for more than 2 hours. If this occurs, the system cancels the transfer of the files associated with the skipped fragment and then continues and completes the transfer of other files. To view any skipped documents after the job completes, view the job in the Jobs page and download the Failed Transfer report. (773392)

Administration

Document List: Set the maximum document size for native viewer

You can now 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. This feature applies only to the native viewer and does not affect the text or image viewers. It is also not applicable to Audio or Video files. (436806)

Modify the Maximum document size for natives in the Viewer

To change the maximum document size from the default, perform the following procedure.

1. In the Home page, click and then select PROJECT SETTINGS.

2. In the PROJECT SETTINGS tab, in the Document List Settings>Maximum Document Size to Load in Viewer field, enter a value between 10 and 250 MB.

3. Click Save.

When a native exceeds the maximum size for the Viewer

In the Document List, when you view a document whose size exceeds the specified maximum value, the viewer displays a message indicating that the document is too large to display. In this case, if you want to view the document, click to download the file and view it locally.

Default maximum document size for natives in new projects

When creating a new project, including when you copy an existing project, the system sets the maximum document size setting to the default value of 50 MB.

Desktop Client

Loading update

Desktop Client loading now supports date values earlier than 1970. (843873)

Bugs fixed in Release 3.9.3

The following bugs were resolved in this version.

Number	Title
573614	Loading | Data Name for a partially failed loading job is not displayed in Search Builder
680642	Processing | Incorrect extraction from Word document for bitmap
771458	Production | Downloading produced children incorrectly named using the parent bates number
777407	When the document is redacted and moved to next page, empty page with a scrolling symbol is visible
782349	Near Dupe and Threading Job completed with error: "The fragment timed out returning a failed app result"
798979	Redactions | Not being retained on creation in undocked and docked viewer
818008	Redaction | Manual redaction 'Filled Rectangle' is not saved in an oversized PDF
820147	Autoload to Relativity | Large native files are failing to import documents into Relativity with the error 'An unexpected error has occurred retrieving document metadata.'
830840	Mobile Collection | Fragment timed out while mobile collection for the XML file
833497	Imaging | Cutoffs for Speaker notes when comments are ON and view as Both
837634	DataHub | Documents are missing in the Images folder when downloading Production from DataHub
844897	Collection | Mobile Collection error logs show messages that do not have timestamps.
845046	Search Hit Report | For an existing filter job that had no previous keywords, using Refresh Filter in the Keywords panel could result in the Search Hit Report displaying a row without a search term.
845906	Collection | Mobile Collection error logs show error occurred during proxy main - No value specified for parameter
848599	Search Builder does not load quickly if there are large number of filter jobs.
850658	Viewer | Production Image should be downloaded with begin bates
852200	Document List | CTRL + [arrow key] shortcut to navigate between documents is not working
852744	Client | Unable to change client name when a project is in Archive or Deletion state
855474	Imaging | Images of .pptx files in widescreen format are cutoff
855943	Export Original Images | In the OPT file downloaded from DC client, the order of page numbers for multipage documents not in ascending order if the OPT is exported to a Network Drive folder.
856527	Filter job | Fixed an issue where, when you rerun an existing filter job with keyword modifications using Refresh Filter in the Keywords panel, the previous search hits are not cleared. Therefore, searching on the Filter job does not return the correct documents.
858363	Fixed an issue where the system could fail to show an error message when a Filter job fails.
858686	M365 | Collection | Collection job fails with error " Error executing the request"
858876	Loading | Data Name for a Completed with error loading job is not displayed in Search Builder
860332	Production Deletion | Deletion job not completing successfully
860490	Desktop Client | Create Custodian | Display Disallowed Characters Message Consistently with Web
864012	Search Builder | Search Builder does not load when the field name starts with '_' and has no choices
865848	Search Builder | Search Builder Stuck on Loading Bar when filter is created with special character
867822	Reprocessing | Deduplication job sometimes does not finish while Post Processing job finishes
868085	Search | Display Name in Search Builder is translated into Searchable Name in search bar
868495	Loading | Failed to upload document Native files when the same file name is loaded with a different document number
869326	Production Export | portfolio PDF | More images in the export than expected and more lines in the OPT than expected
869387	Search |Search builder | User created field names are not searchable throws syntax error "Cannot Parse the syntax. Check the syntax guide and modify your search"
873951	Review | Coding form - Custom date field cannot populate and save /save next in the undocked viewer

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

Release Highlights

Release 3.9.2 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

• AI Text Summarization. Epiq Discovery's AI Text Summarization feature harnesses the power of AI to provide you with immediate insights that can streamline and assist decision-making. Using AI Text Summarization, you can summarize a document on the fly by specifying the type of information needed, such as key points or a paragraph and the length of the summary. You can also create summaries for selected documents using the Summarize Document Action. This release provides the AI Text Summarization feature in a controlled introduction phase. As such, this feature is only available for US customers at this time.

• Random sampling. The new Random Sampling feature enables you to gather a random sample of documents in the Document List. You can specify the number of documents to include in the sample or a percentage of the total number of documents in the Document List.

Enhancements in Release 3.9.2

This release contains the following enhancements and updates.

General

Search updates

Expanded support in complex field searches

Provided the ability to run a term that contains proximities, wildcards, or a combination, separated by a logical operator (AND or OR) within field criteria. For example, the following syntax now resolves as expected. (364641)

Examples

From(Bert* OR Meyer*)

Extracted_Text(Ber? AND Mey?rs)

Extracted_Text((Bert W/2 Meyers) OR (Joy W/2 Werner) OR (Historical W/2 Caps))

Extracted_Text(colst* W/2 units) OR Extracted_Text("El Paso" W/10 P?M) OR Extracted_Text(Tania W/3 Trent) OR Extracted_Text(Enpower W/5 Confir*)

Proximity search update

Updated the expansion of the following nested proximity search strings when using Search in Inspect or Review, and Keywords in Analyze>Filter or Keyword Management. Now, when the following examples are expanded, they evaluate as expected.

Examples

formula W/3 (dosage W/5 standard OR guideline) from (dosage W/5 standard) AND (formula W/3 ((dosage AND standard) OR guideline)) to (dosage W/5 standard) AND (formula W/3 (dosage AND standard)) OR (formula W/3 guideline)

formula W/3 (dosage W/5 standard AND guideline) from (dosage W/5 standard) AND (formula W/3 ((dosage AND standard) AND guideline)) to (dosage W/5 standard) AND (formula W/3 (dosage AND standard)) AND (formula W/3 guideline)

Also, the system now supports complex nested proximity searches using multiple parentheses groupings and logical operators, as shown in the following example. (834890)

Example

((Term 1 OR Term 2) AND (Term 3 OR Term 4)) W/6 (Term 5 OR (Term 6 W/9 Term 7) OR Term 8 OR (Term 9 W/11 Term 10))

Jobs Overview page update

Implemented pagination in the Jobs Overview page so that it now only returns 100 jobs per page. Use the pagination tools at the bottom of the page to go to the first, previous, next, or last page. (767934)

Analyze

Privilege Detection update

Now, the Privilege Detector identifies only the emails from a carefully curated global list of law firm domains as Potentially Privileged. (840026)

Inspect/Review

Added the ability to perform random sampling

Using random sampling, you can now generate a sample document set from a specific document population in the Document List. You can use that sample to gain insight into the document population. You can create a sample document set by specifying the number of documents to include in the sample or by providing a percentage of the population.

Once run, the sample appears in the Document List until you clear it. If you want to keep the sample set, tag the documents specifically or move the document sample to a folder. Due to the nature of it being a random sample, you cannot change it using search or the View or Sort by options. (725899)

To generate a sample document set, refer to Generate a sample document set.

Document Actions: Premium feature update

Now, in Document Actions, if Transcribe, Translate, or Summarize displays a lock, it is not enabled. To enable these features, which are billable, contact your Epiq Administrator. (839549, 838054)

New AI Text Summarization feature

Epiq Discovery's AI Text Summarization feature harnesses the power of AI to provide you with immediate insights that can streamline and assist decision-making. Using AI Text Summarization, you can summarize a document on the fly by specifying the type of information needed, such as key points or a paragraph and the length of the summary

In addition to creating on the fly summaries, as Litigation Support or higher role, you can select a set of documents and then use the Summarize Document Action to summarize them in bulk. Use the bulk summary feature to significantly reduce the time and effort needed to support lengthy documents during Review. For example, a Review Manager could select large documents in a review set and bulk summarize them. This feature can save time and expense by providing Reviewers with summarized information that they can digest, understand, and tag documents with more efficiency.

Documents you summarize must contain an Extracted Text format, created during Epiq Discovery’s Processing module. Your System Administrator at Epiq provides access to the AI Text Summarization feature. This release provides the AI Text Summarization feature in a controlled introduction phase. As such, this feature is only available for US customers at this time.

• For more information about this feature, refer to About AI Text Summarization.

• To summarize a document in the Viewer, refer to Summarize a document.

• To bulk summarize documents, refer to Bulk summarize documents.

• To export summarized text to CSV, refer toExport document metadata in Inspect.

Document bulk deletion update

Now, when bulk deleting documents, if the system fails to delete some of the selected documents, a retry icon is shown for the Deletion job. After retrying a third time, if the document deletion is not successful, the system completes the job with errors. (828952)

Search Builder Performance Update

In previous releases, Search Builder refreshed data each time it was selected within Inspect or Review, which impacted the ability to quickly load and use Search Builder. To increase performance, now Search Builder refreshes data when you select Inspect or Review. While you remain in Inspect or Review, to get the last updates for fields or values, click Refresh Values . For example, if you open Review and then create a folder or a co-worker creates a folder, click Refresh Values to see the new folder in Search Builder. (854254)

Bugs fixed in Release 3.9.2

The following bugs were resolved in this version.

Number	Title
674624	Production | Deletion of the production job takes longer than expected for 325k pages
740295	Production | Resolve PDF-related production issue by applying Aspose.PDF solution to every page instead of first page only
817706	Production | Resolve PDF-related production issue by removing code where previous function converted TIFF to PDF using Aspose
829063	Report | Search hit report issue with 'Not in Hosting' document count
829303	Search Builder | Searching Document state for DeNISTed but it shows NIST file
830905	Processing did not complete because metadata in memory was corrupted, fixed to avoid this occurrence
832070	Inspect | Multiple clicks on the next page arrow in the viewer can result in the document number refresh issue
833257	Loading | When Loading is the first job in a project, the Jobs Overview page does not show the Loading job until there is a Collection job in the project
834215	Inspect/Review | Undocked viewer, fields are not populated in document list
836633	Search: Search with family does not return the right number of documents
837002	Production | Resolve PDF production issue that occurred when producing JPGs as searchable PDFs
837113	Project Manager | Unable to send an invite to the user
839247	Production | Not able to delete a cancelled production job
844482	Review | Coding form - custom date field saves one day back at first attempt on a document

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

Release Highlights

Release 3.9.1 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

• Keywords panel. Added Keywords panel, which enables you to modify the keywords within a filter job and then rerun the filter job within one of the following data sets.

  • The document population in place when the filter originally ran.

  • The current document population, which might have changed since the filter previously ran.

• Calculate Unique Hits by filter job. This feature enables you to calculate unique hits for keywords to help streamline documents for review by isolating potentially over-inclusive keywords.

• Delete Production Job Information Box. Now, when you delete a production, you can view the status and details of the Delete Production job in the Jobs Overview page and the JOBS page in Review.

Enhancements in Release 3.9.1

This release contains the following enhancements and updates.

Process

Handling ZIPs with duplicate filenames that contain accented characters

When processing ZIP files, Epiq Discovery first utilizes 7-Zip to decompress the files. If filenames in the ZIP contain accented characters, 7-Zip cannot read them. When this occurs, Epiq Discovery then uses a secondary application, Unzip, to decompress the files. While Unzip can process accented characters, if it encounters duplicate filenames with those characters, it sends a prompt and waits for a response that cannot occur.

This release contains an update to bypass Unzip’s prompt. Now, if a ZIP file contains duplicate filenames with accented characters, Epiq Discovery appends a tilde (~) after the extension of the file. Duplicate filenames show an incremental number appended after the tilde: ã file.txt~, ã file.txt~1, ã file.txt~2, and so on. (843413)

Analyze

Calculate unique hits by filter job

Expanded the ability to calculate unique hits for keywords to help streamline documents for review by isolating potentially over-inclusive keywords. Now, you can calculate the unique hits for keywords each time you run a filter. (396559, 713149)

Enable Calculate Unique Hits

In ANALYZE>FILTER, when you create or update a filter template, in Template Info, under Keyword, select the Calculate Unique Hits option.

• When you create a filter template after 3.9.1, this checkbox is checked by default.

• For filter templates created before 3.9.1, this checkbox is unchecked by default.

When you run a filter job with keywords and Calculate Unique Hits selected, the following occurs.

• For any filtered document that has a unique hit from one of the keywords provided, the system populates the KeywordHits Unique - Filter job name with the unique keyword.

  • For example, suppose the filter keywords include Red and Green. When a filtered document contains only Red, the system populates the KeywordHits Unique - Filter job name field for that document with Red.

• For any filtered document has multiple hits from two or more keywords from the keyword list that you supplied, the system does not populate this field.

  • Using the same example, when a filtered document contains both Red and Green, the hit is not unique, and no further action occurs.

Show Unique Hits in Search Term Reports

In projects created in 3.9.1 or later, use the Search Term Report to view the unique hits.

To view this report, perform the following steps.

1. In Inspect or Review, click at the top of the page, and select REPORT.

2. In the Search Term Report dialog box, under Search Term, select the Calculate Unique Hits option.

3. In the Search Term field, type one or more terms.

4. Click Create.

Updates to the Search Hit Report

For any Search Hit Reports run after 3.9.1 is released, streamlined the column names in the Search Term Report for clarity. The following figure shows the updated Search Hit Report detail. (386057, 811983)

The following figure shows the updated Search Hit Report Glossary.

Inspect/Review

Modify Keywords in Inspect or Review

Using the new Keywords feature, you can now rerun an existing filter job with keyword modifications in INSPECT or REVIEW. Now, you can add, remove, or edit the keywords within a filter job. After adding, modifying, or removing keywords, you can choose to rerun a filter job within one of the following data sets.

• The document population in place when the filter originally ran.

• The current document population, which might have changed since the filter previously ran.

To open the Keywords panel in Inspect or Review, on the left pane, select Keywords .

• For more information about the Keywords panel, refer to About updating filter jobs.

• To rerun the filter job with modified keywords, refer to Update a filter job.

Search Builder KeywordHits Unique field

In Search Builder, for Filter jobs created in 3.9.1 or later, you can search for documents using KeywordHits Unique - Filter job name. Note that Filter job name represents the actual name of the job. This field appears in Search Builder if there are keyword unique hits when you create or rerun a filter job. Refer to the Analyze section of this document for more information this field. (396559, 713149)

To find documents with this field populated with a specific keyword, select KeywordHits Unique field for the specific filter job, and then select the keyword.

Previously, keyword search hits were available in the Keyword Hits field. Now, this field is more flexible by identifying the filter.

With the introduction of the KeywordHits Unique – Filter job name field, if your project has a large number of filter jobs defined (for example, 200 or more filter jobs), you might experience a delay between the time when the spinner appears after Search Builder is selected and when Search Builder opens. This occurs because the system loads the filter job information before displaying.

Document List updates

Previously, it was not clear when the Document List page had completed loading. While it was still loading, you could click the arrow to advance to the next page, but the page did not advance as expected. Now, when the Document List page completes loading, the next page arrow changes from gray (not yet available) to black (enabled, as shown in the following figure) to indicate when you can click it to advance to the next page. (832190)

Production

Now, when you delete a production, you can view the status and details of the Delete Production job in the Jobs Overview page and the JOBS page in Review. The Delete Production job displays the following information. (820223)

Submitted By	The user who submitted the job.
Submitted Date	The date the job was submitted.
Production Name	Name of the production.
Document Count	Number of documents produced.
Page Count	Number of pages.
Bates Begin	Begin Bates number.
Bates End	End Bates number.
Date Produced	Production created date.
Produced By	The user who submitted the job.
Job Id	Job identification number.

Bugs fixed in Release 3.9.1

The following bugs were resolved in this version.

Number	Title
674624	Production | Deletion of the production job takes longer than expected for 325k pages
740295	Production | Production is failing with error 'class com.aspose.pdf.internal.l7t.l1v cannot be cast to class com.aspose.pdf.internal.l7t.ly'
817706	Production | Production Job failed with errors "Cannot read the array length because "<local2>" is null"
829063	Report | Search hit report issue with 'Not in Hosting' document count
829303	Search Builder | Searching Document state for DeNISTed but it shows NIST file.
832070	Inspect | Document Showing up on UI are not in sync with page number when users click the next page (icon)
834215	Inspect/Review | Undocked viewer, fields are not populated in document list
836633	Search: Search with family does not return the right number of documents
837002	Production | Searchable PDF | Production failing when an image is not available
837113	Project Manager | Unable to send an invite to the user
839086	Microsoft 365 Collection | In Select Microsoft Accounts to Collect, all accounts might not properly appear
840427	Search | New keyword search tab displaying hits on "1" and "2" from "term 1" language in keyword hit field

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

Release Highlights

Release 3.9 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

• Privilege Detection. The new Privilege Detector feature assists Review teams in identifying Potentially Privileged email documents.

• Improvements in Bates Number Searches. In projects created in Epiq Discovery, release 3.9 or higher, improved how to search for documents based on Bates Numbers by adding the ability to supply wildcards for Bates numbers and to search for Bates number prefixes, suffixes, and ranges. Also, added new production fields, and you can sort the Document List using these fields.

• Download exports from DataHub. Now, in addition to Desktop Client, you can export documents, images, and productions directly to DataHub. Then, you can download directly from DataHub, without the need to open Desktop Client.

• Modify Custodian Metadata. In the Modify Document Action, you can now modify the Custodian field.

• Manage Redaction Labels. In Project Settings, Project Managers can now add to or delete from the redaction labels that appear when manually applying redactions to documents in Review and Inspect.

• Search Highlight Improvements. Highlight colors set via Project Settings, under Review>Highlight now appear on documents when viewing Native and Image formats.

Enhancements in Release 3.9

This release contains the following enhancements and updates.

Inspect/Review

Jobs page update

Updated the Review and Inspect JOBS page so that you can view the job information for the following jobs. These jobs previously only appeared in Jobs Overview. (419678)

Job Name	Inspect or Review
Conceal	Review only
Delete	Both
Entity Identification	Inspect only
Export	Both
Folder	Both
Image	Both
Modify	Both
Near Dupe and Threading	Inspect only
OCR	Both
PII/PHI Detection	Inspect only
Production	Review only
Project reports	Both
Promote	Inspect only
Redact	Review only
Tag	Both
Transcribe	Both
Transfer	Both

Added new fields in Metadata

In projects created in Epiq Discovery, release 3.9 or higher, added the following multiple value production fields. When you produce a document with different bates numbers in different productions, this field reflects those bates numbers. You can sort the Document List using these fields. (786152)

• Begin Attach

• Begin Bates

• End Attach

• End Bates

Search updates

In projects created in Epiq Discovery, release 3.9 or higher, added the following search enhancements to search for the produced documents. (421093)

• Support wildcard searching on Bates numbers. Now, you can search for produced documents using wildcard search on Bates numbers in the Search box. For example, if the Begin Bates number of a document is VOL00009, then in the Search box, enter Begin_Bates(vol*9) to search for this document.

• New search options. Added the following fields to enable you to search for produced documents using the bates number range, prefix, or suffix.

  • Attach Prefix

  • Attach Suffix

  • Bates Prefix

  • Bates Range

  • Bates Suffix

Download exported documents from DataHub

Previously, documents, images, and productions you exported from Epiq Discovery could only be downloaded via Desktop Client. Now, in addition to Desktop Client, you can export documents, images, and productions directly to DataHub. Then, you can download directly from DataHub.

While DataHub enables you to download from Epiq Discovery, the following recommendations apply. We recommend using DataHub to download up to 60 GB of data. For data above that maximum, use Desktop Client instead. Similarly, when uploading to DataHub, we recommend uploading no more than 1 GB at a time. When you need to upload data that exceeds that maximum, use Desktop Client instead.

When exporting documents, you can now save the exported documents in DataHub by selecting Download From>DataHub checkbox that appears when you select one of the following actions in Document Actions>Export>Select Export Action.

• Export Documents

• Export Production

• Export Images

The system saves the exported documents in DataHub as a zip file by default. Using DataHub, you can only download one file at a time. This format enables you to download the export as a single, ZIP file from DataHub. If you want to download individual files from an export, you can save the documents as individual files in the export folder; uncheck the Export as Zip checkbox that appears when you select the DataHub checkbox.

When the Export job successfully completes, in the Outgoing folder of the DataHub project folder, the exported documents are available for you to download. (381797, 811941)

• To download documents, select a document, right-click, and then select Download.

• You can also delete documents or folders, as you do in the Incoming folder.

Privilege Detection

The new Privilege Detector feature assists Review teams in identifying Potentially Privileged email documents. When enabled and documents are promoted, the Privilege Detector automatically analyzes the domain present in the email header against a carefully curated global list of domains, which includes law firms and other privileged entities to determine whether it is Potentially Privileged.

To use this feature in new projects you create, contact the Client Success team to enable Privilege Detector.

You can search for documents using the Privilege Detection. This means you can search, export, load, use it in coding forms, and generate results with it. (791544, 795071)

Promote documents with Privilege Detector

When enabled, Privilege Detection identifies documents as Potentially Privileged automatically when you filter and then promote documents. This feature analyzes the domain present in the email header to determine whether it is Potentially Privileged.

• To promote documents, refer to Promote filtered documents.

• To view Privilege Detector job details, refer to View Privilege Detector job details.

View Potentially Privileged tag information

After promoting with Privilege Detector enabled in Review or Inspect, you can view whether the document is potentially privileged.

Perform the following procedure to view a Potentially Privileged tag information.

1. In the Project page, select REVIEW or ANALYZE>INSPECT.

2. Select the document.

3. To view Potentially Privileged document, use one of the following methods.

   • In the Docked Viewer, in the document pane, click .

     

   • In the Undocked Viewer, in the left pane, select Metadata.

     

Export Potentially Privileged metadata to CSV

After the Privilege Detector job successfully completed, as needed, you can export the document to CSV to check if it is potentially privileged.

• To export metadata to CSV, refer to Export document metadata.

Added the ability to search for Privilege Detection documents

Now, in Inspect or Review, you can filter the privilege detection documents using the Privilege Detection option.

• Refer to Search for Privilege Detection in Inspect for more information.

Manual redaction updates

In the Document Viewer, added the following manual redaction enhancements.

• When you redact a document using a custom reason, this reason will appear in the reasons menu, which you can select for further redactions. (327475)

• When you use a reason for redaction, the system will use this reason as the default option for further redactions. (327475)

• You can now make multiple redactions by single-clicking the Redact icon in the Toolbox for the Docked or Undocked Viewer or on the bottom of the page for the Docked Viewer. (732790)

Document Viewer: Search highlight improvements

You can now quickly view search highlights in documents when viewing the Native or Image in the Document Viewer. This improvement applies to the Docked Viewer and the Undocked Viewer. Highlights shown include those set via Project Settings(Default, Responsive Color, Privilege Color, and Global). (309937, 773365)

The following list shows how highlights now appear in documents viewed as Native or Image in the Document Viewer. Project Managers set all highlight colors for the project in Project Settings, under Review.

• Persistent highlights. Existing functionality for Responsive Color, Privilege Color, and Global, shows persistent highlights set for the project when you click the Content Search icon in the Toolbox while viewing Native or Image format.

  When you click that icon, persistent highlights appear in the new Content Search pane that appears to the right of the document, shown in the following figure. You can toggle between search terms in the Content Search pane.

  

  To hide the Content Search pane so you have more room to view the document in the viewer, click <<. To re-open the Content Search pane, click the Content Search icon in the Toolbox.

• Highlights from Search box. Now, the Default highlight appears when you search for documents by typing a term or phrase in the Search box at the top of the Inspect or Review page and then open a resulting document. You can also supply an asterisk at the beginning or end of a word, but other types of wildcard usage are not supported in highlights. For more information about search highlights, refer to Search highlights.

  The color of the default highlight is set in Project Settings>Review>Highlights>Default. In projects created in Epiq Discovery, release 3.9 or higher, the default color set for Default highlights is yellow, which was changed from light pink. The Search box appears in the following figure.

  

  To view Search box highlights, in the resulting Document List, select a document so it appears in the Viewer. In the Content Search pane, the term appears as a search, and in the document, the term appears highlighted.

• Search highlights within a document. Additionally, if you search for terms within a document while displaying it in Native or Image mode, that term will also appear with the Default highlight color.

  To do this, click the Content Search icon in the Toolbox and enter a term in the Content Search pane. Epiq Discovery highlights that term using the Default highlight color. In addition, the term you entered appears in the Content Search pane.

Added the ability to modify custodian

You can now modify the custodian name of a document using Document Actions>Modify>Modify Metadata>Create / Update or Replace action. When you update a custodian name, the system updates the custodian name for all the documents in the family and also updates the All Custodian and All Custodian Path fields. (324354)

Production

Download production from DataHub

Added the ability to download production from DataHub. When creating production, you can now save the production in DataHub by selecting the DataHub checkbox under Export Settings>Download From. The system saves the production in DataHub as a zip file by default. (If you want to download individual files from a production, you can save the documents as individual files in the production folder; uncheck the Export as Zip checkbox that appears when you select the DataHub checkbox.)

When the Production job successfully completes, in the Outgoing folder of the DataHub project folder, the production is available for you to download. (381797)

Administration

DataHub Updates

Added DataHub to project

Added Datahub to Home page> , where you can view the Outgoing and Incoming folders of the project. To access DataHub within a project, in the Home page, click and then select DATAHUB. (816712)

In the project page DataHub, Review Managers or higher roles can perform the following actions.

• In the Outgoing folder, you can download exported or produced documents if you save the documents to DataHub during production or export.

• In the Incoming folder, you can upload and download documents, as well as add, rename, or delete folders.

Added the ability to zip files

In the Incoming and Outgoing folders, you can now zip documents. (770264)

To zip the documents, perform the following procedure.

1. To select multiple documents in a folder, select a document, then hold Ctrl while selecting additional documents.

2. Right-click and then select Zip.

3. In the Zip Files dialogue box, click Zip. The system creates a zip file with the name of the first document in the selected document list. You can rename this zip file.

Added the ability to add or delete redaction labels

In Project Settings, Project Managers can now add or delete redaction labels used when manually applying a redaction on a document in Inspect or Review. When you add a redaction label in the Project Settings, the same label appears in the Reasons menu when manually redacting a document in Inspect or Review. The deletion of a redaction label does not affect existing redactions. (728093)

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

• Attorney Client Privilege

• Privacy Information

• Redacted. You cannot delete this label.

The following figure shows the default Redaction Labels settings.

The following figure shows the Reasons menu that appears when redacting an image file in Inspect or Review.

When creating a new project, you can copy the redaction label settings from an existing project.

To manage redaction labels, perform the following procedure.

1. In the Home page, click and then select PROJECT SETTINGS.

2. In the left pane, click REVIEW.

3. Select Redaction Labels.

4. Update the redaction labels as needed.

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

   • To delete a label, perform the following steps.

     1. Click on a label.

     2. Click Save.

Document list setting update

Now, you no longer need to limit the initial amount of documents to display in the Document List because of the improved Document List loading and pagination performance. Therefore, we removed the Initial Amount of Documents to Display option from >PROJECT SETTINGS>Document List Settings. (751647)

Bugs fixed in Release 3.9

The following bugs were resolved in this version.

Number	Title
780758	Processing | Culture ID: 15369 is not a supported culture for msg files
786797	Project Settings | Data overview is shown blank when custom source and documents associated is deleted.
792948	Inspect / Review | Search ignores characters prior to a space in Custodian last name
795235	Bulk Delete | Deletion job was not completing fully
799193	Folder | Loading jobs causing API out of memory
804370	Entity Identification | Entity Job getting timed out
806141	Coding Forms | FieldID does not always line up
810640	Doc Actions | Folder by Metadata - Filepath | Submitting a 10k job results in multiple opensearch errors
812187	Processing | Document StateID for NIST files are captured incorrectly
813227	Fields | Create Field |"FieldType" in "Select FieldType" is missing a space
816765	MHT files | Native viewer displays HTML code instead of email
817275	Image | Image of mail that contains tables inside is cut off
819296	Email Threading | Inclusive emails not identified correctly
821528	Autoload to Relativity: Job failed with error "Timeout has occurred retrieving document metadata."
822525	Custodian Creation | Project Settings | When custodians with similar names and with a space between characters in the first name is modified, we are allowed to save changes, causing duplicative custodian values to appear in the custodian list
822697	Project Field | Able to create deleted field
825585	Autoload to Relativity: Retrying transfer job blocking other transfer job
829161	Promotion | Job completed but not all documents are promoted (to track the promotion issue)
830739	Document List | Document List not refreshing after time-out
831469	Promotion | Job Popup - Document promoted and documents already promoted count is same
832375	Project Settings | Error reported when starting to restore an archived project

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

Release Highlights

Release 3.8.3 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

• In the Document List, we changed the Epiq Discovery paging process to make it more efficient. This update significantly improves speed and performance when loading documents into the Document List and in displaying search results, particularly in large projects. Due to this new pagination implementation, paging in the Document List now allows you to go to the next page, previous page, and first page in the list of documents.

• We improved the performance of Document Actions that in previous versions validated data before submitting the job. Now, all validations take place after you submit the job, which significantly improves the speed of the job. Once completed, you can select the job name in the Jobs page to see the number of Submitted Documents and Skipped Documents (due to validation issues), if any.

• When automatically redacting documents using the Redact Document Action, note that custom text strings are no longer case-sensitive. Additional updates to this Document Action include the following Common Data Types.

  • Bank account numbers (US and UK)

  • Passport numbers (US and UK)

  • National insurance numbers (US)

  • ITIN (US)

• Using Desktop Client, you can now upload to and download files from the Epiq Discovery repository, which is now renamed to DataHub.

Enhancements in Release 3.8.3

This release contains the following enhancements and updates.

Inspect/Review

Enhanced Document Action performance

Significantly improved the speed and efficiency of all Document Actions. To improve the speed, all data validation now occurs after clicking the Submit button in a Document Action.

To view validation information about a completed Document Action, go to the Jobs page and click the job that was completed.

Now, Epiq Discovery does not validate the selected documents for appropriateness before you submit a Document Action. Instead, the system performs the validation in the backend in order to complete the job quickly and efficiently. To view information about the job and validation, click a completed job in the Jobs Overview page.

The job shows Selected Documents, which is the number of documents you selected for the Document Action. When the system cannot perform the Document Action on some of the selected documents, the Job Information dialog box shows the number of Skipped Documents and provides a description of why documents were skipped.

These updates are applicable to the following Document Actions:

• Reprocess Bloomberg or Microsoft 365 ICS documents

• Image

• OCR

• Export Production or Images

• Folder by metadata

• Modify Metadata>Rename Document Number

• Transcribe

• Auto redact

• Translate

• Delete

We recommend filtering the documents using the appropriate search criteria in Search Builder before you perform a Document Action. (794999, 773522, 780335, 780367, 780490, 780536, 790858, 792939, 793882, 794996, 794997, 795225, 797511, 798047, 798365, 798366, 798368, 803611)

Document List updates

Changes to the Document List pagination method significantly improved the speed and performance of the Document List. As a result of the pagination changes, you can now go to the next page, previous page, and first page. However, due to the point in time pagination method, you can no longer click an icon to go to the final page or specify a specific page to go to in the Document List. (747579)

Folder update

Now, when adding documents to folders using Folder by Metadata>File Path, you can specify subfolder levels in the Maximum Folder Depth field. There is no maximum folder depth limit, however the folder action will take more time to complete when specifying a larger amount. When foldering by File Path, we suggest supplying a maximum folder depth to limit the number of folders that could be added based on your document population. (796091)

As part of this enhancement, the Folder Job Information dialog box contains the following changes. (794840)

• Changed the label Number of Documents to Selected Documents, which shows the number of documents selected.

• Added Folders Created, which shows the number of folders created when you add documents to folders using Folder by Metadata option. This field shows “N/A” when you perform the other folder actions.

Auto redaction updates

Now, the auto-redaction using the custom text strings is case-insensitive. Also, added the following data types under Common Data Types to redact in the selected documents. (775373, 783609)

• Bank Account Number (UK). When you select this checkbox, the system finds and redacts UK bank account numbers, which typically contain eight numbers without any separator.

• Bank Account Number (US). When you select this checkbox, the system finds and redacts US bank account numbers, which typically contain 5 to 17 numbers without any separator.

• National Insurance Number (UK). When you select this checkbox, the system finds and redacts UK national insurance numbers, which contain two prefix letters, six numbers, and one suffix letter in the following patterns.
  xx xxxxxx x
  xxxxxxxxx
  xx xx xx xx x
  

• Passport Number (UK). When you select this checkbox, the system finds and redacts UK passport numbers, which contain nine numbers without any separator.

• Passport Number (US). When you select this checkbox, the system finds and redacts US passport numbers, which contain either nine numbers or one prefix letter and eight numbers without any separator.

• ITIN (US). When you select this checkbox, the system finds and redacts individual taxpayer identification numbers where numbers match the following pattern, using hyphens or spaces as separators.
  9xx-xx-xxxx
  9xx xx xxxx

Production

Production creation updates

Added the following production creation enhancements. (796548)

• In REVIEW>: When you select Document Number or File Name in >Document Stamping>Stamp By, the system disables the ability to add prefix.

• In COLLECTION using Automatic Processing: When you select Document Number or File Name in Process Automation>Produce>Stamp By, the system disables the ability to add prefix and populate the bate number.

Desktop Client

Added the ability to upload or download files from DataHub

As of this release, we renamed Epiq Discovery Repository to DataHub to avoid confusion with industry standard terminology.(788311)

This release provides the ability to upload files to and download files from DataHub. As an Epiq Discovery Client Administrator, you can now upload Cellebrite output from the Desktop Client to stage the files for collection in the web client. In addition, this capability prepares DataHub for upload and download features that will be provided in future releases. (783146, 770291)

You can upload files from your local machine to DataHub. For example, you can load mobile chat information to the DataHub for collection. To upload files to DataHub, go to .

1. In the Action page, click DATAHUB.

2. Select Upload to DataHub.

3. Click Next.

4. In UPLOAD TO DATAHUB, perform the following steps.

   1. In LOCAL FILES/FOLDERS, click Browse to navigate to and select the files or folders to upload, and then click Open.

   2. In UPLOAD PATH, click Browse and navigate to and select a folder in DataHub, and then click SELECT. You can upload the files or folders containing files to the Incoming folder of the project.

   3. Click Upload.

5. You can view the uploaded files in DATAHUB in Epiq Discovery.

To download files from DataHub, perform the following actions.

1. In the Action page, click DATAHUB.

2. Select Download from DataHub.

3. Click Next.

4. In DOWNLOAD FROM DATAHUB, perform the following steps.

   1. In DATAHUB FILES/FOLDERS, click Browse, navigate to, and select the files or folders containing files in DataHub, and then click SELECT. You can download files or folders from the Incoming and Outgoing folders of the project.

   2. In LOCAL PATH, click Browse, navigate to where you want to place the files or folders containing files, and then click Open.

   3. Click Download.

   Website collection update

   Removed the WEBSITE option from the Desktop Client Action page. Instead, collect website data using the Epiq Discovery web client. (770291)

Bugs fixed in Release 3.8.3

The following bugs were resolved in this version.

Number	Description
771644	Custodian | Should not be able to save the duplicate custodian in Project Settings>Custodian when edited.
794095	Productions | Changing the color setting in a template results in incorrect informational overview
796970	Folder | Getting an error when removing files from a folder
797875	Processing Report | Parent Duplicate Id is not updated in OpenSearch while Processing/Dedupe jobs are running in parallel
799497	Document Actions | Folder | Unable to folder documents using Folder by Metadata>File Path if the folder name contains more than 50 characters
802744, 802745, 802746	Email collection | Microsoft 365 | Fixed an issue where authentication token could expire before collection job completed.
804747	Reprocess | Fixed skeleton record issue with loaded documents (with and without natives)
805306	Parent Duplicate ID | Not populated correctly when multiple processing/dedupe jobs are running in parallel
810243	Desktop Client Loading | Exception occurred while uploading multipart file
812968	Processing | PDF Document Properties field is coded as 'Comment' only for 'Add Text comment' and 'Add Text Box comment' and not coded for the other types of comments
813587	Transfer | Transfer job getting failed for large size text files
814693	Folder | OpenSearch has a limitation of 2 GB of text and is causing issues when foldering
814962	Move to Relativity | Document didn't transfer but transfer job completed without errors
815028	Processing | Document is not created for item extracted from PST
815331	Search Hit Report | Incorrect cell formatting on calculation in the Search Hit Report
817466	Doc Actions | Bulk Tagging is showing an error in REST API
820412	Analyze | Temporarily disabled the Word Index feature due to HTTP 417 code errors returned in some projects

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

Enhancements in Release 3.8.2

This release contains the following enhancements and updates.

Process

Mobile data processing update

The system now provides additional information to easily identify the participants when processing chat and instant messages. In addition to the participant's name, Epiq Discovery now displays the phone number or chat-ID, as shown in the following examples. This information appears in the Document Viewer and in the document's metadata, under Participants. (804476)

Examples:

• With chat ID: Miguel <9131111111@s.whatsapp.net>

• With mobile number: Mia <9139999999>

Inspect/Review

Saved searches and assignments

Previously, deleting a saved search that was associated with an assignment could inadvertently remove assignments. Now, it is no longer possible to delete a saved search when it is associated with an assignment.

When you click the Delete icon for a saved search that is used in an assignment, Epiq Discovery displays a message explaining that the search is in use and disables the ability to delete it. (775041)

Coding Form enhancements

In this release, coding form enhancements include displaying the number of documents tagged with each field or field value, a new Default Coding Form, and usability updates.

Viewing the tag summary

Now, you can view the summary of tagged documents, including the number of documents tagged with each field or field value in a Coding Form. (747152)

To view the summary of tagged documents, refer to View summary of tagged documents for more information.

Default Coding Form

Now, for your convenience, when you create a project in 3.8 or higher, you will notice that a Default Coding Form is provided. As needed, you can tag documents with the fields and values in the Default Coding Form, just as you can with coding forms you create. Review Managers or higher roles can edit or delete the Default Coding Form as needed. (745451)

The Default Coding form contains the fields in the following figure.

Coding Form usability: Undocked single viewer

In the undocked single viewer, in the expanded Coding Form, moved the Coding Form dropdown field and action buttons out of the vertical scroll so that they are always available. (781610)

Excel imaging update

In Document Actions>Image, for all Excel files except CSV, added the ability to auto-adjust the size of the cells to fit all columns on one page. To enable this function, when imaging the Excel files, in the Image template, select the Fit All Columns on One Page checkbox under EXCEL Setting>Scaling. (757395)

Quick Tags in Review

For projects created in version 3.8 or higher, you can now view six Quick Tags in the Document List in Review. These six tags enable you to quickly scan whether fields are tagged, or not tagged, directly from the Document List.

You can customize the field values that each of these Quick Tags represents in PROJECT SETTINGS>FIELDS. Then, in PROJECT SETTINGS>REVIEW>Quick Tags, Project Managers, or higher roles, set the Quick Tag fields and values, as shown in the following figure.

When doing so, note that the first letter of the value appears in the Quick Tag icon. For example, if you add a value to the Issues field as "Flag" in PROJECT SETTINGS>FIELDS and then in PROJECT SETTINGS>REVIEW, in Quick Tags select that field and value to a Quick Tag, the icon shows an "F" to represent the Flag value. In addition, hovering over the icon displays the value, which in this example is "Flag”. (795431, 746741, 803541)

The following table shows default quick tags in a selected state.

Icon	Description
	Responsive
	Not Responsive
	Attorney Client Privilege
	Work Product Doctrine
	Confidential
	Issue Code 1

Note: The system cannot show default quick tags if the related default coding fields are not available in the project.

Related topics:

• To set Quick Tags, refer to Modify review settings and highlights for more information.

• To apply Quick Tags, refer to Apply Quick Tags for more information.

After defining a quick tag, you cannot delete the field or value. To do so, you must first disable the quick tag.

Bulk tag documents

For projects created in version 3.8 or higher, you can bulk tag documents by adding or removing values from fields listed in a coding form. Any coding form is applicable, including the new Default Coding Form. The following figure shows the Tag button in Document Actions.

You can also view the bulk tagging details in the Audit History Report. (753508, 798051, 798064, 798050)

To bulk tag documents, refer to Bulk tag documents for more information.

Administration

Set the zip encoding method

Added the ability to choose the zip encoding method used to extract documents from ZIP files. This is particularly useful if you find file names not properly extracted using the default encoding method UTF8. For example, when extracting Japanese and Arabic zip files, select a more appropriate encoding method for the project.

To change the zip encoding method, perform the following procedure.

1. In the Home page, click and then select PROJECT SETTINGS.

2. In PROJECT SETTINGS, under Processing Setting, select the proper method in Zip Encoding.

When a collection contains multiple ZIP files with different encodings and you select an encoding (other than UTF8) that is only applicable for one of the encoded files, Epiq Discovery uses the default encoding to extract the documents from other zip files and then populates the Exception field with "Zip Encoding <selected zip encoding> Unsuccessful. Default Applied". (782697)

Audit History Report updates

After running an Audit History Report from >Project Report, the resulting job appears on the Jobs Overview page. When you select a completed an Audit History Report job, the following updates appear in the Report Information dialog box. (750962)

• Audit History Report by User. Added a field to display the functional area selected in the Scope field when generating the report. Also, updated the dialog box title to include the report type and scope.

• Audit History Report by Document. Now, the Report Information dialog box title includes the report type and the saved search name.

If you are a Client Administrator, these same changes appear when selecting an Audit History Report job from the JOBS page.

Production

New Production Failure report

Now, if a production job fails, Epiq Discovery generates a production failure report that provides a list of the failed documents. When you navigate to Jobs Overview or in Review to the JOBS page, you can download this report by clicking on a failed production job. An example of the Production Failure Report appears in the following figure. (796098)

Production image update

Now remove hyperlinks from produced images. (796487)

Bugs fixed in Release 3.8.2

The following bugs were resolved in this version.

Number	Description
765825	Now, when you delete a project, the system automatically updates the folders in the Repository.
771644	Fixed an issue where it was possible to save duplicate custodian names using the edit option.
786291	Now, when you import saved searches from a project created before Epiq Discovery 3.8, the system does not import a saved search if it contains tag or tag category search criteria.
794298	Searchable PDF Production | Investigate slowness observations and potential improvements for documents with larger page counts.
803836	Folders | Creating a new folder in a database does not automatically update Search Builder.
805190	Mobile | A few attachments are missing from the chat documents.
810075	Production | Production Job failed with errors "Invalid parameters count for operator".
810243	Desktop Client Loading | Exception occurred while uploading multipart file.
811213	Promotion | "Duplicates Not Promoted" is populated incorrectly in Promotion Job Information dialog box.
811331	Mobile | Date field should not be blank for chat documents.

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

Enhancements in Release 3.8.1

This release contains the following enhancements and updates.

Process

Outlook email processing update

When the Outlook email files contain one of the following modern attachments, Epiq Discovery now displays File Contains Modern Attachment in the Exception field while processing. (776185)

The File Contains Modern Attachment exception occurs when an email contains:

• a OneDrive file link that was shared.

• a file link that was copied from OneDrive.

Excel Track Changes field limit

For files that you process after this release, including Excel files, the Track Changes field displays the first 75 MB of text. If the file contains track changes that exceed 75 MB, the system populates the Exception field with Track Changes Truncated to 75MB. (786503)

Email or ICS file hash calculation

When email or ICS (iCalendar) information is not available, during processing Epiq Discovery populates the file hash by calculating the binary hash. (792876)

Inspect/Review

Search Builder load improvements

Updated Search Builder to address multiple issues where Search Builder took more time to load than expected and could disrupt work. Now, you can load Search Builder in a matter of seconds as opposed to waiting longer, even in very large projects. Overall, we significantly improved the speed and efficiency of how Search Builder loads in Review and Inspect. (773791)

View Loading job in Review

Now, after a loading job is completed from the Desktop Client, you can view the loading job details in Review. (394599)

Perform the following procedure to view loading job details.

1. In the Project page, click REVIEW.

2. On the left navigation pane, click  .

3. In the JOBS page, select the Job Name for a Job Type that displays Loading.

Administration

View Loading job in Job Overview

Now, after the loading job is completed from the Desktop Client, you can view the loading job details in the Job Overview page. (394599)

To view loading job details in the Job Overview page, perform the following steps.

1. In the Project page, select OVERVIEW.

2. In the Data Overview page, click the toggle to the right.

3. In the jobs list, select the Job Name for a Job Type that displays Loading.

Bugs fixed in Release 3.8.1

The following bugs were resolved in this version.

Number	Description
788994	Export Image | OPT file shows incorrect information for multi-page JPG
789274	Autoload to REL | Issue with TIF and JPG Image Transfer
792978	Processing | Non-email files hashed as emails due to file extension
792991	Processing | Non-calendar files hashed as calendar items due to file extension
794099	Production | Production validation fails when you use a saved search that has ad-hoc search criteria
794544	Production | Production Submission fails when saved search contains document with filename containing a tilde
794874	Modify | Metadata Action | Merge/Hierarchy and Merge/List are not working as expected for pre 3.8 projects (they work for 3.8 projects)
794936	Search Builder | Custom Bulk Field Creation | Non-Short-Text fields do not show in Search Builder for pre 3.8 projects
795429	Document Action | Folder | Race condition causing inconsistency with folder replace functionality and folder counts and searching
795565	Mobile Collection | XML iPhone Collections failing with "Java heap space"
796295	Processing | Document exception field incorrectly shows "Text Unavailable" instead of "Unable to Parse"  test

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

Release Highlights

Release 3.8 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about the following features.

• Coding Forms. Added a new Coding Forms feature to Inspect and Review that enables you to create, manage, and enabling Reviewers to use coding forms to code documents. In addition, updated field creation and management to provide single selection (radio buttons) and multiple selection (checkbox) for coding forms. Coding Forms replace the previous Tag feature.

• New Collection features

  • Collect Microsoft 365 data. Added the ability to collect Microsoft 365 OneDrive, Outlook mailbox, and Outlook calendar data at the same time. In addition, you can collect this same data from multiple accounts at once.

  • Collect Mobile output from Cellebrite. Provided the ability to process Mobile data, including chat, from Cellebrite XML output. Using this feature, after processing the data, you can view mobile chats in a familiar native format. Added a Repository that streamlines the upload and management of mobile data files.

• Entity Identification. Added the ability to automatically identify listed entities directly after the promotion job. The system identifies the listed entities and populates the specific entity fields when promoting documents.

• New Document Actions

  • Remove Documents from a Folder. You can now remove selected documents from folders using the Folder Document Action.

  • Populate Folders from Metadata. You can now populate folder using Metadata (Custodian, Source, or File Path) using the Folder Document Action.

  • Rename Document Number field. You can now rename the Document Number field for selected documents using the Modify Document Action.

• Enhanced Desktop Client Loading. Streamlined Loading in Desktop Client to enhance speed and performance.

Enhancements in Release 3.8

This release contains the following enhancements and updates.

General

Data Overview page update

Streamlined the loading of the Data Overview page. (652061)

Collect

Collect data directly from Microsoft 365

You can now collect Microsoft 365 OneDrive, Outlook mailbox, and Outlook calendar data at the same time. In addition, you can collect this same data from multiple accounts at once. This new feature simplifies the process of collecting mail, calendar, and OneDrive files.

To accomplish this, administrators in your organization’s Microsoft 365 instance access the Microsoft 365 data. After collecting this information outside of Epiq Discovery as mentioned in Prepare the system for Microsoft 365 data collection, you use Epiq Discovery to collect, process, analyze, review, and produce this data. When collecting Microsoft 365 data, you can define the custodians of the data by the accounts.

Using the new Microsoft 365 collection feature, you collect active Microsoft 365 data. The system cannot collect Outlook email from archived or inactive employee mailboxes, or deleted data from the account’s Recycle Bin. If you need this information, restore the information in Microsoft 365 prior to collection. In addition, if you use the Reprocess Document Action on collected, processed Microsoft 365 data, understand that the system cannot reprocess parent ICS files from the Outlook Calendar Source Data.

Before starting, you need to have the following licenses to obtain the Microsoft 365 data.

• Office 365 E5/A5

• Microsoft 365 E5/A5 Compliance

• Microsoft 365 E5/A5 Security

• Microsoft 365 E5/A5 Information Protection and Governance

The following is a brief overview of the steps needed to collect Microsoft 365 data.

• In Azure Portal, register Epiq Discovery access to Microsoft 365.

• Collect Microsoft 365 data in Epiq using COLLECT>Microsoft 365.

Also, when collection is complete, you can revoke Epiq Discovery access through the Azure portal or by using Azure AD PowerShell. (750764, 750643, 750644, 752926, 752924, 764218, 765551, 771717)

• To prepare the system for Microsoft 365 data collection, refer to Register access to Microsoft 365 for more information.

• To collect Microsoft 365 data, refer to Collect Microsoft 365 data for more information.

• To revoke system access, refer to Revoke system access.

Refer to Microsoft 365 data fields for more information about the Microsoft 365 data fields.

Added the ability to process Cellebrite mobile data

Now, you can process mobile data collected as XML via Cellebrite, version 7.6.0 or later. Your Client Administrator must upload the Cellebrite Physical Analyzer output (XML and folders containing native files) to the Epiq Discovery Repository. The Repository stores the files so that you can access them when needed. Once the data is available in the Repository, you can process mobile data using the Collect feature in Epiq Discovery.

When performing this action, you can choose the data types (archives, calendar, chat, and so on) to process from the selected files. When processing, you can filter chat data by a specified date range. You can also split the chat into separate documents by inactivity by hours, days, or months. (751840, 753730)

• To process Cellebrite mobile data, refer to Process Cellebrite mobile data.

• Refer to Mobile data fields for more information about the mobile data fields.

Processing

Language detection update

Now, Epiq Discovery does not run the language detection job on a document if it contains less than 250 characters. (404531)

Analyze/Filter

Promotion job updates

In the Promotion Information dialog box, streamlined the Documents Selected and Documents Promoted labels and added the following information. (717615)

• Excluded Extensions Not Promoted

• Excluded Archives Not Promoted

• NIST Files Not Promoted

• Documents Already Promoted

Refer to View promotion job details for more information.

Filter template update

In ANALYZE>FILTER, added the Track Changes field as the default search option, and it now automatically searches for Keywords in 15 preselected Keyword Scope fields. (757482)

Inspect/Review

Added Coding Forms in place of Tags

Projects created in this release use the new Coding Form feature instead of Tags. Review Managers or higher roles can add, edit, or delete the Coding Forms. You can add fields to a Coding Form, specify mandatory fields, and make fields read-only or editable. In addition, you can specify whether reviewers can add a value to single or multiple-choice fields when reviewing the documents.

You specify which Coding Form to use in assignments. When creating an assignment, in the Create New Assignment dialog box, you select a Coding Form from Associated Coding Panel and a field from Reviewed Field.

When reviewing documents, the assigned Reviewers code each document by filling out the Coding Form. When there is a required field in the assigned Coding Form, the Reviewer must code that field to complete the assignment. In addition, the Reviewer needs to code the field selected in Reviewed Field for the batch and its assignment to reflect review progress.

In Search Builder, you can use fields and coded values in searches to refine the set of documents to use for a particular action, such as a Document Action or Production. When reviewing, in the Document List, you can now filter the reviewed or unreviewed documents using the Reviewed or Unreviewed options. In the filter dropdown list, these options appear suffixed with the field name that you selected in Reviewed Field.

In projects created prior to Epiq Discovery 3.8, you can only view the Tags option, and you can continue to code the documents using tags. When creating a new project in release 3.8, you cannot import tags from previous projects.

Differences: Tags and Coding Forms

In legacy projects, you used tags to code documents. In projects created in 3.8, you will use coding forms. The following table shows the difference between tags and coding forms.

Area	Legacy Projects with Tags	New Projects with Coding Forms
Inspect or Review	In Document List, to show tags in the Docked Viewer, select . In the Undocked Viewer, select .	In Document List, to show coding forms in the Docked Viewer, select . In the Undocked Viewer, select .
	In Review, in the View dropdown in Document List, you use tag options to filter the documents.	When reviewing, in Document List, you use Reviewed or Unreviewed options to filter the reviewed or unreviewed documents.
	To create tags or tag categories, Review Managers select . In Tags, you create a required tag category to specify that Reviewers must select from this category.	To create coding forms, Review Managers select . In Coding Forms, you add a required field to the coding form to specify that Reviewers must code this field.
	In Assignments, Review Managers assign the associated tag categories.	In Assignments, Review Managers assign the associated coding panel and reviewed field.
	In Review, in the document grid, you use quick tags and coding conflict icons.	Not available.
Search Builder	In Search Builder, use tags in searches to refine the set of documents to use for a particular action, such as a Document Action or Production.	In Search Builder, use fields and field values set in coding forms in searches to refine the set of documents to use for a particular action, such as a Document Action or Production.
Analyze	In Filter>filter template>Tags, you use tags to filter the documents.	In Filter> filter template> Keyword Scope, you use fields used in coding forms to filter the documents.
Produce	In Production template>Image tab, in Stamp, you use tag.	In Production template>Image tab, in Stamp, you use field used in coding forms.

Coding form topics:

• To create coding forms, refer to Create coding forms for more information.

• To edit coding forms, refer to Edit coding forms for more information.

• To delete coding forms, refer to Delete coding forms for more information.

• Refer to Coding form fields for more information about the default coding fields and read only fields.

• To code the documents in Review, refer to Review a document for more information.

• To associate a coding form with documents for review, refer to Create an assignment for more information.

Added the ability to download additional image sets

You can now download additional image sets that you loaded through Desktop Client. (760527)

To download the additional image sets, refer to Download a document for more information.

Document List updates

Add Document State to the grid. When selecting the fields that display in the Document List, you can now select Document State. To add this field to the Document List grid, refer to Create a Display template where, in Manage Fields, you can include Document State. (757628)

Added the ability to rename the Document Number

Now, you can rename the document number using Document Actions>Modify>Modify Metadata>Rename Document Number. (722262)

To rename the document number, refer to Create or modify metadata in Inspect for more information.

Populate folders using metadata

Now, you can move documents to folders populated by Custodian, Source, or File Path. When you perform this action, the system populates the folders using these metadata values and automatically moves the associated documents to these folders.

For a document, when there is no value in the selected metadata, the system moves the document to a folder named Missing <metadata name> in the specified path. For example, if you select the File Path option when performing this action and the selected document does not have any value in this field, the system moves this document to a folder named Missing File Path. (500472)

• To move documents to folders, refer to Move documents to folders in Inspect.

• To move documents to the folders populated using metadata, refer to Populate folders using metadata.

Remove selected documents from a folder

Now, you can remove selected documents from a folder. You can perform this action only when you are within a folder. (381548)

To remove documents from a folder, refer to Remove selected documents from a folder.

Promotion: Added the ability to identify named entities

In projects created in Epiq Discovery 3.8 or higher, added the ability to identify listed entities directly after the promotion job. The system identifies the listed entities and populates the entity fields when promoting documents. Epiq Discovery does not run the Entity identification job on a document if it contains less than 250 characters. (755035)

• This function is disabled by default. To enable this function, refer to Manage entity identification.

• For more information about the entity fields, refer to Entity fields.

Modify Metadata updates

When updating metadata using the Document Action for Modify Metadata, the updated field types of Single Choice and Multiple Choice are available for selection. For more information about these fields and options, refer to Release Notes.

When you perform Create, Create/Update or Replace action, after selecting a single or multiple choice field in Field / Value, you can now add a field value by entering the value in the text box below the field and then clicking . The added values appear below the field.

Additional new search options in Search Builder

The following fields now appear in Search Builder. (755035)

• Entity Person

• Entity Community

• Entity Structure

• Entity Organization

• Entity Locale

• Entity Goods

• Entity Event

• Entity Law

• Entity Date

• Entity Money

• Chat Source. Refer to Mobile data fields for more information. (751840, 753730)

In projects created in Epiq Discovery 3.8 or higher, the following default coding fields now appear in Search Builder. (747135, 745426, 745390, 747444, 747154, 745421, 747155, 745396, 747155, 745456, 759795, 745440, 750064, 745418, 757472, 771882, 753524, 772220, 774228, 772233, 770733)

• 2L Review Complete

• Confidentiality

• Issues

• PII Entity Tags. If the PII/PHI is detected with a confidence score that is at or above the confidence level cap, this field is automatically populated.

• Privilege

• Privilege Description

• Privilege Type

• Redaction Complete

• Redaction Reason

• Responsiveness

• Reviewer Comments

• Significance

Administration

Added repository to upload mobile data

As an Epiq Discovery Client Administrator, you can now upload Cellebrite output to the Repository. When you create a project, the system automatically creates a folder with the project name in the Repository. Because the folder is tied to the project name, if you update the project name, the system automatically updates the folder name in the Repository.

The project folder contains incoming and outgoing folders. When uploading mobile data, you upload the Cellebrite files (XML and the folders containing the native files) to the incoming folder. The Repository is the project's file storage, where you can create subfolders and move files or folders as needed. The outgoing folder will be available soon. (766704, 771199, 763278, 765819, 765820, 765822)

When using the Repository, understand the following limitations.

• When loading files to the Repository, understand that network stability is required. Meaning, if the network connection is interrupted during an upload, the system cannot resume the upload at a later time.

• If your folder selection contains any empty folders, they are ignored.

• Currently, in the Repository, you can only download a single file at a time.

To upload mobile data, refer to for more information.

To manage the repository, refer to for more information.

Changes to Project Fields

In projects created in version 3.8 or higher, we added functionality in Project Settings>Project Fields to provide several aspects of fields that work with the new coding forms feature. These new field updates appear in the following order.

• Create Single Choice or Multiple Choice fields.

• Edit Single Choice or Multiple Choice fields. For these fields, you can add, edit, reorder, and delete field values (unless coded to a document).

• Toggle the edit status of user defined fields.

• When bulk creating fields, you can create single or multiple choice fields by entering Single Choice or Multiple Choice in the Field Type column in bulk_create_fields.csv.

Create Single Choice or Multiple Choice fields. When creating a new field, you can now create and edit single and multiple selection fields. On coding forms, Single Choice fields appear as radio buttons and Multiple Choice fields appear as check boxes.

To create a new single or multiple choice field, perform the following steps.

1. In Project Settings>Project Fields, click Create Field.

2. Supply a name for the new field in Field Name.

3. In Field Type, select Single Choice or Multiple Choice field.

4. In Add Values, add the choices you want to see as values (one per line). Then, click Add.

5. In Value Display Order, you can reorder the choices as needed by selecting the Move icon and then dragging the value up or down. The following Create New Field dialog box shows that four values were added and rearranged in order.

   

6. When finished with reordering, click Create, which adds the field to the Project Fields list.

Edit Single Choice or Multiple Choice fields. In the Project Fields page, you can edit a field by clicking the Pencil icon and then make any of the following edits.

• Choose whether a user defined field is editable.

• For Single Choice and Multiple Choice fields, you can add values and change the order of the values, as shown in the following Edit Field dialog box. You can also remove values if not coded to any document.

• To delete the field, click the Delete Field button and confirm.

  

When editing an existing User Created field, you can now change the read-only status of fields that are shown as editable, add or change the order of values in single or multiple choice fields, or delete the field values that are not currently in use.

Toggle the edit status of user defined fields. When creating or editing a field, you can make a field read only by unchecking the Allow Document Field Edits checkbox. (744839, 745385, 747132, 759189, 745372, 763178, 772067, 770733, 772223)

Loading job type updates

Now, once the loading job is completed from the Desktop Client, you can download the error CSV and DAT files as needed. (751331)

Perform the following procedure to download error CSV and DAT files.

1. In the Project page, click the Epiq Discovery logo.

2. Select JOBS.

3. In the jobs list, select the Job Name for a Job Type that displays Loading.

4. Click to download the error CSV and DAT files.

Client Setting Updates

In Client Settings>Manage Users>Users Management>Invite>Invite User dialog box, added the First Name and Last Name fields. (762120)

Project Setting Update

In PROJECT SETTINGS > REVIEW, added a new time zone, Brazil time zone (UTC -3 Brasilia or UTC -3 Sao Paulo). (756243)

Audit History Report updates

Audit History Report by Document. Now, the report includes information about the coding applied in the coding forms and the Rename Document Number action. When the report includes coding form information, the Scope column in the report displays ‘Document Edits’. (750247, 762131)

Audit History Report by User. In the Project Report dialog box, updated the name of the Document Action field to Scope and added the Document Edits option to this field. When you select this option to run the report, the report includes information about the coding forms. When the report includes coding form information, the Scope column in the report displays ‘Document Edits’. The Batch column displays information only when coding is applied while in Reviewer mode. (750247)

Audit History Report by User

Audit History Report by Document

Desktop Client

Loading updates

To ensure a smooth experience with the 3.8 loading flow, we recommended that you run Desktop Client on a machine/VM with a minimum of 16GB RAM. In 3.8, Desktop Client Loading completes using a streamlined process. First, the upload occurs to gather the data. When that completes, loading automatically starts and runs until completion. After the upload occurs, you can now exit Desktop Client, and then view the progress of the Load job in the web client and download load reports when complete.

In addition to viewing the load progress in the web client, you can view the progress in Desktop Client in the Jobs page. There, click Refresh as needed to update the progress percentage for the load job. The refresh icon is only applicable for versions 3.8 or higher when new loading is enabled, which is the default setting.

The loading improvements moved the heavy processing tasks from the front end to the back end to make overall loading faster. While this is a notable change, the loading interface displays minimal changes so you can expect a familiar and smooth user experience.

After you validate and upload your documents, the remaining steps of the loading process now happen independently. This means you can leave the Desktop Client without interrupting the ongoing process.

These changes made significant improvements to the loading speed, which means your jobs now complete faster, reducing your waiting time. Loading jobs are also more stable, resulting in fewer job failures. You can rely on a consistent loading experience with improved reliability.

In 3.8, the new loading flow is enabled by default. Modifying the useOptimizedLoading flag in the Desktop Client config.json file allows you to switch between the new 3.8 Loading functionality and the previous Loading functionality. Simply set useOptimizedLoading to true for the new load functionality or false for the previous load functionality. (753984, 753984)

Bugs fixed in Release 3.8

The following bugs were resolved in this version.

Number	Description
635284	Prevent user from deleting\archiving a project when there are still active jobs (Pop Up)
690022	Imaging | Ability to use "Shrink To Fit" feature (Imaging)
728607	Java worker out of memory issue for 1.5gb TXT file
736550	Desktop Client | Loading jobs are failing | Error/Exception: java.lang.NullPointerException
745861	Production | Production job failed to handle specific scanned PDF
752984	Production | Unable to view production details
760354	Data Assessment | Documents Pivot On Domain Category and Keyword Hits Generates search strings with the word “COLON” instead of the symbol “:” returning zero documents
762082	Bulk Delete | Multiple delete jobs can be run at one time causing errors in Kibana
764022	Assignment | Batches fail to load for Project Manager in large projects
765245	Document List | When Document number sort is used, searches that include Family does not sort correctly.
767206	Epiq Discovery | Imaging | Image View issue with the alignment on an MSG file
769578	Search | Search not saving properly with families included
770306	Replace Special Characters for Keyword Hits Filter Job Names
775049	User info | Phone Number format is not valid

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

Release Highlights

This release contains the following enhancements and updates.

• The new Translation feature enables you to translate extracted text or OCR text of selected documents in Review. For each Translate Document Action, you choose the source language and the target translation language from a list of over 50 available languages. In addition to creating the translation, you can also replace or delete translations created within Epiq Discovery.
• Added features for ITAR support.
• Image improvements
  • In Desktop Client, added the ability to load other source image set.
  • When viewing a document, you can now download the document's produced images.
• Added the ability to delete Filter jobs in the Promote & Export page to clear the display as needed.

Enhancements in Release 3.7.1

This release contains the following enhancements and updates.

General

Support email address update

Revised all references from EpiqDiscoverySupport@epiqglobal.com to the new Support email address: EpiqServiceCloudSupport@epiqglobal.com. While you can reach Support using either address, we suggest using the new address. (750897)

Process

Processing Report updates

• Now, the Processing Report includes the following additional information. (576787)
  • Excluded Archive
  • Duplicate Document Count
  • Duplicate Document Size (GB)
• The Expanded File Count does not include NIST or excluded file types. (745393)

Analyze

Added the ability to hide filter jobs

Now, you can hide the filter jobs from display in Analyze>Promote & Export. You can hide a single filter job or all selected filter jobs. (740623)

• Hide a single filter job by clicking the trashcan in the filter job row.

• Hide all selected filter jobs by clicking the trashcan in the top, right corner of the jobs list.

Inspect/Review

Added the ability to download produced images

Now, you can download produced images in Inspect or Review. (345165)

To download the produced images, refer to Download a document.

Document Actions: Added the ability to translate documents in Review

The new Translation feature enables you to translate extracted text or OCR text of selected documents in Review. You can create translated text, or replace or delete text that was previously translated through Document Actions>Translate.

Once translated, in the Document Viewer, select the document. View the translated text under the TEXT option in the Document Viewer. The translated text also appears in the Translated Text field. To enable this feature, which is billable, contact your Epiq System Administrator. (753007) (463136)

To translate the documents, refer to Translate documents.

To replace translated text, refer to Replace translated text.

To delete the translated text, refer to Delete translated text.

Additional search Field in Search Builder

Added the Translated Text field to Search Builder. (463136)

Transfer to Relativity improvements

Now, you can map Epiq Discovery Attachment Count to the Relativity Has Attachments field, which is boolean (Yes/No). (729691)

• If Attachment Count is 0 in Epiq Discovery, then Has Attachments in Relativity shows No.
• If Attachment Count is 1 or higher, then Has Attachments in Relativity shows Yes.

Production

Production template update

Added the Translated Text option to Production Template>TEXT>Export Precedence. This new option is only available for projects created in 3.7.1 or higher. (463136)

Desktop Client

Added the ability to load additional image set

In addition to the original images, you can now upload other source image set, such as production images or redacted images. Other source image sets (as selected by Additional Image Set) must have the same Document Number as the documents already in the system.

While loading the images through Desktop Client, select the appropriate option for the images you want to load under IMAGE SET TYPE.

• Original Image Set. Upload the images as original images.

• Additional Image Set. Upload the images as other source image set. When you select this option, in the IMAGE VOLUME NAME field, enter a name for the additional image set.

After successfully loading the images, you can view an additional image set in Epiq Discovery. To do so, select the document from the Document List. At the bottom of the document shown in the Viewer, click IMAGE and then select the name of the additional image set. (394726)

Bugs fixed in Release 3.7.1

The following bugs were resolved in this version.

Number	Description
743002	Epiq Discovery Web | Inspect | Date Created metadata is showing a date in the future.
750779	Loading | Documents are not reflecting correct duplicate even though File Hash for documents are same, affecting All Custodian Path Field.
751353	Filter | Parallel Chained Jobs from Collection through Imaging leaves the Jobs in Pending state.
751797	All Custodian Path | After overlaying Custodian & File path field and loading the documents, square brackets and backslashes are missing from All Custodian Path.
758476	Document List | When Parent Date sort is used, loading Folder including Family option from search does not sort correctly.

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

Release Highlights

Release 3.7 contains the following features, as well as additional enhancements listed in this document.

• Expanded the Data Assessment Dashboard with many new capabilities, including:
  • A Concept Search feature that allows you to specify up to 15 concept words to find relevant terms. Additionally, Epiq Discovery suggests concepts that occur at the highest frequencies within the concept search hits. Apply any of the concepts or suggested concepts to your data.
  • Expanded filter capabilities paired with the ability to include or exclude values.
  • The ability to promote documents directly from the Data Assessment Dashboard.
• Added the ability to create images of PowerPoint documents that meet DOJ requirements for imaging speaker notes.
• Expanded Epiq Discovery Export capabilities to include:
  • The ability to export a subset of selected documents from a Production as needed.
  • The ability to quickly export the original images of selected documents.
  • The ability to export produced images for selected documents from a Production.
• Enhanced bulk create tools for your project.
  • A new feature provides you with the ability to bulk create a maximum of 100 custodians at once using a handy template.
  • Expanded the bulk create field feature so that you can create up to 200 fields at once.

Enhancements in Release 3.7

This release contains the following enhancements and updates.

General

Alerts update

Imposed a maximum display of 100 items that can appear in Alerts . If the maximum is reached and another alert occurs, the oldest alert is removed from the list. (386717)

Curly quotes to straight quotes

Now, when searching for documents by typing in the Search box as well as when creating the fields, the system automatically converts curly double quotation marks (“ ”) to straight double quotation marks ("). (737714)

Collect

Bloomberg data collection updates

Added the following functionality for Bloomberg data collection. (695147)

• In Folder, you can now select multiple archives.

• The folders can contain both Bloomberg chat and email files.

Process

Deduplication setting update

In > PROJECT SETTINGS> Processing Settings, updated the name of the Global Deduplication check box to Data Assessment. (737093)

Extracted text update

Now, when processing emails, the extracted text displays email addresses for From, To, CC, and BCC. Previously, the extracted text displayed only the names in the email header. For example, previously, the extracted text displayed Smith, John and now it displays "Smith, John" <Jsmith@epiqglobal.com>. (739674)

Analyze/Filter

Data Assessment Dashboard updates

This release significantly updated the Data Assessment Dashboard. This release added the ability to promote documents from dashboard to Review and search for concepts to apply to the data. In addition, this release added more filtering and sorting options.

(713319, 717765, 725290, 725322, 726477, 727753, 726485, 728219, 729653, 728273, 728272, 730599, 731331, 738193, 719471, 723864, 725210, 737284, 726417, 736616, 736644, 726418, 741585)

Search for concepts

Concept Search allows you to enter up to 15 concept words to find related concepts within the document set. You can then apply the concept search results to the Data Assessment Dashboard.

To modify the dashboard using the concept search results, refer to Use the Data Assessment Dashboard.

Promote documents from Data Assessment Dashboard

Added the ability to promote specific documents from the grid directly from the dashboard to Review. This option enables you to promote only the "unique documents not promoted" in the filtered documents.

To promote the documents, refer to Use the Data Assessment Dashboard.

You can also view the status of the promotion job in the Jobs Overview page and the Cross Project Jobs page.

Summary cards: Enhanced information

Summary cards display the following information.

• Documents. Total document number.

• Filtered Documents. Number of filtered documents without family. Hover over it to view the percentage of filtered documents without family within the total documents.

• Filtered Docs with Family. Number of filtered documents with family. Hover over it to view the percentage of filtered documents with family within the total documents.

• Unique Documents. Number of unique documents within the filtered documents with family. Hover over it to view the percentage of unique documents within the filtered documents with family.

• Unique Not Promoted. Number of documents not promoted within the unique documents. Hover over it to view the percentage of documents not promoted within the unique documents.

Filter Pane: Added the ability to include/exclude selections

In certain filters under File Status, File Information, and Email Information, we added the ability to include or exclude your selections. This enables you to quickly exclude or include options like Exceptions in File Status or Thread Inclusive in Email Information for example. As shown, use the dropdown to Include Selections or Exclude Selections below it.

Filter Pane: Expanded the options under File Information

Added the following filters under File Information:

• Filter Job. You can modify the dashboard using the filter job names that you provided when performing a filter job in ANALYZE>FILTER.

• PII Types Detected. When there are documents detected with PII information, you can select the following options under PII Types Detected.

  • PII Entities Likely

  • PII Entities Potential

Also, added the following options.

• Added the No Text Size option under Extracted Text Size filter.

• Added the No File Type option under File Type Category filter.

Filter Pane: Expanded the options under Email Information

Added the No Recipient Count option under Email Information>Recipient Count.

Pivot table: Added more sorting options and columns

Added more sorting options to the Group By and Pivot On fields. Also, added the following columns in the pivot table.

• Document Total. Provides the total number of documents.

• Family Total. Provides the number of document families within the total documents. This cell is not clickable.

Inspect/Review

Document list updates

Made the following changes to the Sort By list. (730017, 736339)

• Added the ability to sort by document number using the Document Number (asc) and Document Number (desc) options.

• Removed the Document Family option. Use Parent Date (asc) and Parent Date (desc) instead.

Assignments updates

• Now, you can reuse a deleted assignment name to create a new assignment. (624860)

• In REVIEW, under Assignments, when you open a batch to view the Batches Status window, you can now view the Group By option set for the batch. When set, the Group By column displays, showing the appropriate option: File Type, Custodian, Parent Date, or Source. (722312)

Document Action: Export produced documents

Now, you can export a subset of produced documents. The selected documents must exist within the same production job. (729125)

To export produced documents, refer to Export produced documents.

Added the ability to easily export images

Added the Export Images option to the Document Actions>Export>Select Export Action field. (738471)

To export the images of selected documents using this option, refer to Export images.

PowerPoint image creation update

Previously, when you set image options to show slides and speaker notes (Both) in PowerPoint slides, the notes appeared for every slide, showing images for notes even if there were no notes. Now, when selected, the system creates images for notes only if the notes are present. In Document Actions>Image, when creating your Image Template, under POWERPOINT Setting, select Both to create an image for speaker notes only when the speaker notes are present. (732624)

Document Action: Reprocessing

Processing platforms, such as Bloomberg, convert original files into reviewable formats prior to collection. Without the original files, the system cannot reprocess Bloomberg chats and emails. (739130)

Promotion: Added the ability to deduplicate within set in Inspect

By default, Epiq Discovery processing order determines which documents are deduplicated against. This is typically referred to as First In, First Out (FIFO), where the documents that are processed first into the database or processed first by custodian become the documents that are deduplicated against.

At times you might want to change which documents to deduplicate against. This is useful, for example, when you process documents by a specific custodian first, but during subsequent investigation you determine a different custodian's documents need to be the documents to be promoted. To accomplish this, in INSPECT, select the documents that should be deduplicated against and, using Document Action>Promotion, select the Within Set deduplication option. (719388)

Tag: Special characters allowed

Now, when creating a tag or tag category, the tag or tag category name allows special characters, except for double quotation marks ("). (745219)

Print option for multiple single-page TIFF images

In the Docked Viewer, for the documents that you loaded using Desktop Client as multiple single-page TIFF images, the system shows an option to print pages when you click in the Toolbox. (408287)

Search update

Improved the colors and hover state of the Search selections to ensure that the Search button (magnifying glass) is easier to find. (743091)

Conversation Index field update

Changed the Conversation Index from a Short Text field to a Long Text field to store more characters. (738802)

Administration

Added the ability to enable/disable DeNIST

You can now toggle whether DeNIST is enabled or disabled using the DeNIST checkbox in Project Settings. DeNIST is enabled by default. For more information, refer to Modify deNIST (320128)

Added the ability to bulk create custodians

Now, you can bulk create custodians from Project Settings. You can add up to 100 custodians at once by providing a CSV with specific custodian information. (638678)

To create multiple custodians at a time, refer to Add custodians.

Bulk create fields

In PROJECT SETTINGS>FIELDS, using the Bulk Create Field option, you can now add a maximum of 200 fields at one time. (744315)

Project Setting update

• In Project Settings>Fields, you can sort on Field Name.

• For clarity, in the Create New Field dialog box, changed the Submit button to Create.

Bugs fixed in Release 3.7

The following bugs were resolved in this version.

Number	Description
576194	Processing | Date is missing for some audio/video files extracted from a zip file.
706948	Documents were not able to view in new frame for near dupe documents when pivot documents were deleted.
728607	Java worker out of memory issue for 1.5gb TXT file.
731035, 734015	In Desktop Client for production downloads ensure the system downloads image files in sequential order.
731706	Imaging | After imaging, the ICS file not showing imaged pages as expected.
734738	Imaging | Image is not getting created for PPT file when used View as 'Both' in Image template settings.
736687	Reprocessing | Encountering error while submitting Reprocess job when Global Deduplication is unchecked in Project Settings.
737327	Production | Production Job fails for large PDFs: "Specified argument was out of the range of valid values. Parameter name: Parameter name: index".
737870	Epiq Discovery | Local Processing | MSG file contains an exception "The IPM.Recall.Report.Success message class is not supported by now".
737902	Copy Project Settings | Deleting tag after export template creation causes error when importing project settings.
738935	Copy Project Settings | Deleting tag after production template creation causes error when importing project settings.
738962	Search Builder | Search is returning 0 results as per the cancelled job as job name is case sensitive.
739167	Copy Project Settings | Quick tags missing after creating copy project with imported settings.
740007	Copy Project Settings | Unable to tag documents with error populating "Failed to get page of documents".
743348	Review | System Field File Extension is not populated for 3rd party load documents.
743418	Project Settings | Fields | Fixed sorting on Date Created column.
743621	Project Settings | Fields | Corrected scroll Issue.
746180	Unable to Export CSV file when Doc list is sorted by None or Document Number (asc/desc).
746215	Deleting a Processing Job Displays the Job for Processing Again in the Tab.
748891	Reprocess action altering the exceptions in metadata.
748911	Documents were not returned when selected saved search has field name with special characters.
749417	Reprocess | Document State changing to Processed from NIST and Excluded Extension after reprocessing.

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

Enhancements in Release 3.6.1

This release contains the following enhancements and updates.

Process

Microsoft Teams data

Now, when processing Microsoft Teams data, the Exception field is populated with the information ‘Microsoft Teams Data Detected’. (718692)

Inspect/Review

Docked Viewer updates

In the Docked Viewer, at the bottom of the page, on the right, made the following changes: (736323)

• For native and image of a document, removed the download icon.

• For native and image of a document, added the Select Text and Pan tools.

• For image of a document, added the Filled Rectangle tool to redact information. Double-click this tool when you need to create multiple redactions in the current document.

Document List updates

In the Document List, the system is now able to display field names containing most special characters except parentheses and angle brackets (< and >). When creating a field, you cannot include parentheses or angle brackets in Field Name. (726033)

Also, when searching for fields with names containing special characters, the Search box displays the field names properly. (730845)

Administration

Added the ability to create document fields in PROJECT SETTINGS.

This release provides the ability to add fields in Project Settings. You can add fields using the interface or add up to 20 fields at once by providing a CSV with specific field information. (730707, 731528, 731487, 731529, 731564, 7311604, 731462)

In PROJECT SETTINGS, the FIELDS list now contains the following columns:

• Filed Name. Name of the field.

• Field Type. Date, Integer, Float, ShortText, LongText, or Boolean.

• Field Category. For default fields, this column shows System. For a field that you create, this column shows User Created.

• Date Created. The date created if the field is a user created field.

• Delete. For a user created field, click and then click Save to delete the field. You can only delete user created fields that are not currently in use.

To create document fields, refer to Create fields.

Added the ability to set the default sorting option for document list

Added the Document Sort By field in >PROJECT SETTINGS>Document List Settings to set the default sorting option for Document List in Inspect and Review. This drop-down field has the following options: (730015)

• None

• Parent Date (asc)

• Parent Date (desc)

• Document Number (asc)

• Document Number (desc)

• Document Type (asc)

• Document Type (desc)

• File Name (asc)

• File Name (desc)

• Document Date (asc)

• Document Date (desc)

Bugs fixed in Release 3.6.1

The following bugs were resolved in this version.

Number	Description
673739	Email Threading | 'Inclusive' identification issue with branched emails
724240	Native replacement workflow updates | Reprocessing replaced files does not clear the Encrypted File Exception code
729088	Metadata | One Drive collection file path clean up
734738	Imaging | The system fails to create image for PPT files when using Both in Image Template Setting> POWERPOINT Setting> View
735325	Transcribe | Unable to submit Transcribe job for the files saved with uppercase extension
736612	Desktop Client Loading | dd/mm/yyyy date format does not load from UK machine
736742	Assignments | Reviewer not able to access the same batch after logging back into the system
738263	Imaging | Unable to image HTM files

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

Enhancements in Release 3.6

This release contains the following enhancements and updates, including these new features.

• Early Data Assessment Dashboard, which enables you to apply filters to processed data to cull and pivot the data for further analysis and review.

• PII/PHI Detection, which helps you identify sensitive information as likely or potential PII/PHI when promoting documents.

• Doubled platform worker scalability.

General

Jobs Overview page update

Now, in the Jobs Overview page, the Job Details pop-up displays Job Id for the jobs. (325817)

Now, you can view the Job Details pop-up for the following jobs:

• Production Download (703308, 710917)

• Export Download (703317, 710898)

• Export CSV (703310)

• Bulk Tagging (703314)

• OCR (703316)

• Production (703266)

The job name now appears on the Job Details dialog box for all jobs except for the following Document Actions: Folder, Delete, Conceal, and Modify. (704545, 708110)

When viewing jobs in Jobs Overview or the JOBS page, note that the Pause, Resume and Cancel icons are enabled for any job for up to a year. (715272)

Cross Project Jobs page update

Now, you can view the Job Details pop-up for the following jobs:

• Production (703266)

• User Login History Report (708736)

• Loading (703315)

The job name now appears on the Job Details dialog box for all jobs except for the following Document Actions: Folder, Delete, Conceal, and Modify. (704548, 708110)

Job Type names match Job Type names on the Jobs Overview page. (708108)

Added the Priority column, which displays the priority number for a job. (407809)

• This column displays a priority number only when you select .

• The system prioritizes the latest starred job to 1.

• When you deselect , the system deprioritizes the job to its original priority.

• You can sort the priority column.

• When you click , the system removes the priority number from the job.

Hovertip on Epiq Discovery logo

Now, the Epiq Discovery logo displays a hovertip when navigating from a Project overview page and Inspect/Review page. In Project Overview, the logo displays hovertip as ‘Return to Project List’. In Inspect/Review page, the logo displays hover tip as ‘Return to Document List’. (347862)

Windows-restricted file names

If the Document ID is prefixed with Windows restricted file name, the system prefixes the document name with “_” when performing the following actions. (718173)

• When downloading an image or native file from Docked or Undocked viewer.

• When exporting an image or native file except for CSV.

• When producing documents with a prefix of Windows restricted name.

Collect

Bloomberg data collection update

Updated the following for Bloomberg data collection: (694043)

• Updated the Collaboration Tools button name as Bloomberg.

• In the Bloomberg Chat or Email pane, in the Collect field, now you can select Bloomberg Chat or Bloomberg Email. The Reduce noise check box appears only when you select Bloomberg Chat in the Collect field.

Process

Added the ability to identify the duplicate document family

Added the Parent Duplicate ID field. While processing a duplicate document family (parent + attachments), this field shows the Parent Document Number of the original (first processed) document family. If a standalone document is a duplicate of an attachment to an email, this field will be blank. You can view the Deduplication job information in the Jobs Overview page.

When you delete the first processed document family, the system runs the Deduplication job again and then the Parent Duplicate ID field shows the Parent Document Number of the next processed document family.

This function is enabled by default. For information about disabling this function, refer to Enable Data Assessment Dashboard .

(694698, 694937, 704340, 700184)

Added the ability to categorize emails

Added the ability to automatically categorize emails while processing, which helps you to identify the potential junk emails. The system populates the Domain Categories and Email Keyword Hits fields while processing. These fields display the keywords listed in the Flag column of the default CSV that the system uses to categorize emails.

You can view the status of the Email Categorization job in the Jobs Overview page.

For more information about the default CSV, refer to Email categorization data.

This function is disabled by default. For more information to enable this function, refer to Modify email categorization setting.

(690207, 692838)

Added the ability to categorize the documents by file type

Added the File Type Category field, which displays the file type category. For example, File Types include Presentation, Spreadsheet, Audio/Video, etc. (696110)

Processing Report update

In the Processing Report, now, the Compressed Size (GBs), Expanded Size (GBs), and Promoted Document Size (GBs) columns display the values with four decimal places, for example, 0.0012. (694719)

Added the ability to view the document family count

Added the Family Count field, which displays the total number of documents in a document family including the parent document (documents with the same Family Number). The system calculates the family count while performing the following actions: (684678)

• Process

• Inspect>Document Actions>Reprocess with the Extract Attachments check box selected

The system uses Family Count to calculate File Hash. Therefore, the system recalculates File Hash if you select the Extract Attachments check box when reprocessing the files.

To view the status of this job, view the Post Processing job in the Jobs Overview page.

Extracted text size

Added the Extracted Text Size field, which displays the size of the extracted text in Bytes. The system calculates this value automatically during processing or when performing one of the following actions: (691322)

• Document Action>Reprocess, in Inspect

• Document Action>Modify Native / Image / Text>Delete Extracted Text or Replace Extracted Text

• Document Action>OCR, using a Text Destination of Extracted Text

For more information about the Extracted Text Size field, refer to About extracted text size.

Recipient count for Bloomberg emails

Now, the system populates the Recipient Count field for Bloomberg emails also. (694041)

Analyze/Filter

Filter Template Name: Parentheses allowed

Now, you can add parentheses in a Filter Template Name along with alphanumeric characters. No other special characters like (! % * : \ / , < > | ? “) are allowed. The validation occurs after you click Save As or Save button during filter template creation. For example: abc123() is a valid filter template name. (709666)

Added the Early Data Assessment Dashboard

Use the EDA Dashboard to apply filters to cull the data set and generate a breakdown of data for analysis and review. You can view the EDA Dashboard only when the deduplication function is enabled in the Project Settings. The EDA Dashboard is inactive until you process any data. (719182, 713795, 708142, 692882, 692896, 706885, 708152, 696043, 692913)

For more information about the EDA Dashboard, refer to Data Assessment Dashboard.

For information to modify the EDA Dashboard, refer to Use the Data Assessment Dashboard.

Added the ability to include or exclude document family when exporting documents

Added the Include Family check box to include or exclude document family when performing the following actions: (566527)

• ANALYZE>FILTER>Export filtered documents automatically

• ANALYZE>PROMOTE & EXPORT>Export

Near Dupe and Threading (NDT) jobs separated from Promotion jobs

Streamlined promotion jobs with NDT enabled to reduce time to finish when there is a large volume of documents by splitting the promotion job into two jobs. Now, when NDT is enabled in Project Settings, whenever you run promotion job, NDT function automatically run as a separate job after the promotion job completes. You can view the NDT job in Jobs Overview page with job type “Near Dupe and Threading”. You can also pause or stop the NDT job as needed.

When NDT is disabled in project settings, whenever you run promotion job, NDT function does not run. (558862)

Export documents with images

Added the Image option in the Output Formats for the Export Template when performing following actions. When selecting the Images option, you export the original images in PDF format. (341782)

• ANALYZE>FILTER>Export filtered documents automatically

• ANALYZE>PROMOTE & EXPORT>Export

Processing exception update

Now, when the system fails to process a document after the third attempt, the Exception field displays "Exceeded max processing attempts". (703909)

Inspect/Review

Added new fields in Metadata

Added the following metadata for the documents on the Inspect/Review page:

• Extracted Text Size. Refer to the Process section for more information. (691322)

• Domain Categories. Refer to the Process section for more information. (692838)

• Email Keyword Hits. Refer to the Process section for more information. (692838)

• Parent Duplicate ID. Refer to the Process section for more information. (694698)

• Fie Type Category. Refer to the Process section for more information. (696110)

• Family Count. Refer to the Process section for more information. (684678)

• Redaction Type. Refer to the Inspect/Review section for more information. (695878)

• PII Entities Likely. Refer to the Inspect/Review section for more information. (691036)

• PII Entities Potential. Refer to the Inspect/Review section for more information. (691036)

Additional new search options in Search Builder

The following fields now appear in Search Builder:

• Extracted Text Size (691322)

• Domain Categories (692838)

• Email Keyword Hits (692838)

• Parent Duplicate ID (694698)

• Fie Type Category (696110)

• Family Count (684678)

• Redaction Type (695878)

• PII Entities Likely (691036)

• PII Entities Potential (691036)

Added the ability to include or exclude document family when exporting documents

Added the Include Family check box to include or exclude document family when performing the following actions: (566527)

• ANALYZE>INSPECT>Document Actions>Export>Export Documents

• REVIEW>Document Actions>Export>Export Documents

Added the ability to distinguish between automatic and manual redactions

Now, you can easily distinguish between automatic redactions and manual redactions with the help of a new metadata field Redaction Type added for documents. When you do redactions through Document Actions>Redaction, the Redaction Type populates as Automatic. When Reviewers manually redact a document, the Redaction Type populates as Manual. (695878)

Modify Metadata: Date fields Input and Validation improvements

Now, in Modify Metadata>Create/Update, you can manually enter or edit values in all the Date fields, as well as selecting the date value from the calendar. When manually entering a date, provide it in mm/dd/yyyy format. (315484)

Assignments

Group By as display value

In Review, when you select Assignments icon on the left pane and then open an assignment by clicking . Now, the assignment summary displays the Group By setting. (344632)

Batch Status window UI labels updated

In the ASSIGNMENTS pane, when you select the Batches icon, note that the Status column in Batches Status – Assignment(x) dialog box is now renamed Reviewed Status. This column no longer reflects the assigned/unassigned terms against each assignment. Instead, it now reflects the reviewed status in percentage.

Now, the percentage is derived based on the number of documents tagged to the required tag category in an assignment irrespective of whether the reviewer has logged-in and checked the assignment or not. Earlier, the progress of review percentage was updated only when the reviewer logged-in and checked the assignment. (333838)

Check in assignment batch as Pending

Now, Reviewers can switch between incomplete batches of an assignment on priority basis by checking-in the batch as “Pending”. When a Reviewer checks in a batch as “Pending”, the next batch appears for them to work on. (503685)

Parent Date as Group By option

During assignment creation, in the Create New Assignment dialog box, the Group By field now displays Parent Date for selection. When you select Parent Date in the Group By field, the documents are organized by their Parent Date field value in ascending order. If a document has no Parent Date, then the document’s Date field value is used for sorting. When the families are included, the batch is organized by parent, followed by children. (625137)

Promotion job update

Now, when you try to promote more than 1.4 million documents, a message appears and mentions to reduce the number of selected documents to not exceed the maximum number. (699370)

Export to CSV updates

To address system limitations when exporting metadata to CSV for a large set of documents, the Export to CSV job is limited to a maximum of 1 million documents. When you try to export metadata for more than 1 million documents, a message appears requesting that you reduce the number of selected documents to not exceed the maximum number. (699356)

Now, in the Docked Viewer, when you select the documents for exporting metadata, the Document List column names automatically appear as fields to export in the right column of Document Actions>Export>Field. If you modify the Document List columns using > Manage Fields, the fields to export reflect those changes. (500740)

Imaging: Allow imaging of XHTML documents

Now, after processing and imaging XHTML documents, you can view XHTML images in Inspect or Review as expected. (684115)

Document list updates

Added the Parent Date (asc) and Parent Date (desc) options to the Sort By list and now, the document list is sorted in the Parent Date ascending order by default. (698040, 728684)

Now, the system displays the field names properly when the field names contain special characters. (704235, 723795, 703448)

Docked and undocked viewer updates

Docked viewer updates: (343165)

• Added the toolbox pop-up for the IMAGE and NATIVE viewers. Click to view the toolbox. The Redact tool is available only for the IMAGE viewer.

• Added the pagination tools to the footer of the IMAGE and NATIVE viewers.

• Removed the zoom tools from the footer, which are now available in the toolbox.

Undocked viewer updates: (343165, 559748)

• Now the system retains the undocked viewer if you select any option on the left pane.

• Moved the pagination tools from the toolbox pop-up to the footer of the IMAGE and NATIVE viewers.

Search Builder updates

Now, you can edit the name and search criteria of a saved search. (325535)

To edit a saved search name, perform the following steps.

1. In the Search box, click and then select Saved Searches.

2. On the search, click , modify the name, and then click .

3. On the search, click Edit to edit the search criteria in the Search Builder.

With this release, you can create a new search and save it. Then, you can select that saved search from Search History, and open Search Builder to view or edit the search criteria. At this time, only searches created and saved in this release (3.6) or later, will graphically populate Search Builder for editing. Searches saved in previous versions cannot graphically populate Search Builder. (325535)

Now, you can save a new search with the name of a deleted saved search. (712038)

Export documents with images

Added the Image option in the Output Formats for the Export Template when performing following actions. When selecting the Images option, you export the original images in PDF format. (341782)

• ANALYZE>INSPECT>Document Actions>Export>Export Documents

• REVIEW>Document Actions>Export>Export Documents

OCR updates

Added the ability to OCR a document in Hebrew. (724888)

Added the ability to identify PII/PHI

This function helps you to identify sensitive information like PII and PHI when promoting the documents. Once the PII or PHI is identified, the system displays the information types like Name, Address, and Social Security Number in the PII Entities Likely and PII Entities Potential fields. (691036, 713740, 716095, 714949, 709274, 708828, 718154)

• Currently, this function supports only the English language.

This function is not available for the following regions.

• South Africa

• France

This function is turned off by default. For more information to turn on this function refer to Modify PII/PHI detection settings.

For more information about the PII/PHI detection, refer to PII/PHI detection.

If the system fails to detect PII/PHI, the Exception field displays “PII Detection Not Completed”. When you retry the job after it fails, the system does not delete the flagged exception even if the job is completed.

The following PII/PHI are displayed in the PII Entities Likely field but these are not shown under the PII Elements tag category.

• Date and Time

• AWS Access Key

• AWS Secret Key

Due to the nature of PII, when using Automatic Processing to chain jobs together, when using PII we recommend you only chain jobs up to Filter / Promote or Export.

Production

Included File Path in Custom Sorting

During creation of production, the metadata field File Path is now made available in custom sort list of fields. When you select File Path for sorting, the documents sort according to their file paths. By default, the File Path sorting is in ascending order. (663574)

Production Template update

The Production template Images tab now displays a new checkbox Print With Annotation. Select this option to print Annotations. (666106)

Added the Searchable PDF option for the Image Format in the IMAGES tab. Select this option to provide searchable PDF output for the images. (638261)

Production Download job update

Now, a production download job that exports only images, can run successfully even if no fields are selected in the Data tab in production template. Earlier, if no field is selected in Data tab, this job would fail. This is useful when you want to download only images successfully without metadata. (694742)

Administration

Client Dashboard updates

Added the following Client Dashboard updates (406757, 501665, 380946, 728685).

• The Data Hosted by Project table is sortable and exportable. Also, you can filter the data by Project, Created Date, Hosted Size, Users, Document Count, Project Status, or Archived Date.

• You can select multiple projects while filtering the Hosting Size Breakdown and Last 30 Days Usage data.

Project settings update

Custodians: Now, you can sort and filter the custodians list in Project Settings>Custodians page. (380262)

Email categorization. Added the Email Categorization check box in the Processing Settings to turn on or turn off the automatic email categorization function during processing. (692838)

Deduplication. Added the Global Deduplication check box in the Processing Settings to turn on or turn off the automatic deduplication function during processing. (694937)

Near dupe & threading. Updated the Enable Near Dupe & Threading in Promotion checkbox name as Enable Near Dupe & Threading in the Promotion Settings. (711699)

PII/PHI detection. Added the Enable PII/PHI Detection checkbox in the Promotion Settings to turn on or turn off the PII/PHI detection during promotion. (691036)

Document List Settings. Added the Initial Amount of Documents to Display field to set the initial amount of documents to display in the Document List. (694215)

Project report update

Now, while generating the Search Hit Report, you can select multiple Filter Job Names. (638261)

Added the User Login History Report job pop-up

Now, you can view Job Details pop-up for the User Login History Report job in >CLIENT SETTINGS>CLIENT REPORTS. (708736)

Create New Project dialog box updates

Near dupe & threading. Updated the Enable Near Dupe & Threading in Promotion checkbox name as Enable Near Dupe & Threading in the Filter & Promotion Options. (711699)

PII/PHI detection. Added the Enable PII/PHI Detection checkbox in the Filter & Promotion Options to turn on or turn off the PII/PHI detection during promotion. (691036)

Desktop Client

Version upgrade for Windows in single step

Now, whenever a new Desktop Client version is available. you can seamlessly upgrade in a single step to the latest version. You only need to click the Upgrade Now button, and the application will take care and upgrade your Desktop Client to the new version. (333490)

Time Zone field for third-party loads

When loading third-party data via Desktop Client, if the data is of a different time zone than the project time zone, you can now select the desired time zone in Desktop Client and load the data. A new field TIME ZONE is added under Loading action in Desktop Client for this purpose. This feature is beneficial in viewing the loaded data time zone in Epiq Discovery application irrespective of the project time zone. (383155)

Time Zone on Desktop Client vs Time Zone on Project Settings

If you change the time zone in Project Settings, the same is automatically reflected in time zone of Desktop Client. The vice versa does not happen.

While Loading, if you have selected a different time zone in Desktop Client than the one present in Project Settings, then after Loading is successful, the documents display the date/time metadata in Inspect/Review page in the time zone selected in Desktop Client. Subsequent change in Project settings time zone will not affect the metadata of these loaded documents. (703626)

Validation logs for Collection jobs

Now, you can check the success/failure of collection jobs via Desktop Client with the help of newly added logs. These logs generate when you run the collection job in Desktop Client. They help you to easily identify the documents successfully uploaded to S3 and the ones that failed to upload. (675144)

Bugs fixed in Release 3.6

The following bugs were resolved in this version.

Number	Description
357834	Large-scale Yahoo\AOL email (>1000 emails per folder) can now be collected as needed. Collecting large amounts of Yahoo\AOL email can take time, depending on the content and scale of the data.
408208	Now, the system uses Aspose as an alternative to Tika if it fails to extract text from XLS files. When that occurs, the Processing Information field shows “Text extracted using alternative method”.
460046	The following error could occur when downloading a production: “There was an error processing an annotation or link.  There was a problem reading this document”. The issue is fixed now after upgrading Aspose.pdf to v22.6.
633786	The Chained processing job in Collection tab was failing and resulting in Java heap space error. Fixed the code so that the job completes successfully.
651838	Fixed an issue where the system flagged certain word documents with Parent Node Exceptions. Now, the system does not flag these documents with Parent Node Exceptions.
653485	Fixed an issue that could occur where extracted text is unavailable for a PDF file when the PST is processed, but when that specific parent MSG file was processed, the PDF text was available.
658547	Review | Document List | Fixed an issue where the field names were not displayed for the user created fields starting with the number values.
665051, 719209	Fixed an issue where the Undocked Viewer showed a different document instead of the selected one.
666768	In Processing of a PST, fixed an issue where the Exception was not properly coded as Empty file with a Document State of Processed.
682300	In Desktop Client, in a successful load job, when a document fails, verified that the failed document is not included as part of the load.
683254	Search Builder | When a Long Text tag was present in the project, the system showed the error message “Encountered an unexpected error. Retry the previous action or contact your system administrator” while searching for the documents with Tag = is null criteria. This issue has been fixed.
696032	In Desktop Client, fixed an issue where the collection job was not successful when the file contained a period (.).
698219	When collecting email from Yahoo, ensured that the emails are collected and reflect properly in the Collection Information dialog box.
698554	Processing | Corrected an issue where the Document State field of the processed zero-byte files shows DeNISTed instead of Processed.
699398	Fixed an issue where the system flagged the non-encrypted documents as an encrypted document. Now, the system does not flag these documents with encrypted file exception.
700931	Unable to view a specific pdf file in native viewer. The issue is fixed now after upgrading Prizmdoc server to v13.21
705822	Production | Fixed an issue where the Production job could stop at 0% because of the invalid tag category value in a production template in which Tag was selected to stamp the images.
708099	Fixed an issue where the system did not show an error message when you tried to save Project Settings after entering an IP address in an incorrect format, in the IP Whitelist field.
711399	Promotion job pop-up may not display correct counts until the job gets completed.
715175	Processing | When the system fails to extract attachments from a document after the third attempt, the system flags the document with an Exception and Processing Information.
718891	Fixed an issue where the Filter Information pop-up showed incorrect Terms Complete / Total Terms count.
724225	Fixed an issue where you could not delete redaction from a document in the Undocked Viewer because the default config was TRACE instead of ERROR.

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

Enhancements in Release 3.5.2

This release contains the following enhancements and updates.

General

Retry option disabled for old, failed jobs

When viewing jobs in Jobs Overview or the JOBS page, note that failed jobs display the Retry icon for up to a year. (708496)

Processing

Calendar deduplication method update

For accuracy and consistency, the deduplication method used for calendar files now matches the deduplication method used for email.

• Calendar files previously used a deduplication method based on Date Started\Date Ended values during duplicate identification.

• Now for calendar files, like email, we use a deduplication method based on Date Sent.

If Date Sent is not present in the calendar or email file, the following date hierarchy is used - Date Received, Date Started, Date Ended, Date Modified, and then Date Created. (702636)

Inspect/Review

Transfer to Relativity improvements/updates

Extended the Transfer to Relativity feature to all regions.

Third-party software updates

ESAPI upgrade

Upgraded ESAPI library to its latest version 2.5.0.0 (712703)

Bugs fixed in Release 3.5.2

The following bugs were resolved in this version.

Number	Description
648502	Processing | Fixed an issue where the PST file processing timed out while the items were being extracted.
673498, 702359, 702636, 707956, 708256	Processing | Now, the system populates the necessary date fields and shows the correct date values for the ICS files.
681444	In Desktop Client, a collection job failed when the document extension was "$$$”. Fixed the code so that collection job uploads such documents and completes successfully.
697895	In Inspect and Review, fixed an issue that could occur where subfolders were moved under a folder that was subsequently deleted. While that folder was deleted as expected, other folders on the same level were removed from display.
706962	Updated functionality, particularly in Cloud Collection, to ensure that duplicate documents cannot be introduced in Elasticsearch during processing.
710028	Fixed an issue where the Is Embedded field displayed “No” even though there were embedded objects for Real ICS files.
710030	For Real ICS files, the system extracted an incorrect number of embedded image files when you selected Default in the Embedded Images Extraction field under >PROJECT SETTINGS>Processing Settings. Fixed this issue and now the system extracts only embedded images over 15 KB as expected.
710680	Running several parallel transfer jobs could cause high CPU usage affecting user login. Fixed the code so that any number of parallel transfer jobs runs smoothly while balancing CPU usage.
715531	Promotion | Fixed an issue where Long Delete SQL Clause contained too many OR statements, which caused the failure of Promotion job.
715541	Promotion | Fixed an issue where checkpoint() was either called for every delete statement or not called at all depending on the number of batches.

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

Enhancements in Release 3.5.1

This release contains the following enhancements and updates.

Inspect/Review

Transfer to Relativity updates

The Transfer to Relativity feature is currently enabled in US regions. This feature will be available to additional regions in the near future.

Enabled prioritization for transfer jobs. Now, you can prioritize the transfer jobs in Jobs Overview page. Prioritization of transfer jobs can be invoked without affecting other job types in the system. (695606)

Desktop Client

Security warning update for Windows

Now, the Desktop Client is digitally signed and certified by Microsoft. (406730)

Bugs fixed in Release 3.5.1

The following bugs were resolved in this version.

Number	Description
640829	Fixed an issue where the worker IP might be terminated while processing a job because of timeout during flattening.
676846	When Custodian values for documents are updated/modified via a Loading job in Desktop Client, the 'All Custodian' metadata showed both old and new values in the application where ideally it should show only new values. Fixed the code so that 'All Custodian' field shows only new values in such cases.
697809	Production job could fail with an auto-redacted pdf document. Fixed the code to run the production job successfully in such cases.
699369	Previously, if a Filter job name contained special characters, then you could not get the proper results when searching for documents by that job name in Search Builder. Fixed Search Builder to allow searching for filter job names with special characters.
703095	The project invite hyperlink sent to users via email was temporarily broken but is now fixed.

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

Release Highlights

Release 3.5 contains the following features, as well as additional enhancements listed in this document.

• Added a new collection type that enables you to collect chat and email data from Bloomberg collections.

• Added a new Audit History Report that lets you:

  • Discover which document actions were performed on a specific set of documents within a specific date range.

  • Discover which document actions one or more selected users performed within a specific date range.

• For Department of Justice (DOJ) productions, added the ability to include the following metadata, as well as calculate MD5 hash.

  DOJ metadata	Epiq Discovery field
  DELIVERYRECEIPT	Email Receipt Requested
  READRECEIPT	Email Read Status
  HASHMD5	File Hash - MD5
  Is_Embedded	Is Embedded

Enhancements in Release 3.5

This release contains the following enhancements and updates.

General

Hover message for overflow text

Now, the application provides the ability to view overflown text on hover. Throughout the application, wherever the text is truncated due to length, it can be hovered to view the entire text. The truncated text can be identified by ellipsis symbol (…). (310048)

Collect

Added the ability to collect Bloomberg chat and email data

Now, you can add Bloomberg chat and email files to a collection using the Collaboration Tools option. When collecting these files, you specify the folder that contains a Bloomberg archive. While the system collects Bloomberg data from a single folder, you can include multiple archives under that folder.

For a Bloomberg chat, this action creates a separate document for every 24-hour increment. To find all documents that comprise a chat spanning more than a day, search for the Room ID within a date range.

By selecting Reduce Noise in the Collaboration Tools pane, you can filter and remove the noise-only transactions that occur when an attendee does not participate in the chat. For example, noise occurs where a participant entered and left without participating, or the participant’s chat is only a disclaimer. If all the participants entered and left the chat without participating, a message "Noise removed, no other content available" displays in the chat body. (340319, 309772, 309903, 677079, 680114, 684255)

For steps on how to collect this data, refer to Collect Bloomberg data.

Process

Processing report update

Updated the Processing report to include information about the number and file size of the promoted documents. (666965)

Analyze/Filter

Filter Information dialog box update

In the Job page, updated the Filter Information dialog box that appears when you select a Filter job to include Terms Complete/Total Terms. This line indicates the number of keywords for which the system filtered the information and the total number of keywords provided. (651784)

Filter template update

Updated the Keyword Scope field list to remove the Revision from the list because the Revision is an integer data type, and the Keyword Scope list contains only short text and long text data types. (685524)

Inspect/Review

Transfer to Relativity improvements

Action buttons update

In the Field Mapping page, moved the action buttons out of the vertical scroll and changed the Field Mapping template Save button name to Save Template. (666037)

Enhanced Field mapping for Short Text fields

Now, you can map the following fields in Epiq Discovery to Relativity.

• Epiq Discovery Short Text, non-multi-value fields map to Relativity Fixed Length Text, Long Text, and Multiple Choice fields. (679899)

• Epiq Discovery Short Text, multi-value fields map to Relativity Fixed Length Text and LongText fields. (678318)

Inspect>Added Document State field to export

In Inspect, for exporting document metadata, updated the metadata fields option list to include the Document State option. (403249)

Added new fields in Metadata

Added the following metadata for the documents on the Inspect/Review page:

For email messages:

• Email Read Status: Indicates whether the email message was read. Valid values are Yes or No. (673346)

• Email Receipt Requested: Indicates whether the email message was sent with a Delivery Receipt or Read Receipt request. Valid values are Yes or No. (673346)

• Now, the In Reply To field shows only alphanumeric characters. (673346)

For MD5 file hash:

• Is Embedded: Indicates whether the document is an embedded file that was extracted from a parent as an attachment. Valid values are Yes or No. (677274)

• File Hash – MD5: It is a common type of identification method, or file hash, used in eDiscovery to ensure they have not been modified. (673346)

Bloomberg email uses the existing email fields (To, From, CC, and BCC) and Bloomberg chat uses the following new fields: (340319, 309772, 309903, 677079, 680114, 684255)

• Room ID: Identifier of the room of the conversation.

• Participants: Name of the participants including the invitees and inviters.

• Participant Count: Total number of participants.

• Participant email: Email IDs of the participants.

• Participant Bloomberg email: Bloomberg email IDs of the participants.

• Invitees: Name of the users who were invited to the chat.

• Invitee Count: Total number of invitees.

• Invitee email: Email IDs of the invitees.

• Invitee Bloomberg email: Bloomberg email IDs of the invitees.

• Inviters: Name of the users who invited the other users to the chat.

• Inviters Count: Total number of the inviters.

• Inviters email: Email ID of the inviters.

• Inviters Bloomberg email: Bloomberg email IDs of the inviters.

Added Refresh icon in Tag pane

Updated the Tag pane to include a Refresh icon. Click this icon to refresh the listed tags as needed. (576835)

Search Builder

Annotations and redactions. Search Builder now contains a new option called Has Annotations that finds documents that contain annotations. The existing option Has Redactions now only finds documents with redactions. Before this release, the system considered annotations a form of redaction where Has Redactions found both annotations and redactions. These updates apply to anywhere field selection occurs, including in production templates and export templates. Understand that this update only applies to any native or image file that is added or edited with a redaction or annotation in this release (3.5) or later. (681027)

Additional new search options. The following new fields now appear in Search Builder (see Added new fields in Metadata for descriptions).

For email:

• Email Read Status

• Email Receipt Requested

For MD5 hash:

• Is Embedded (677274)

• File Hash – MD5 (673346)

For Bloomberg email and chat:

• Room ID

• Participants

• Participant Count

• Participant email

• Participant Bloomberg email

• Invitees

• Invitee Count

• Invitee email

• Invitee Bloomberg email

• Inviters

• Inviters Count

• Inviters email

• Inviters Bloomberg email

(340319, 309772, 309903, 677079, 680114, 684255)

Image Template update

The Image Template used in Imaging job has been updated for WORD Settings with a new field Add Hidden Content. This field allows you to specify whether to display the hidden content of the selected word document in output image or not. When set to “ON”, the hidden content will be visible in the output image of the selected document. When set to “OFF”, the hidden content will not be visible in the output image of the selected document. (658532)

Modify Metadata update

The Modify>Modify Metadata Document Action now displays Source in the list of available fields. There, using Create/Update or Replace, you can modify Source field values for selected documents. (462335)

Administration

Project settings update

Added the Project Created By field in Project settings to display the name of the person who created the project. (320307)

Project report update

Added the ability to generate the Audit History Report from >PROJECT REPORT. You can run a report to:

• Discover which actions were performed on a set of documents. To run the report, first create a Saved Search that contains the documents.

• Discover what document actions one or more users performed within a period of time. Document actions to track include: Tag, Folder, Metadata, Assignment, Conceal, Imaging, OCR, and Transfer. (439355, 568280)

Client report update

Added the ability to generate the User Login History Report for the Client Administrator or System Administrator. The User Login History Report contains information about when users log in and log out time, and the duration between those times. (374399)

Desktop Client

Loading updates

Job completes if some documents fail. Now, the Loading job will keep running to completion even if one or more documents fail, allowing the rest of the documents to finish. If a failed document occurs, a message describing the failure appears.

When the job fails for one or more documents, the system creates a DAT file and log file. The new log file contains the details of the failed documents, including the reason for each failed document. After job completion, you can use this log file to resolve the errors. Later, you can retry the same job and select the new DAT file for loading. (680294, 673900)

OCR Text File Path. You can now load the OCR Text File Path information into OCR text in Epiq Discovery.

When you load the DAT file, in Import Field, map the field with this information into the OCR Text File Path field in Epiq Discovery. (370159)

UNC paths. When importing, the system supports full UNC paths for the native, image and text file paths. The system supports the long file paths up to any Windows limitation. (380238)

Additional date and time format support. Loading now reads hours in 12-hour format when provided using 1 or 2 digits. For example, a preceding zero for "4:00 am" is no longer required. The system also loads dates without time, for example: 03/18/2023. (567934)

UTF8 format. Now, the system properly loads OPT and LST files in UTF8 format using the Image (OPT) and Text (LST) options. (666766)

Log file output location. Added the ability to specify the location of the log file created during loading.

When you select LOADING, in the LOAD SPECS section, provide the location in LOGFILE OUTPUT LOCATION. (415711)

Bugs fixed in Release 3.5

The following bugs were resolved in this version.

Number	Description
630357 634336	Upgraded PrizmDoc, which improved the display of some character sets in natives, text, and images after processing and promotion.
488149	Project List | Now, clicking the Previous, Next, First, or Last Page button returns you to the top of the project list on that page.
488410	Desktop Client | Now, you can successfully edit the project name. Then, the edited project name is searchable in the project list. Also, the system does not allow duplicate project names or special characters in a project name.
560530	Inspect/Review | When exceeding four digits, the page number properly displays in the page count box at the bottom of the Viewer.
573272	Administration | The system now properly records session timeout logout in MySQL.
623259	Search Builder | Promotion job names now appear in alphabetical order.
632918	Desktop Client | Download | Collection | Alphabetical lists appear in alphabetic order using case sensitivity.
632919	Desktop Client | Download | Export | Alphabetical lists appear in alphabetic order using case sensitivity.
644653	Search Builder | Folder Search | When a project name has two spaces, an error message appears while searching for a folder.
668395	Corrected an issue where, when using Modify Metadata>to update the Exception field with error text "Processing Exception; Failed to Extract Content" and then generating a processing exception report on that message failed.
670276	In Inspect/Review page, for ‘Export’ document action, fixed an issue where you could submit the job even without selecting a template, which is not the expected behavior. Now, the Submit button appears disabled until you select a template.
671752	For a data set, in Analyze>Analysis, under Concept List, fixed an issue where some of the Relevancy scores were not rounded and extended up to 10+ decimal places. Now, the Relevancy scores only display as whole numbers.
672377	In Analyze>Filter, when creating a new Filter template with ‘Export’ option selected, the ‘Save’ button remains disabled even after providing an export template. Fixed the issue so that the Save button gets enabled once the export template is created.
673045	Fixed an issue that could occur where a job did not process as expected.
676205	Analyze | Promotion | Corrected an issue that could occur in very large data sets where a promotion job might encounter a deadlock and log the message “Failed to run dedupe and promotion, will retry”.
676238 677547	Jobs Overview | For a Promotion job with a deduplication method selected, the Promotion Information pop-up now displays accurate document transaction counts.
677050	Processing | Corrected an issue where the system might not extract data from ZIP file due to a header error.
678007	Previously, when a promotion job failed and no documents were promoted, the log showed the message as "promoted document count". Now, the log shows "promoted document count" only if the promotion job succeeds.
679970	The system does not allow hyphens in the Tag names. Now, if you add a hyphen when creating a Tag name, the hyphen is automatically removed.
680558	The Loading job was failing when a DAT file was tried to load with or without natives. Now, the issue is fixed, and the Loading job is completing successfully.
681347 683036	On running promotion jobs, some documents resulted with multiple Thread ID field values. Now, the issue has been fixed so that only one Thread ID value is generated per document.
683030	On running promotion jobs, some documents resulted with multiple Similarity field values. Now, the issue has been fixed so that only one Similarity value is generated per document.
684667	Ensured that the Document Action>Modify Metadata contains only fields that can be updated.
685524	Now, the Filter job completes successfully without displaying the Retry icon when you use a search term with a space and * at the end.
689602	Now, the system no longer displays the DTSTAMP field on the native file for ICS files in PSTs. This field does not contain relevant information.
679500	Earlier in Search Builder of Inspect/Review, when multiple tags were selected, they were not wrapped in parentheses which could result in incorrect results if another criterion is added. Now, the tags phrase will get automatically wrapped in parentheses in search output ensuring no errors in the result.
693037	Document Actions | Export | Corrected an issue where the document metadata values might be missing in CSV when exporting the document metadata.
693321	Desktop Client | Loading | Corrected an issue where while loading an image file of more than 200 pages, the imaging pages were not in order when using the single page TIFF for loading.

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

Release Highlights

Release 3.4.2 introduces the Transfer to Relativity feature. This release adds the ability to transfer files, extracted text, metadata, and tags from Epiq Discovery to Relativity. This new Document Action, available in INSPECT and REVIEW, enables you to select the files to transfer from the Document List. Using this feature, you can automatically map matching fields, specify additional mapping as needed, and choose the folder location for the transferred data.

The following section describes these features, as well as other enhancements in this release.

General Improvements

Improved Document List Load Performance

Significantly improved speed and efficiency when loading a Document List that contains more than 10K documents. (654077)

Inspect/Review

Added the ability to Transfer documents to Relativity

You can use the Transfer feature to transfer selected documents from Epiq Discovery to Relativity. To transfer documents in Inspect or Review, you need the Relativity URL and your credentials to that instance. To connect, make sure that the Relativity instance is a publicly accessible URL that is not privately located behind a VPN.

To effectively track the transferred documents, we suggest using the Folder Document Action to create and store the documents you want to transfer. Then, when you transfer the documents, you can go to the folder and quickly select all the documents for the transfer.

When transferring documents, you must map Epiq Discovery fields to Relativity fields by automatically mapping fields with the same name and compatible data type, manually mapping fields of similar data type, or creating new fields in Relativity. Note that the unique identifier for a document in Epiq Discovery, the Document Number field, always automatically maps to the Identifier field in Relativity, regardless of the field name.

Review the following help topics for more information.

• For steps on how to perform a transfer, refer to Transfer to Relativity.

• For information about information is mapped, refer to Field mapping during transfer.

• For information about any documents that might have failed to transfer, refer to View Failed Transfer reports.

Search for a Transfer Job

In Search Builder, you can now view the contents of a Transfer job. To find documents in a specified Transfer Job using Search Builder, select Transfer Job, includes, and then select one or more Transfer job names. You can also find documents for all Transfer jobs using is not null, or documents not included in any Transfer job using is null. (655917)

Bugs fixed in Release 3.4.2

Number	Description
671292	Processing | Now, the system uses date hierarchy (date sent, date received, date started, date ended, date modified, and date created) to ensure a unique file hash for calendar items in ICS files where Date Sent is not populated (for example, in draft calendar items).
671771	Document Actions | Modify Metadata | Now, when creating or replacing a field value, the system allows only whole numbers in the integer field.

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

Release 3.4/3.4.1 Highlights

This release contains the following new features.

• You can now select Bates fields from a specific production to appear as columns on the Document List in INSPECT and REVIEW. Using Manage Fields, you can add Begin Bates, End Bates, Begin Attach, End Attach, Attachment Range, Parent Bates, or Child Bates for any successful production job.

• Updated Search Builder to include the ability to graphically add nested logical searches. You can now build your searches by selecting options to add criteria and groups, and the logical operators (OR, AND, and NOT) to evaluate them.

The following section describes these features, as well as other enhancements in this release.

General

Enhanced capacity in promotion jobs

Epiq Discovery now supports over 1,000,000 documents per promotion job. (641099 and 640030)

Enhanced usability and navigation

• Home page updates. Added hovertext to the Home page icons that display when the page is minimized to the point where the top menus become icons. (376631)

• Profile menu updates. For better visibility, we moved DESKTOP CLIENT, ABOUT, and CONTACT SUPPORT to the Profile menu. The DESKTOP CLIENT menu opens a page with information about how to install Desktop Client.

  • For Client Administrators, click to display links to the client list, settings, reports, and dashboard.

  • For Project Managers, click to display the project list, settings, reports, and dashboard.

  • To access Epiq Discovery Help directly, click . (399378)

Process

Processing report update

Updated the Processing report to include information about the number and file size of the promoted documents. (666965)

 

Enhanced IBM Notes extractions

Updated processing to properly extract all items from NSF (Lotus Notes) archives. This includes the creation of skeleton records for any unrecognized items in the archive. (656683)

Inspect/Review

Updated Search Builder

Search Builder enables you to build complex searches using our new graphical tools. Use these tools to quickly create nested logical searches. For more information about Search Builder, refer to Use Search Builder.

1. Click in the box and select Search Builder, which appears as follows. Select the bottom, right-hand corner and drag the builder down and to the right to provide more room when needed.
   

   

2. To start creating your search, select a field in the dropdown. All fields appear in this dropdown. When you select a field, additional dropdowns appear that request more field information to build the criteria. Make your selections as needed. For example, in the following figure, the Custodian field is selected. In this example, you could select one or more custodians or all custodians.

   

3. Continue to create your search as needed. The following figure shows how you can make additional changes to the search. In the figure, callouts point out specific areas of Search Builder.

   

   1. Select +Criteria to add additional criteria, for example: Custodian is Ginger Montera AND Date between 01/01/2021, 10/10/2022. You can also select +Group to add another grouping, as shown below by the last row in the example: Source in Personal Computer.

   2. The +Group button automatically adds parentheses around the selected criteria in the search output, reducing the manual effort of adding parentheses in the search output.

   3. For the criteria or group, choose the logical operator (NOT, AND, OR) as appropriate for your search.

   4. Use to the left of a criteria to move it up or down in the search.

   5. Use to the left of a group to move the group up or down in the search.

4. Optional. As needed, to remove an item, click to the right of a criteria or group.

5. Make sure to select Include Family when you want to include family documents in your search results, which behaves as it did in previous versions.

6. When your search is defined as needed, in the top, right-hand corner of Search Builder, click Search to return results in the Document List.

7. Optional. In Search Builder, if you need to clear all criteria and grouping, select Reset. (309836 and 643442)

Review>Assignment update

In Assignments, added the ability to unassign an assignment without requiring you to assign the batch to another user. This enables you to place the assignment back into the pool so that any available user can select it. (339010)

Search Hit Report improvements

• The Search Hit Report now displays the job name. (309955)

• When creating the Search Hit Report, you can now choose whether to include the Analyze tab in the report using the Include Summary option. If you uncheck this option, the Search Hit Report does not show the Analyze tab. (651349)

Export and Production

Added name in Production Settings

In REVIEW> or in PRODUCE, when you select a production to view Production Settings, the General tab now displays the Production Name. (398461)

Updated Production options

Enhanced labeling shown when creating a production.

• On the Document Stamping page, the Keep Families Together (Sorted by Parent) checkbox now has a hovertext that further explains the checkbox. The hovertext reads “Allows sorting on parent values while still keeping families together. Use when all documents have parents.” (436682)

• When defining or updating a production template in the DATA tab, updated the Data Load File Format option to show “Concordance” instead of “Concordance Format.” (488151)

Display Bates fields in Document List

You can now display production Bates fields in the sortable Document List. For information about how to add Bates fields as columns, refer to Display documents with Bates values.

Desktop Client

Download production enhancement

When downloading productions, under DOWNLOAD NAME, Desktop Client now lists the production names alphabetically. (632917)

Loading existing File Type metadata

Previously, when loading data, the system automatically detected and assigned the File Type field. Now, if present, the document File Type can be imported from the load file. When this occurs, the system detected type is displayed in the Epiq Discovery Application Type field and the loaded field is displayed in the File Type field. (622978 and 661215)

Administration

Delete project message

When you delete a project, the system now shows the number of documents in the project that will be deleted in the confirmation message. (596804)

Bugs fixed in Release 3.4/3.4.1

Number	Description
338941	Assignments | Saved Search that Includes Family is not always respected when Include Family not checked in Assignment.
623234	Processing: Fix issue where Extracted Text might display “Error! unknown document property name”.
642210	Desktop Client | When viewing a loading job, ensure Retry works as expected.
647406	In document metadata, ensure Inclusive field identified properly for email threading.
647863	Ensure Data Name displays as expected when viewing processing jobs.
649697	Search | When used as the first word in a multiple w/ search, in certain "not" was not parse as the NOT operator. Example: ("not" w/10 one) w/20 Sam).
649729	Project Settings: Ensure validation of email in Project Settings>Users>Invite so user invitations work as expected.
650362	Production | Selecting Keep Families Together when a family is not complete allows job submission but doesn't always fully submit the job.
651559	Unable to edit the Custodian name with the same name as a deleted Custodian.
651909	OneDrive Collection | Unable to collect more than 200 files per job.
655819	OCR Job failed for loaded image document.
657531	Document List reverts to page 1 after adding a document to a folder.
659254	Document List reverts to page 1 after creating a new tag.
660123	When Reprocessing using only Replace Native, ensure that the file is replaced and appropriate metadata changes occur.
660354	NSF file messages were not extracted due to File Not Found error.

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

Release 3.3 Highlights

This release contains the following new features.

• In Review and Inspect, the Document List now remembers the last saved grid configuration. When returning to the sortable Document List, the columns that display, as well as their order, location, and sort appear the same as when you last viewed it.

• Added the ability to save the Document List configuration in a Display template in Review or Inspect. By setting up Display templates, you can create various views of the Document List. You can also specify a Display template as your specific User template or as the Project template available for all users in the project.

• Enhanced filter templates with ability to filter within selected Folders or Tags.

• Added the ability to collect from Amazon Simple Storage Solution (S3).

• Updated the Desktop Client login for SSO.

The following section describes these features, as well as other enhancements in this release.

General

Performance testing and improvements

Certified the application for significantly increased capacity for Processing, Filter, and Promote with Near Dupe/Threading disabled as per database specifications. (631848)

Collect

Updated Cloud Collection for Amazon S3

When you select COLLECT>Cloud, the Collect dropdown now shows Amazon S3, which includes the following additions. The following list shows the Amazon S3 specific options. (572537)

1. Select Single/Multi Custodians. If you select Multiple Custodians, supply a CSV file that contains the Custodian to Folder mapping in the format of First name, Last name, Folder. (631762)

2. AWS Region displays the appropriate region.

3. Supply the Cloud Container Name for Bucket Name. (631761)

4. Supply the Cloud Container Prefix for the Folder/File Path.

5. To add custom metadata during collection, select the Custom Metadata checkbox. Then, you can select up to 10 user-created short text or long text fields to populate during collection. (638980)

Process

Email metadata extraction enhancements

Updated extraction method to ensure that the date email was sent is extracted from the following email header information: Date, Sent, SentDate, and DateSent. In addition, ensure that the date email received is extracted from the header: Received. (575096)

Improved processing of OneNote files

Processing now supports extracting metadata, text, and attachments from Microsoft OneNote files saved as a .ONE file. (336033)

Improved processing of Outlook Express archives

For DBX email archives (Outlook Express), processing now supports extracting messages, metadata, and attachments. (644308)

Improved ICS calendar extraction

Processing supports improved .ics calendar file extraction, including normalizing date/time stamps and extracted text to the Epiq Discovery’s Project Settings under Time Zone. (434721)

Capture archive folders

For compressed archives such as 7zip and RAR, processing now captures the archive folder structure to the File Path metadata. As such, File Path for a file in the archive reflects a direct path to the file representing all levels of folders in the archive. (638199 and 638675)

Analyze

Added Folders and Tags to Filter template

In ANALYZE>Filter, added the ability to select one or more Folders or Tags to filter within.(358722) For more information about Filter templates, refer to Create a filter.

Added ability to extract attachments during Reprocess

In ANALYZE>Inspect, when you use the Document Action for Reprocess, you can choose whether to extract attachments as part of the reprocess action. To enable this new option, select Extract Attachments.

When extracting documents during the reprocess action, the file hash for Parent documents is updated. As such, when Extract Attachments is selected, Recalculate File Hash is not an available option. (401885)

For more information about the Reprocess document action, refer to Reprocess documents.

Inspect/Review

Document List enhancements

Enhanced the Document List so that the last saved configuration is remembered and displayed when you return to the Document list. In addition, we added a new feature that enables you to create and manage Display templates for the Document List grid. You can save a Display template as a User Display template (available to you) or a Project Display template (available to anyone in the project). (345600, 637893, and 638395)

For more information about creating, managing, switching templates, or template precedence for Display templates, refer the Help section on Document Lists and Display templates.

Document Action Status Enhancement

When clicking Submit on a Document Action, a progress indicator now appears while the data is gathered to complete the submit action. The indicator displays to show that work is in progress to alleviate any question of whether the submit action was performed. (640034)

Export and Production

Production Stamping enhancement

Previously, when creating a production, in the IMAGE tab, when you define the Stamp as a Field, the options were limited to the selected fields in the DATA tab. Now, you can select any available field in the project. (386532)

Desktop Client

Enable SSO for Desktop Client

In Windows, Desktop Client now supports SSO authentication. In the Identity Provider field, supply the Tenant Name (Subdomain) that identifies your SAML login. If the user’s Identity Provider acknowledges their credentials, the user is only asked for their Email for single sign on. (327519)

In a related enhancement, when using SSO authentication, users cannot authenticate via other methods. They must log in via their SSO accounts. (562660)

Loading enhancements

During loading in Desktop Client, while you cannot map to the system Document Number or Family Number, in the Add New Field dialog box, you can now load that data to a new or existing field. (369863)

Mapping to field

Changed field names in the DAT when loading to ignore lowercase/uppercase when matching. Previously, the match had to be exact case. (423000)

Administration

Enable/disable Analytics

If you are the Project Manager or higher role, you can disable or enable the Analytics functionality in Epiq Discovery. This functionality appears under ANALYZE>Analysis, including Theme Wheel, Concept List, and Word Index. Analytics are enabled by default. Understand that disabling Analytics also disables Near Dupe and threading. (631721) For more information about disabling Analytics, refer to Modify project settings.

Updated fields in Create New Project

To clarify the available actions performed when creating a project, this release no longer displays the Add User and Multifactor Authentication options in the Create New Project dialog box. Instead, when you create a project, you can import users from another project. In addition, you can add users to an existing project through Project Settings, where you can also set Multifactor Authentication. (558728 and 370876)

Bugs fixed in Release 3.3

Number	Title	Fix
349812	Password Reset feature does not work with uppercase email addresses.	Password reset now works correctly, no matter the case.
408707	Collection| Unable to collect a 10 GB file from OneDrive URL	Resolved worker space issue so that collection job collects a large 10 GB file from a OneDrive URL as expected.
502720	Third Party Library - Aspose: API hangs while trying to decipher PDF page color causing As-Is Production slowness/fragment timeouts	Implemented an Aspose upgrade to allow As-is production detection of color vs. black and white to proceed efficiently.
625102	User is unable to login due to "An error occurred when attempting to request a token"	Fixed the issue to so that token request occurs as expected.
637296	AppProcessing | 'Received an UnknownHosException when attempting to interact with a service' when uploading files	Implemented retries so that the parent and child file upload as expected.
638274	EC2 Workers | Could not upload file to s3 message appears while running promotion job .	Fixed an issue with workers that now allows the production to be successful
639742	Promotion: Job failed with error 'thread waiting for the response was interrupted'	Promotion no longer times out and keeps heartbeat for both near dupe and threading.
640243	Filter does not run correctly with more than one internal ES index	Its now handled properly when there is more than one ES index.
640913	Issue occurred in Quick tags when using the same tag name, regardless of tag category.	Fixed a Quick Tag user interface issue that occurred when duplicate tag names (with different categories) are used.
641265	Filter Job Name with length greater than 37 characters causes failures	In Filter, updated the user interface to allow for a maximum of 50 characters for Job Name.
641726	Processing | File Name field not appearing for .MSG files extracted from ZIP Archive.	File name now appears as expected.
642666	Contact Support Form | Reported By Field is not populated in ServiceNow Incident	Successfully populating the Reported by field.
642706	AppProcessing | Heartbeat call for PST Extraction fails to work correctly	PST no longer times out and keeps heartbeat as needed during long running jobs.
643718	Processing might show Java Heap Errors on mbox files	Streamlined processing so that mbox and other file types are more efficiently identified for processing.
643838	New Frame/Undocked Viewer | Persistent	Highlighting Does Not Display Highlighting displays correctly in new frame/undocked viewer.
647334	Unable to create new projects from another project	Corrected exception that could occur when importing folders during a create project action.
647610	Collection | Unable to collect the subfolders from a OneDrive URL	Resolved the issue so that a OneDrive URL collection job (Cloud) collects subfolders as expected.
647761	Project Manager | Disposition Permissions	Corrected permissions to allow Project Managers the ability to archive and delete projects, as expected.
647840	Production | If you replace the native file with an empty file and then image that, it does not get a placeholder image in Production.	Corrected an issue that could occur if a file was promoted, replaced with an empty text file and imaged, and then included in a Production where the system assigned the same Bates number to the empty text file and the following file.
648499 and 639944	Production | Renamed field not reflected in DAT | Default Production Template or templates saved from the default	Corrected the issue so that fields renamed in the Default Production template or templates based off the default now show the renamed field using the following format: OriginalName (NewName). In the DAT, the renamed field appears (NewName).
648962	In Filter, when the first attempt successfully ran terms but then the subsequent second and third attempts have no successful terms, the KeywordHits field is not displayed in Search Builder.	Fixed the issue so that KeywordHits field properly populates if there are any successful terms, regardless of the number of attempts.
650381	In some cases, during processing, extracted email header information might be incomplete.	Fixed the issue so that email header information extracts to metadata as expected.

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

Enhancements in Release 3.2

This release contains the following enhancements and updates.

General

Database Management

Improved database management to increase overall application efficiency. (575661)

Data Overview/Jobs Overview updates

In Data Overview, a Data Name is automatically removed from the list when it no longer has any associated documents and the Collection job is removed from Jobs Overview (465639).

Process

Archive extraction update

To improve extraction success when extracting certain compressed archives, Epiq Discovery now subsequently implements Unzip. If 7zip fails but Unzip is successful, the "Processing Information" field is populated with: Extraction Failed: "Extracted using alternative method." Processing Failed: "Processed using alternative method." If both methods fail, the Exception value is set to Failed to Extract Content. (621559)

Analyze

When a filter job displays "Filtering job <name> has failed", the system automatically generates a report that you can download. This report provides information about any failed search conditions. For more information about the Failed Search Term Report, go to View failed filter terms. (386055)

Inspect/Review

Search

Switched from interval queries to Elasticsearch span queries in order to allow greater term expansion. This expands the term limit from 128 to a 1024. (622744)

Modify Metadata Improvements

Increased stability of the bulk Modify Document Action using checkpointing so that the job specifically tracks its own progress. Using checkpointing, if a document/fragment/specific part fails, the job knows where to continue from. This strengthens the audit history updates associated with bulk modify jobs. (577900)

OCR for Redacted Text change

To enhance usability in OCR Document Actions, the OCR for Redacted Text option is now automatically checked. (564138)

Export and Production

Modify Data and Text settings in existing production

After creating a successful production, you can modify DATA and specific TEXT settings. This feature enables you to download updates to productions without the need to rerun them. To modify an existing production, perform the steps in Modify settings in existing productions. (340770)

Administration

Rename/Delete user created fields

In Project Settings, we added the ability for the administrator to rename or delete user created fields. When you rename a field, the new name is automatically applied wherever the name displayed. Note that you can only delete user created fields that are not currently in use. You can rename or delete the field any time after creating a new field. To rename or delete a user created field, perform the steps in Edit fields.(422956)

Third-party software updates

PrizmDoc

Upgrade Viewer and Server to 13.17. (622684)

Elasticsearch

Updated the refresh interval for document audit indices to increase Elasticsearch stability. (632585)

Bugs fixed in Release 3.2

Number	Title	Fix
562971	Creating a source that results in a duplicate source abbreviation for document numbering system can result in unexpected error.	Now, if a source uses an existing abbreviation (such as June and July both abbreviated as JU), the system appends a number. In the example above, the first source used, say June, would be JU and the second source with the same abbreviation, say July, would be JU1.
568666	PrizmDoc | Exclude file extension for archives	The system excludes archives from viewing as expected.
571689	Export module exporting text files into single folder instead of subfolders	Export now properly exports text files into subfolders.
571985	Reprocessing a file without a file extension in MySQL could return a Null Pointer Exception	Corrected the issue so that files without extensions now successfully reprocess.
574616	Text based emails are not always displaying Sent date correctly in the Text Viewer	Incorrect dates no longer display.
574689	Surrogate Characters | Handle Properly Across Components	When UTF16 surrogate characters are encountered, they are handled so that jobs complete as expected.
621414	All Custodian Date field could fail to update when All Custodian Path field is updated	Fixed the issue so that any time the All Custodian Path field is updated, the All Custodian Date field updates as well.
623837	ES cluster node CPU utilization is reaching max when running Bulk Modify metadata job	Fixed the issue.
624813	Analyze > Filter: Start Date doesn't work until End Date is filled	In the Filter Template Info, updated messaging to explain that both fields are required: "Date range is inclusive and requires a Start and End date. Leave blank if no filter is to be applied."
625274	Failed to extract text from UTF16 text files	Fixed the issue.
629720	Search Hit Report | If More Than One Attempt, Counts are Incorrect	Fixed the issue so that all counts are cleared before a retry.
629756	Processing | Invalid Dates Extracted	Fixed the issue so that invalid dates are not stored.
630061	Desktop Client Local Collection: File Path (relative path) might be captured incorrectly in the metadata.	Fixed the issue so that the relative path is captured as expected.
630640	Filter Job could result in table lock with data filters for large sets of document run concurrently	These filter jobs now complete as expected.

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

Enhancements in Release 3.1.1

This release contains the following enhancements and updates.

Inspect/Review

Added ability to replace Extracted or OCR Fields

Enhanced the Modify Document Action with the ability to replace Extracted Text and OCR Text for the selected documents. The replace action deletes the existing value and replaces it with the supplied value. You can supply up to 1024 characters as the replacement text. Go to one of the following sections for more information: Modify Extracted or OCR Text in Inspect or Modify Extracted or OCR Text. (396409 and 572556)

Proximity search improvement

Apply logic for proximity searches only as needed when proximity is explicitly used. For example, proximity logic is applied for "Benji w/2 Silver" and not applied for non-proximity searches "Benji Silver*". (622747)

Export and Production

Added page count to validation

When creating a new production, the validation now provides the Total Pages in Production, as shown below. Refer to Create production for more information about productions. (411855)

Handling empty text files

For production, when a document does not have an extracted, transcribed, or OCR text, the system provides a 1kb text file instead of a 0kb text file. (566484)

Branding/Stamping

• When setting up branding for productions, you can now enter multiple lines of data under Stamp for User Input or Field.(572524)

• Improved the readability of branding that appears on documents by making sure the branding wraps at natural breaking points after full words. (457879)

Desktop Client

Date Formats on Loading

When loading jobs, the Date/Time values now automatically adjust into the format of the user's locale to streamline loading data into the system. (372113)

Apply custom metadata during collection

When creating a local collection in Desktop Client, you can now apply custom metadata. To do this, perform the following steps. (378441)

1. In Desktop Client, click Local.

2. Fill in the job name, select the files, and pick the custodians as needed.

3. Click the Apply Custom Metadata checkbox, which displays a table.

   

4. In Field, select an existing user-created field (short or long text field).

5. In Value, provide the field content.

6. Click SUBMIT.

Third-party software updates

PrizmDoc

Upgraded Viewer and Server to version 13.16. (575106)

Bugs fixed in Release 3.1.1

Number	Title	Fix
331094	Viewers | Natives | Redact appears in the dropdown even though you cannot produce native redactions	In Viewer, when viewing Natives, removed Redact from the dropdown.
437829	Production > Branding | Custom Short Text Tag field value showing underscores for spaces on production images.	Fixed the issue so that spaces display as expected.
562293	In Desktop Client, when loading using a DELIMETERS setting for New Line Character (®) isn't making the new line in the field.	When the system encounters the specified New Line Character, the field content adds a line feed in the field, as expected.
574543	Desktop Client | Time zones are different in EpiqDiscoveryClient.Log and the DesktopClient.Log	Adjusted the time zone in DesktopClient.log to show times using UTC time zone, matching the time zone used in EpiqDiscoveryClient.log.
598613	Search Hit Report, when Include Custodian is checked, the Search Hit Report Detail tab shows a title of "All Custodian" and the custodian as First name, Last name.	Corrected the labelling on the Search Hit Report Detail tab. Changed the "All Custodian" title to plural "All Custodians" and corrected way the custodian is listed (Last name, First name).
622618	Processing > Encrypted zip files show "Failed to Extract Content" in the Exception field instead of "Encrypted File".	In ANALYZE>INSPECT, when viewing the Metadata for an encrypted zip file, the Exception field now contains "Encrypted File".

This release contains updates and improvements to Epiq Discovery. The following list highlights some of these new enhancements, followed by bugs addressed in this release.

• Using Create New Project, you can now import folders when creating a project. For more information, go to this section: Create project by copying settings.

• In the tagging panel, you can now drag to reorder tag categories and reorder tags within a category. For more information, go to this section: Enhanced tagging panel.

• In ANALYZE>INSPECT or REVIEW, you can now upload a list of document numbers to add to a new or existing folder. For more information, go to this section: Upload CSV of document numbers.

Enhancements in Release 3.1

This release contains optimizations and updates to improve performance and increase scalability.

General

System enhancement. Enhanced monitoring of workers to ensure a healthy state. (396700)

Language enhancement. Installed additional fonts to provide increased support of Chinese, Japanese, Korean, and other languages in Native (Accusoft PrizmDoc) and Image (Aspose). (568144)

Connection. Enabled connection to Epiq Discovery when a client's VPN employs a content filter (such as Websense) that restricts access to third-party JavaScript libraries. (502364)

Collect

During collection, when you choose Process Automation to automate the eDiscovery process through Production, you can now specify how to sort the data and specify whether to keep families together, as shown in the Sorting section in the following screenshot. You can specify up to three levels of sort, by document number, family, thread, or file name; or create a custom sort. (335730).

Process

Email attachment file extension detection

Streamlined the detection method for email attachment file extensions so that the Tika extension determines the library used to extract the attachment. (462894)

Updated the Processing Exception Report

• Added a new Custodian Summary tab to this report that contains a matrix of the selected custodians and the excluded items per custodian. The following column header shows the information in this tab. (503675)
  

• Separated the types of exceptions into two tabs in the Processing Exception Report: Material Exceptions and Informational Exceptions. (503676)
  

• Added a column labeled Promoted that contains either Yes or No to show whether the document with the exception was promoted. This column appears as the last column on the right in the previous figure. (503677)

• Updated the file format to an Excel file when the report contains up to 45,000 rows. If the processing exceeds that limit, the report appears in CSV format. (504296)

• Removed branding exceptions from appearing in the Processing Exception Report and from the Exception Report Glossary. Changed the Exceeded Max Processing Attempts processing exception to display as Processing Exception error to reflect the exception type. Updated the Exception Report Glossary to reflect this as well. (557431)

Archive identification

Increased identification of information by displaying the Message Class from PST/OST archives. (558768)

Analyze

Promotion Information box additions

When you view a Promotion job in Jobs Overview, additional information appears to show the Number of documents selected, Number of documents selected with Family, Number of documents promoted, and the Duplicates Not Promoted. The Duplicates Not Promoted line shows the number of documents that were submitted but not promoted because of deduplication. (560234)

File hash recalculation

In the ANALYZE>INSPECT, you can now run a Reprocessing Document Action that only recalculates the file hash. For more information, go to the Reprocess documents topic. (502697)

Inspect/Review

Enhanced tagging panel

Updated the tagging panel so that you can drag to reorder tag categories and reorder tags within a category. Drag any tag in a category, or tag category, and drop it in the new location. Changing the order of appearance in this panel also changes the order displayed in the Tag popup in the Viewer. (403909)

Saved searches

Added a confirmation box that appears after you delete a saved search to make it clear that the deletion is permanent. (309925)

Upload CSV of document numbers

Updated the Folder document action so that you can upload a list of document numbers to add to a new or existing folder. For more information about this new feature. (414350)

• For ANALYZE>INSPECT, go to Populate a folder using document numbers.

• For REVIEW, go to the Populate a folder using document numbers.

Export and Production

Set text precedence

Simplified the text precedence functionality in the TEXT tab of the Production Template. Export precedence now logically follows the designated order. In addition, in the TEXT tab, you can now specify the order of precedence as to which extracted text should appear if one or more types exist for text output.

• Successful processing provides the Extracted Text.

• OCR Text results from Document Actions>OCR.

• Transcribed Text results from Document Actions>Transcribe on audio or video files.

You can set the precedence of the text used as needed. For example, you can set OCR Text before Extracted Text if it should take precedent. Use the up and down arrows to move the current selection up or down in order. (388384)

Administration

Dashboard improvements

Enhanced the Help topics for Client Dashboard and Project Dashboard.

• Client Dashboard. Updated the Help content for the Client Dashboard topic to address the data points shown on the dashboard and the calculations used for predictive data. (502822)

• Project Dashboard. Updated the Help content for the Project Dashboard topic to address the data points shown on the dashboard and the calculations used for predictive data. (502856)

Create project by copying settings

When you create a new project by importing settings from an existing project, you can now import Folders. This additional option appears in the Create New Project dialog box, under Import Settings. (436788)

Desktop Client

Pasting a path

When collecting files using LOCAL, you can quickly navigate to a location by pasting a path that was previously copied from File Explorer into the SELECT FILES field. (368761)

Loading using relative paths

During local collection from the Desktop Client, you can now choose to collect a portion of the path, a relative path, rather than the full path. As a result, the File Path field for the loaded documents will contain the relative path instead of the full path. The relative path is the full path less the path shown in the SELECT FILES box. To choose relative paths, in LOCAL, select the Capture Relative Path checkbox. (557327)

Remove via Document Actions

Simplified LOADING options in Desktop Client. Now in the ACTION dropdown, the Replace/Remove action no longer appears. To remove metadata, natives, or images, refer to the Document Actions available on the web client. (413135)

Bugs fixed in Release 3.1

Number	Title	Fix
324517	Search Hit Report | Chart displays out of order	If there are documents with no date values, the graph area shows “No Date Available”. Graph data displays as expected.
400749	Client Dashboard | Last 30 day usage report does not load.	Fixed the issue so that the Last 30 day usage chart renders appropriately.
403829	Processing | Investigate possible areas where workers might stall	Workers completing as expected.
413237	AppCollection: "Failed to write file" message appeared when collecting large Gmail account	Fixed issue so the collection processes as expected.
415540	Processing | Could not extract message due to NullPointer exception	Fixed the issue.
487276.	Canceled production job did not stop properly	Fixed the issue so that canceled production jobs clean up and conclude as expected.
500792	Desktop Client | Loading | Update | FamilyID is updated when not mapped	During loading, FamilyID field is only updated when Family Number field is mapped.
503621	Inspect | Search: While a search syntax error appears in the toast message, the document list is blank as if the search returned no documents.	When a search syntax prevents the query from executing, the document list shows a spinner to reflect that scenario.
505826 and 380351	Loaded PDFs | using Modify Document Action to replace the image with TIFF file placeholder does not replace the image	For Loaded documents, OCR now reads from the image rather than the native.
526819	Review: Loaded Docs with white redaction show black in production	White redactions with black text now appear as expected.
529461	Desktop Client | Loading | Update/Create Not loading for Images or Text Files	Update/Create creates new documents or updates existing documents with the new information provided in the load. When an OPT/LST is provided, the new images and/or text is appropriately applied to the documents.
544902	Desktop Client | Loading can stall after updating OPT file	Fixed the issue.
551619	AppProcessing | Undeliverable emails not getting all metadata fields	Fixed the issue.
558754	Assignments (Without Family) | Untagged View Does Not Look at Assignment Tag Categories	Fixed the issue so that Untagged Documents displays only documents not tagged with a required tag category in the given assignment when in reviewer mode.
560572	Folders | Child Sub Folders are created even if parent folder is deleted/inactive	If multiple users view the folder tree concurrently, the system ensures that subfolders cannot be created when a parent folder is deleted/inactive. Instead, if this is attempted the following message appears: "Folder [name] cannot be created under parent folder [name]. The parent folder has been removed."
561377	Billing | Stored procedure GetBillingStats updates with incorrect quantity on duplicate record with _INT018	Fixed the issue.
563386	Desktop Client | Loading | Exception Failed 417 Error Message	Loading job completes as expected.
563677	Download | Export not working with Large datasets of xlsx files	Export downloads correctly.
563798	Export | "Native Path" field value in DAT = "." When no native is available	Fixed the issue so the Native Path field is empty when no native is available.
564368	Processing | Processing job created skeleton records with following error 'This is not a structured storage file'	These collection and processing jobs complete without exception.
565431	All Custodian Date Not Populated in Inspect page view	In INSPECT, Document List Settings now displays the results of All Custodian Date column field.
565441	Inspect | Reprocessing: Reprocessing a file with a Text Unavailable exception results in second Text Unavailable exception	When reprocessing a document, the system removes duplicate exceptions.
565459	Inspect | Processing/Reprocessing: any file format results in Kibana error but no exceptions	Exceptions are properly coded.
566810	In Search Hit Report, the "Total GB Size" definition should be "Total size of hits and family" instead of "Total size of all documents" in the project	Fixed the issue.
566844	Processing | (MBox) Email files without extension or incorrect extension do not process correctly	Fixed the issue.
566949	Desktop Client | Loading | Page count field not updated correctly	Production now loads with the appropriate page count.
567918	Processing | Parent MSG is extracting an extra attachment	Fixed the issue.
568121	Desktop Client | Download production fails if any date field is null in Elasticsearch	Fixed the issue.
561297	Ensure Fields Work As Expected in Saved Searches named with semicolons	Updated Saved Searches so that they properly address field names that contain semicolons, special characters (such as : - &), or spaces.
570563	Re-Process | Eml with attachment with missing parent_date does not update parent date after re-processing	Fixed the issue.
570869	Desktop Client | Loading | Parent Attachment is wrongly coded for loaded docs	Fixed the issue.
571044	Desktop Client | Inspect > All Custodian Path Field values are not displaying the proper values per custodian.	Fixed the issue.
574567	Processing | PST shows timed out error in the logs but the files in the PST were extracted	The PST processes and extracts the files without any error.
576588	Processing Report | Modify Expanded Size Calculation In the Processing Report	In the Processing Report, updated the Expanded Size (GBs) column to match the same calculation shown in billing, excluding top level archive files (such as PST or ZIP).
577644	Project Creation | When creating a project, I receive "Encountered an unexpected error. Retry the previous action or contact your system administrator." But, I can't see a project by that name because my IP is excluded from it via an IP Whitelist entry.	Fixed the issue so that if a user cannot see a project because that user's IP is listed in the project's IP Whitelist, when the user tries to create a project by the same name as the hidden project, they receive a more accurate message: "The project name is already in use. Supply a different name."

This release contains updates and improvements to Epiq Discovery. The following list highlights some of these new enhancements, followed by bugs addressed in this release.

Enhancements in Release 3.0.2

This release contains optimizations and updates to improve performance and increase scalability.

Inspect/Review Bulk Modify Document Actions

Streamlined performance in Bulk Modify for metadata. (563252)

Updated batching methodology to increase reliability. (563253)

Export and Production

Refined how the system gathers long text tag categories, now doing so only when needed. This update reduces export download time. (563787)

Made the way we retrieve job information for export and promotion jobs more efficient on all the pages in which it displays. (563564)

Viewer for Natives and Images

Expanded fonts to better support international language sets, including CJK (Chinese, Japanese, and Korean), in native and image files displayed in the Viewer. (568144)

Desktop Client

Improved performance of job lists. (563415)

Optimized Export Download jobs. (564988)

Bugs fixed in Release 3.0.2

Number	Title	Description
564018	When filtering in user created templates, in Keyword Scope, we provided 15 default fields but actually checked 16 fields.	In all templates, we removed the Email Folder field from the default list of fields so that there are now 15 selected default fields.

This release contains new features and major improvements for Epiq Discovery.

Enhancements in Release 3.0.1

Processing Exception Report, Glossary

The Processing Exception Report now contains a Glossary tab that contains a list of possible exceptions. (503674)

Inspect/Review

Document List when Searching. When you use the Search box in the Undocked Viewer, the Viewer's Document List maintains the column configuration and sorting that was previously set. (490911)

Improve loading speed of initial page. In Inspect and Review, we improved the performance of loading the initial page, particularly when viewing a large number of documents. As part of this improvement, the Viewer now displays all documents without applied sorting. Previously, the Viewer automatically sorted the documents by Document Family. (501840)

Bugs fixed in Release 3.0.1

Number	Title	Description
507127	The Native file does not display Chinese characters correctly in the Viewer.	The Viewer now displays the appropriate character set for the Native file.
558744	Assignments (Include Family); all documents display in Tagged and Untagged Views	Untagged View displays only untagged documents and Tagged View displays only tagged documents.

 

This release contains new features and major improvements for Epiq Discovery. The following list highlights some of these new features.

• Transcribe for audio and video files. You can use the new Transcribe Document Action to transform the audio from an audio or video document to a text file. Videos must have audio for the transcription.

• An additional Document List for Review/Inspect that enables you to customize the layout. In INSPECT and REVIEW, you can now select which columns appear in the Document List, show the list in compact or standard mode, and set the sort levels for up to three columns. Go to the Viewer section for more information.

• Desktop Client MFA support. Added the ability for login support of MFA for Desktop Client users.

• New Client Administration Report. Client Administrators can now run reports to obtain a broader view of production data across their company's projects.

These release notes describe the new features, additional functional updates and improvements, and bug fixes.

Enhancements in Release 3.0

General improvements

Login changes

• Improved the user interface and flow during login processes. (437552)

New and modified metadata

• Track Changes. Added this field to return whether or not track changes exist in a Word, Excel, and Open Office (ODT, OTT, ODS, ODT, and OTT) file. You can also use Is as a criteria to find specified track change text. (408718)

• Email Folder. Added a new field that contains the file path within the Outlook archive for locally collected email. For example, you can search the Email Folder field to find files stored in a specific deleted folder. (408723)

• Has Images. Added new field, under Document Fields, for Has_Images. This field enables you to find the documents that have or do not have images. To view, go to Search Builder, as shown below. (309745)

Processing

• Added Data Name to the Processing Exception Report and the Processing Report. (421836)

• When Processing encounters a virus infected file, the system extracts the text when possible. In INSPECT in the Viewer (or in REVIEW after filtering), the native file shows "Native unavailable for this document." (457369)

Analyze/Filter

In Job Overview, when you select a filter job, the Filter Information dialog box now displays Data Name. (486011)

Viewer

Undocked Viewer changes

When using the double viewer in the Undocked Viewer, you can now toggle between Image, Native, and Text. (462343)

Document List in Viewer

Added the ability to select the columns that appear in the Document List, show them in compact or standard mode, and set the sort levels by column, as shown in this section. (309840 and 358256)

Change the Document List view

You now can choose the columns displayed in the Document List, as well as the order of the columns. Display up to and including 20 columns.

For information about how to change the column display, refer to one of the following topics.

Sort the Document List in Inspect

Sort the Document List in Review

Sort the Document List columns

You can define up to three column levels to sort. The columns display numbers with each sort. The primary sort displays a 1, secondary sort displays a 2, and the final sort level displays a 3. You choose whether to sort columns in Ascending or Descending order by alphabetic, numeric, or date. The following list contains further sorting rules.

• Multiple values. If a column contains multiple values, the minimum value applies to the sort. For example, if a field contains 45, 24, 10, sort uses 10.

• Sorting long text fields. If you choose to sort a long text column, such as Title or Track_Changes, the action sorts all values that contain up to 1024 characters. If the row contains more than the 1024 character limit, the system cannot sort the value and places the row at the bottom (for both ascending and descending sorts).

• Sorting by columns that contain Last name, First name. For columns, such as Custodian, that contains a "last name, first name" format, the system sorts the rows by last name. If no last name exists, the system sorts the first name with the last names, as shown in the following ascending sorted list.

  Example sort:

  Adams, Zara

  Legal

  Tran, Hu

• Blank values. In a sorted column, blank or null values always appear at the bottom of the list, regardless of whether the sort is in ascending or descending order.

• Calculated fields. You cannot sort calculated fields. This includes All Custodian (and Path/Date); Assignment; Begin/End Attach and Attachment Range/File Names, Begin/Child/End/Parent Bates; Epiq Discovery Date Created; Filter Job; Has Natives/Images; Native/Text File Path; Parent Document Number; and Transcoded.

In previous versions of Epiq Discovery, sorting was controlled using the Sort By dropdown, as shown in the following figure.

Each dropdown selection sorted by a specific field. For example, Document Date sorted by Date field, File Name sorted by File Name field (if none, then by Document Name/Number field), Document Type sorted by File Extension field, and Document Family sorted by Document Number. To use a similar sorting method, in Epiq Discovery 3.0, you can now define the same sort using one of these fields or customize the sort to your needs. (500580)

For information about how to change the column display, refer to one of the following topics.

Sort the Document List in Inspect

Sort the Document List in Review

Hiding sorted columns

After you define sorting, if you return to the Document List Settings and hide a sorted column from view, understand that hiding a sorted column clears all sorting.

Search

Improved Search behavior on projects with large document populations. (457568)

Review/Inspect Document Actions

Transcribe audio or video to text

You can now use the Transcribe Document Action to transform the audio from an audio or video file to a text file. The video must have audio for the transcription. You can create a transcription or replace a video transcription that you created in Epiq Discovery as needed, using the following steps. You can also remove an existing transcription by selecting Remove as the Transcription Action.(462873, 457062, 466457, 466458, and 404982)

Refer to the following topics to transcribe audio to text: Transcribe video to text.

Export behavior for documents without extracted text

In Export, provided the ability to set how documents without extracted text behave. (411795 and 486254) When defining a new export template or updating an existing export template, you can view the new options under Documents with No Extracted Text, as shown in step 6.4.1 in the following procedure: Export documents.

Modify updates

In REVIEW or INSPECT, when you use Modify, that action now creates a job based on your modify selection. The job name is Bulk Modify, followed by the type of modify action (Metadata, Native, Image, or Text). The job status appears in OVERVIEW>Jobs Overview or in INSPECT or REVIEW when you select the Jobs icon .

As needed, you can view the job status to verify when the Bulk Modify action completes. (382518)

Loading documents in INSPECT/REVIEW

Updated paging methodology in Inspect and Review to help improve performance in loading. (426933)

Production

Create a new production template based on an existing one

Added the ability to update an existing production template and save it as a new template under a new name. To save a new template based on an existing template by using SAVE AS and supply a unique name for the new template. (387067)

The Save As feature is available when you create production in REVIEW, as shown in the following topic: Prepare production.

Production template default settings

We changed the following default settings per customer request for best practices and global usage. These default changes apply to the Default Production Template and any new template you create in this release. (417480)

When creating a production, after providing the Production Info and the Bates Numbering, if you select the Default Production Template and click Edit Pencil or create a production template by clicking +, the following default changes appear.

• Click the DATA tab.

  • Data File Encoding defaults to UTF8. We recommend using UTF8 (Unicode), which is the universal encoding standard that represents characters in any language.

• Click the IMAGES tab. Select the Export Image checkbox.

  • Color Setting defaults to Black/White instead of Color.

  • Image Format, depending on the Color Setting you choose, defaults to Single Page Tiff.

• Click the TEXT tab.

  • Data File Encoding defaults to UTF8. We recommend using UTF8 (Unicode), which is the universal encoding standard that represents characters in any language.

Administration

Client Administration

In Client Administration, added support for international addresses. This includes the following changes.

• Increased Street Address to three lines with a maximum of 255 characters per line.

• Changed State to State/Province/Region.

• Added validation for international Postal Codes to include a maximum of 20 characters. (481619)

Client Administrators can run project reports to obtain a broader view of the data across their company's projects. (395376) For information about client reports, refer to the View Client Production Report topic.

Epiq Discovery Desktop Client

Loading

Added the ability to update an existing template and save it as a new template under a new name. To save a new template based on an existing template by using SAVE AS and supply a unique name for the new template. (321467)

MFA Login

Added the ability for log in support for Desktop Client users to support MFA. (434538)

Third-party software updates

Elasticsearch

• Upgraded to version 7.8. (459999)

• Implemented Index Lifecycle to support better index management when the index reaches a certain size. (429535)

Bugs fixed in Release 3.0

Number	Title	Description
358522	Production | 'Native File Path' Field Not Available on New Template Creation	Fixed an issue that that could occur when creating a production with a new template, where you included natives by clicking the NATIVES tab and checked Export Native File but might not be able to select Native File Path in the DATA tab. Now, after those steps, when you navigate back to the DATA tab, the Native File Path field always appears in the Current list of export fields.
384782	Document Field Created Starting with the Word 'Tag' Errors when Searched	To avoid potential issues that could occur in Search, we removed the ability to add a user created field that starts with the specialized word "Tag" in the web client and Desktop Client.
400749	Client Dashboard: Error getting data for last 30 day usage report	Fixed a time zone/offset issue in the Client Dashboard that could prevent the last 30-day usage report from running properly.
403600	Bates stamp missing on specific PDFs	Fixed an issue that made Bates stamps not appear on PDFs when they contained images, bleed, or trim marks that exceeded the boundaries of the page.
404380	Desktop Jobs: Job Progress is not updated correctly for Desktop Client	In Desktop Client, jobs now properly update based on percentage complete.
419437	Desktop Client runs out of Java heap space during production download	Desktop Client now clears heap space more efficiently.
425729	AppProduction: PDF files fail production with Create annotation using invalid dictionary	Fixed an issue that occurred in certain PDF files imaged using a Color Setting of Color that could cause the Production to fail.
426312	If file path or file name are empty, in Production a slash appears the File Path and in the Document Number/Bates Number for file name.	Now, instead of a slash, when the File Path is empty, it appears as empty. If File Path is empty in INSPECT or REVIEW, the field does not display in Metadata. If empty, File Path appears empty in Export, Export to CSV, Production, Loading in Desktop Client, and in Search.
429766	Loading | OPT + LST Accepted Paths Inconsistent with DAT	In Desktop Client, when loading, we aligned the accepted file path format for the LST, OPT, and DAT files. Relative paths can now start with any of these patterns (a slash, a dot slash, or no slash). \Batch1\ .\Batch1\ Batch1\
457556	Filter | Keywords are not displaying in the filter information window	After running a filter with a keyword search that contains hits, when you select the job in Jobs Overview, the Filter Information dialog box now shows the specific keywords used instead of the number of keywords. The same update appears in ANALYZE>PROMOTE & EXPORT, when you click the filter template name.
457594	Desktop Client: Loading | Loading Job fails during update to Family relationship	In Desktop Client, fixed an issue that could occur in Loading where the loading job did not complete for documents with a family relationship when the Family Number field was not mapped.
461289	Tags | Keyboard Shortcuts | Do Not Work in Undocked Viewer | Sometimes Causes Issues when in Undocked Viewer	Fixed the issue so that keyboard shortcuts assigned to a tag category work as expected in the Docked and Undocked Viewer.
464127	Bulk Tagging | Integrity Error When Already Tagged Documents Included in the Population	Fixed an issue where the bulk tag action could fail on documents that already had the existing tags.
486108	Desktop Client | Loading | All Custodian and All Custodian Path Do Not Update for Loaded Documents without Natives	Populate All Custodian and All Custodian Path for loaded documents without Natives.
487293	Processing | Attachments with Duplicate File Name Do Not Extract from PDF Document	Updated system to allow for a PDF that has multiple attached files that have the same name. Now, instead of extracting only one of the files, each attached file extracts with the same name while being stored as unique within Epiq Discovery.
488065	Viewer | Exclude archive files from view	Removed archived files from Viewer because they are not displayable.
498290	Production | Download Missing Natives, Text, and Incomplete Load Files	Fixed an issue where documents without file hashes were loaded and included in a production, but resulted in an incomplete production download.
500569 (from Patch 2.8.1.43)	Document List | Sort | Date not Sorting Properly	Fixed an issue in the Docked Viewer, when sorting by Date using the Sort By dropdown. Now, the sort occurs on the Date field (instead of Created Date) and displays Date instead of CreatedDate.
500736	Saved searches copied to new project do not behave properly	Fixed saved searches copied to new projects, so that they work properly.
502631	Inaccurate count of documents displayed in system prompt while submitting OCR job for pdf documents.	Now after submitting the OCR job, the prompt displays properly.

This release contains the latest enhancements and bug fixes for Epiq Discovery.

Enhancements in Release 2.8.1

This patch contains the following improvements.

Video format transcoding

Epiq Discovery supports the following video formats: MP4, AVI, MOV, and 264. In the Viewer, you can play native MP4 video files using the video player. Some supported video formats, AVI, MOV, and 264, are not designed for HTML5, so they require transcoding so that you can view them in the player. By default, we apply transcoding to so that you can easily view supported video formats in the Viewer's video player. The following actions apply to the new transcoding feature. (458638)

Setting up transcoding

As an administrator, you can specify whether to transcode videos via Project Settings, under the Processing Settings section. Check to enable, which is default, or uncheck to disable Automatic Transcode Video After Processing. When selected, a Transcode job automatically runs directly after the Processing job to transcode any applicable video formats to MP4 format.

Viewing transcoded videos

After the transcoding job runs, when you select a transcoded video in the Viewer, it automatically appears in the player. As needed, use the NATIVE menu, to switch the file from Transcoded Native (which is default) to Original Native. Be aware that videos that require transcoding cannot run in the player when you change the NATIVE menu to Original Native. Instead, the Viewer displays the following message "This file format is not supported. Please download the file to review."

Search for transcoded videos

In ANALYZE>INSPECT or REVIEW (once the videos are promoted), you can find all transcoded videos in the document list.

1. In the Search box, select Search Builder.
2. In Document Fields, select Transcoded, then select Has Value.
   

   

3. When you select Search, only transcoded video files appear.

Download native video files

In the Viewer when a transcoded video displays in the player, you can choose to download either the Transcoded native or the Original native file.

• To download the Transcoded Native, click the player's Download icon, as shown by the yellow callout labeled "1" in the following figure.
• To download the Original Native, click the viewer's Download icon, as shown by the yellow callout labeled "2" in the following figure.

  

Include the Transcoded field

You can include the Transcoded field anywhere you select fields to include in a template or action, including Export, Export to CSV, and Production.

Projects

This release contains the following updates to projects.

Paging in project lists

Added paging to the project lists to enable faster load time. As shown in the following figure, when you navigate between projects by selecting the Project dropdown in the Home, ANALYZE>INSPECT, or REVIEW page, the first 50 projects appear in the dropdown list.

To select a project that might not appear, start typing the project name in Filter Projects at the top of the dropdown. As shown in the following figure, typing the first few characters of the project narrows the displayed list of project names. (442522)

Inspect and Review

This release contains the following updates to ANALYZE>INSPECT and REVIEW.

Viewer updates

Optimized metadata loading when you press the icon in the Viewer. (453976)

Foldering updates

Updated architecture to ensure efficient performance when foldering. (453937)

Search updates

Improved efficiency for searching through large numbers of documents. (454002)

Desktop Client

Increased performance when loading documents that contain a large amount of text. (441524)

Number	Title	Description
441753	File type loading with and without native file path.	In Desktop Client, when Loading documents with native file path, we automatically detect the file type. If a native file is not included, then the mapping of file type applies.
441997	Low Java Heap Space might occur when performing large exports from the Desktop Client.	In Desktop Client, updated the performance of large exports.
454092	Not always receiving email with incident number from Contact Support form.	Resolved situation so that migrated templates import properly.
457012	Cannot create a project when importing settings from templates created in previous versions.	Resolved situation so that migrated templates import properly.

This release contains new features and major improvements for Epiq Discovery. The following list highlights some of these new features.

• Optimized architecture for large-scale projects and throughput to improve performance with large document sets for several actions including Filter and Folder.

• Additional architecture updates include:

  • Refactored loading in Desktop Client to improve performance. In performance testing, this refactor decreased loading validation time significantly as compared to previous versions.

  • Increased speed and reliability of export to CSV performance.

  • Increased production download speeds by 50% or more, depending on image format.

  • Implemented alternative branding in production that results in increased quality and faster performance.

• Added new metadata, including Bates number fields.

• Modified search to allow multiple levels of nested proximity.

• Added a new Document Action for exporting documents in Inspect or Review.

Additional updates and improvements appear in this document under General improvements, Collect, Analyze, Review/Inspect, Production, Administration, and Desktop Client.

Enhancements in Release 2.8

General improvements

Architectural changes. Enhanced architecture with the following updates.

• Updated architecture to ensure support for load performance on comprehensive increases to projects and users. (421623)

• Consolidated the way Epiq Discovery dynamically retrieves fields to ensure consistency across all projects. (422590)

• Centralized storage of fields to facilitate increased performance in lookups. (414538)

New incident reporting feature. You can now contact Epiq Support within Epiq Discovery. (431046)

To contact Epiq Support:

1. Click the Help icon and select Contact Support from the menu.

2. Fill out the form to describe an incident, and then click Save.

3. Shortly after clicking Save, the user receives the incident number via email for tracking purposes.

Collect

Special characters in custodian name. When Collecting or modifying Project Settings, when you add a Custodian First Name or Last Name, you can now supply any ASCII character including apostrophes and accented characters. In addition, this field requires at least two alphabetic characters. (309978)

Custodian name length. Increased Custodian First Name or Last Name to accept up to 180 characters each. Previously, the limit was 50 characters. (408192)

Process Automation. Corrected an issue that occurred during collection when using Process Automation, where the selected production template settings for slipsheet and natives were not applied. (367094)

Analyze

Promote during Export. When exporting, you can specify whether to promote the documents in the export job in the new Export for Promotion option. Refer to the Export with a new template topic for more information. (416675)

Show filter in Export job information. Added a new Filter Information field to the Export Information dialog box that displays when you select the job in Jobs Overview. This field provides the name of the filter job used in the export job. (413368)

Review / Inspect

Folder Document Action

Added a Refresh icon to the Folders pane so that you can refresh the displayed folders as needed. (411856)

OCR Document Action

Updated the experience that occurs when you OCR documents where some selected documents do not have images (and cannot be OCR'd). Now, when this occurs, the following message appears: "You have [#] documents without images. There are [#] documents with images. Would you like to submit the documents with images for OCR at this time?" (395358)

Image Document Action

During imaging, we now flatten Black &White PDFs to improve performance. (400338)

For new projects, we updated the Default Imaging Template to use Black and White by default, instead of Color. (420192)

Export Document Action

In Export Fields to CSV, streamlined the retrieval methods for more efficient performance that reflects the amount of fields chosen. (419634)

Added a new Document Action that allows you to Export in Inspect or Review, as explained in Export documents in Inspect and in Modify documents in Review. (380894)

Modify Document Action

In Document Actions, when you select Modify and select Modify Metadata in Select Modify Action, all fields that can be modified appear, including File Name, File Path, and File Extension. (385454)

Viewer

Using the web, you can now download native document files up to 1 GB, an increase from 100 MB. If you need to download document files larger than 1 GB, include them as part of an export or production. In addition, in the Viewer you can download any size audio and video files within the Player. (428282)

To download a file:

1. In the Viewer, select a file

2. Click in the bottom, right corner.

Search

Keywords hits. Now, in Search Builder, when you select KeyWord Hits, you can select any filter job that contained keywords in Select Filter Job. The list no longer displays filter jobs without keywords. (432775)

Nested proximity within groupings. You can now search for proximity to words within parentheses for grouping. (389510)

Example 1: formula W/10 (dosage W/3 (standard* OR guideline*))

Finds "dosage" within three words of any word that begins with "standard" or "guideline" and returns documents that contain "formula" within 10 words of that result.

Example 2: ((John OR Jane OR Penelope) AND (Smith OR Thomas)) W/3 tax

Finds one of the first three names and one of the second set of names, both within three words of tax.

Metadata

Parent_Document_Number. Added this field to return the document number of the parent document. This field is available in Search Builder, under Document Fields. (406740)

Epiq_Discovery_Created_Date. Added this field to return the date the document was created in Epiq Discovery. This field is available in Search Builder, under Date Fields. (406740)

Bates number fields. To enable making Bates number information searchable, the following Bates Number fields now appear under the Document Fields category in Search Builder. You can compare these fields using Has Value, Is Empty, or Is (to match a supplied number). (409230)

Attachment_Range

Begin_Attach

Begin_Bates

Child_Bates

End_Attach

End_Bates

Parent_Bates

Family field. Removed Family_ID from Search Builder. Use Family_Number instead. (417713)

Production

Increased performance and reliability of branding in Production. (426690)

Administration

Updated the user experience in the Project Settings page, using the following categories: Project Settings, Processing Settings, and Promotion Settings. (412535)

Epiq Discovery Desktop Client

Loading. Updated the following functionality in Desktop Client Loading.

• Improved user experience and performance during loading by reading only the DAT header line when moving to field mapping. (399093)

• Increased stability and performance by streaming the load files during validation (DAT, OPT, and LST). (399098)

• Decreased job failures by handling errors more gracefully. (402983)

• Loading jobs from Desktop Client now populates the Data Name field in Search Builder on the web. While this field always listed collection job names, now it also displays loading job names. (401165)

Export and Production

Aligned the methods used internally for export and production downloads to ensure consistency and performance in production downloads. (420865)

Improved efficiency of Export and Production by streaming data directly to DAT load files instead of loading data into memory. (421884)

Logging

Updated logging framework for Desktop Client to provide substantial information related to jobs, actions, and possible errors. Desktop Client logs appear in the same directory as EpiqDiscoveryClient.exe. The following logs appear, depending on the actions you select. (400210)

• DesktopClient.log contains general Desktop Client activity.
• EpiqDiscoveryClientLog.txt contains download\output activity.
• Upload_report_<###>.log contains a log for a single collection\upload activity.

Third-party software updates

Elasticsearch. Upgraded to version 7.7. (421091)

Bug fixes

Number	Title	Description
391810	Production Template Native Export Choices in Chained Productions Not Applied	Fixed an issue where, during Collection using Automatic Processing, the native export setting in the production template was not always applied.
419437	In certain circumstances, Desktop Client can run out of Java heap space during production download	Made changes to provide higher capacity with more efficient use of space.
419666/419635	Not Able to Generate Production with Slipsheet When Copied Project Settings Was Used	Fixed an issue that could occur after you create a project with imported settings that included a production template using a slipsheet, where the slipsheet was not applied.
420231	Source is not accurately reflected in the Processing Report - Processing Report Analyze tab	Fixed an issue to ensure that Source correctly displays in the Processing Report Analyze tab in the Processing Exception Report.
421352	Source is not correctly reflected in the Processing Exception Report - Exception Report Analyze tab	Fixed an issue to ensure that Source correctly displays in the Exception Report Analyze tab in the Processing Exception Report.
425234	Saving a search with the same name but different uppercase or lowercase characters writes over the existing saved search.	Now, saved search names are properly case insensitive. For example, a search named PDMsearch is the same as pdmsearch. If PDMsearch exists, you cannot name a search pdmsearch.
397170	Cannot add a tag category that spans multiple words as a Quick Tag.	Corrected this issue so that you can select a tag category that spans multiple words as a Quick Tag in Project Settings.

Release 2.7 Highlights

This release contains new features and major improvements for Epiq Discovery. The following list highlights some of these new features.

• Updates for OneDrive and Office 365 collections.
• Search Builder usability enhancements.
• New Search Hit Report feature that provides hits per custodian, as well as summary information.
• Improved audio and video player functionality in the Viewer.
• Enhanced control of project settings that include the ability to customize the embedded images threshold for email and loose files, toggle automatic OCR during processing, and enable or disable near duplication and threading across the project.

Additional updates and improvements appear in this document under General improvements, Collect, Process, Analyze, Metadata, Search, Viewer, Review/Inspect Document Actions, Production, Administration, and Desktop Client.

General improvements

Implemented improvements to the quality and performance of PDFs during processing, imaging black and white images, and OCR. (400776)

Collection

Collection to Promote or Export

During collection, when using Process Automation to chain jobs, you can now select FILTER>PROMOTE & EXPORT and then select a filter template that creates an Export output. (411671)

Collect targeted files from OneDrive

While you could previously collected all files from OneDrive, you can now collect a subgroup of files using a shared link. You do this by selecting COLLECT>Cloud, and then providing a job name, custodian, and supplying the OneDrive URL. (404976)

Collect Office365 mail using OAuth

You can now collect from Microsoft Office 365 using OAuth authentication. To do so, perform the following procedure. (406625 and 416956)

1. Select COLLECT>Email.
2. In the Mailbox Collection page, select the following options.

• In Protocol, choose IMAP.
• In Mail Server, select Office365.
• For Authentication Type, verify that OAuth is selected.

3. When prompted for permission to access Microsoft Office 365 mail, click Accept.

4. Supply the requested user account information.

5. Click Submit.

Process

Improved File Extension Identification

Streamlined the method used to identify file extensions in archive and loose files. (408022)

Maximum processing attempts exception

When a document fails processing (after retrying three times), that document now shows the following exception: "Processing Exception: Exceeded max processing attempts". The document with the exception will appear in ANALYZE>INSPECT, in the Processing Report, and in the Processing Exception Report. (406201)

Analyze

Filter

When defining a filter for Export in ANALYZE>FILTER, you are no longer required to select a Data Name. (400474)

Export

Email headers. Implemented changes for email headers to streamline how we provide email headers in exports and productions. As part of this work, email header information was removed from the Metadata icon display ( ) in Inspect and Review. (414544)

Time formats. Removed the parentheses from the AM/PM designation in time format In Export and Production. For example, hh:mm:ss(am/pm) now appears as hh:mm:ss am/pm. The removal of the am/pm time parentheses appears in the following area. (398757)

• In EXPORT, when you select Data as the Output Format.

EML and MSG format

Changed the extraction format for Outlook archives from EML to MSG format. (408479)

Provide more uniform metadata and accurate hashing across EML and MSG formats. (408480)

Metadata

Added Processing Information field to Inspect

In ANALYZE>INSPECT, added a new Processing Information field for items to track anomalies that occur in processing that do not rise to the level of exception. The Processing Information field is available in INSPECT in metadata, Export to CSV, Search Builder (under Document Fields), and Export documents. This field contains one of the following possible issues. (403091)

• Failed to find attachments
• Unsupported file type
• Out of memory
• Unable to extract embedded images
• Invalid binary characters found

Search

Search Builder updates

Exception and Parent Attachment fields. In Search Builder, when selecting Document Fields and then Exception or Parent Attachment, you can now select a pre-existing value instead of manually entering a value. (387259)

Updated error messaging. The following messages apply to Search in REVIEW and INSPECT and ANALYZE>FILTER. (397009)

• If a syntax error occurs, we display "Cannot parse the syntax. Check the syntax guide and modify your search." An example of a syntax error would be using the reserved word "to" in a search without using quotation marks around "to".
• If a different logic or wildcard error occurs, we display "Cannot execute the search. Check the search logic and wildcard usage, or contact your system administrator." An example of wildcard usage error would be applying an asterisk in a manner that is too open ended to resolve under the maximum term limit of 128. For example, s* is not specific enough to use as a term because it would generate too many possible terms.
• For error conditions outside of syntax or logic, we now display "Encountered an unexpected error. Retry the previous action or contact your system administrator."

Applied consistent validation and messaging to Search and Filter. Aligned Search in REVIEW and INSPECT, and ANALYZE>FILTER to validate the same syntax errors, such as date formats, matching parentheses, and quoted reserved words. (400934)

Treatment of @. When @ is encountered, the character is treated like a space. For example, you can search for tsmizth@company.com using the full email or by substituting a space for the @ sign. (405683)

tsmizth@company.com

tsmizth company.com

tsmiz* company.com

tsmiz*@company.com

Search Hit Report by custodian

In >Project Reports, when you select Search Hit Report from Report Type, you can now select the Include Custodian checkbox to base the report by custodian, as shown in the following figure.

The resulting report shows a breakdown of the search hits per custodian in alphabetic order by custodian. In addition, the top of the report shows an All Custodians line that reflects the total hits for all custodians. (318766)

Viewer

Video and audio play

Added the ability to Fast Forward and Rewind when playing a video (mp3, mp4, and wav) in the Viewer in a Chrome browser. (404533)

Improved existing video streaming using the HTML method of viewing videos. (405184)

Review/Inspect Document Actions

OCR/Extracted Text Maximum

When OCR or Extracted Text is too large to display in full, we now display as much OCR text as possible. In addition, one of the following messages is displayed. (406825)

• Extracted Text Truncated Due to Size
• OCR Text Truncated Due to Size

OCR

Modified how OCR jobs batch into pages to improve performance. This amount is internally configurable on the deployment platform. (407359)

Production

Time formats

Removed the parentheses from the AM/PM designation in time format In Production and Export. For example, hh:mm:ss(am/pm) now appears as hh:mm:ss am/pm. The removal of the am/pm time parentheses appears in the following area. (398757)

• In PRODUCTION, in new Production Templates, under DATA>Time Formats.

Prefix and Production Naming

Updated the list of characters that are not valid in Production Name and in Prefix. (400274)

• In production names, do not include question marks or parentheses characters.
• Similar to production names, in prefixes, do not include the following non-valid characters:

! % / \ : * ? " > < | ( )

Administration

Processing: Embedded Images Threshold

In Project Settings, added a new Embedded Images Extraction group with the following options. (346093)

• Default. This option enables the extraction of embedded images over 15 KB for email files. For other (non-email) files, no embedded images are extracted.
• Custom. This option allows you to select whether to enable the extraction method for embedded images in email and loose files, and to choose the file size limit.

Processing: Toggle automatic OCR

In Processing, added the ability to determine whether or not to OCR documents. To enable or disable this setting, go to Project Settings and select or disable Automatic OCR in Processing. (405186)

Analyze>Promote

Enabled the ability to choose whether to disable near duplication and threading across the project. In Project Settings, in Enable Near Duplication & Threading in Promotion, remove the checkmark to disable the option and check the option to enable it. (411181)

Epiq Discovery Desktop Client

Export updates

• Enhanced performance in batching documents and multi-threading configuration variables for Export in DOWNLOAD. (403275, 403276, 404045)
• Executed performance testing on batch and multi-threading for Exports. (404539)

Bug fixes

Number	Title	Description
411821	411821 Export an 0kb file could result in a 1 kb text file .	Removed all characters so the text files now are the same size (0 kb).
405203	OCR | Exception Image deleted after OCR on a DWG file	Fixed the issue so that the exception image is now visible.
378245	MSG files might not correctly display in Native / Text Viewer	The MSG files are now viewable in the Native and Text Viewer.
409039	Processing > Unable to extract embedded images from EML files during processing	Embedded images are extracted properly and added the ability to change threshold in Project Settings.
409519	Processing Errors indicating Invalid Binary Characters	If invalid binary characters are encountered, the following message appears: "Processing exception. Invalid binary characters found."
410537	EML | Long File Names Do Not Extract Attachments	When collected from Desktop Client, EML attachments extract properly.
411863	Processing on large CSV file can return out of memory error	Resolved this processing issue.
409136	Cannot delete a failed Production	Solved an issue that could occur when deleting failed productions.
409255	In some cases, the Collection Report might not generate (overflow Integer Value)	Fixed the issue so Collection Reports generate properly.
405780	Processing Report, number of documents correction	On the Processing Report, the number of documents processed matches the INSPECT page and Data Overview page.
412626	Processing Report might not reflect latest updates to Custodians/Sources	The Processing Report now reflects the latest custodian and source values after updating those values via LOADING.
416581	Desktop Client: Unable to collect from extremely long file paths	Enabled long file paths in collections within Windows parameters.

 

Release 2.6 Highlights

This release contains new features and major improvements for Epiq Discovery. The following list highlights some of these new features.

• Search for terms that the documents hit on from filter job keywords.
• Copy templates and settings from an existing project when creating a new project.
• Load imported data into tags in order to preserve external coding.
• Download a collection of Native files using Desktop Client.
• Significantly improved performance across the application, particularly when running 100s of simultaneous users.

Additional updates and improvements appear in this document under General improvements, Process, Analyze, Search, Review, Production, Administration, Desktop Client, and Third party software updates.

General improvements

User interface improvements

Added descriptive names to browser tabs opened by Epiq Discovery. (337719)

Performance improvements

Worked on performance improvements in the following areas:

• Implemented direct uploads for loading jobs in Desktop Client (native and image files) to utilize transfer acceleration. (377757)
• Made improvements to streamline the performance when viewing a document in ANALYZE>INSPECT or REVIEW. (400452)
• Made improvements to streamline the performance of:
  • Review pages (389822)
  • the project list (385211)
  • the User Management list (385220)
  • the project list in Desktop Client (386715)

New metadata fields

Family Number stores a calculated field that contains the document number of the top parent for a document family. (346045)

Keyword Hits stores the number of keyword hits that resulted after running a Filter job with keywords. (347900)

Architectural improvements in job prioritization

Auto scale. Updated the architecture to direct hovering workers to take small, 10 fragment or less, jobs first. This change increases throughput and eliminates the chance of a smaller job that might become stuck behind a large job. Previously, larger jobs could monopolize the hovering worker farm. (396675)

Resource Allocation for dedicated workers. The system now bypasses the hovering worker limit of 500 fragments before launching workers. As such, as soon as that threshold nears, Epiq Discovery launches dedicated workers. (397262)

Collection

Email collection, changed default folder location

When you collect email, the Folder dropdown now shows Select All selected by default. You can change this option as needed. (322980)

Analyze

New filter keyword alias

In this release, we created "keyword aliases" that enable you to mask filter job keywords for view in the Review phase. Using these aliases, you can search for keywords in Search Builder using the keyword alias. You can view the alias to actual keyword mapping for a filter job with keywords in the associated Search Hit Report, on the Search Hit Report Detail tab.

Search Hit Report updates. In Search Hit Reports, in the Search Hit Report Detail tab, now shows an alias for keyword terms as well as the search term. The following example Search Hit Report shows the Alias column on the left and the next Search Term column. Alias names begin with Term, followed by a number.

Search for filter job keywords. You can search for document keyword hits found by running a filter job with keywords. To do this, in Search Builder, select Keyword Hits>Filter job name>Is>keyword aliases. Note that you can select one or more aliases, or all aliases from the filter job keywords. For a mapping of keyword aliases to keywords, view the Search Hit Report>Search Hit Report Detail tab for that filter job. (347900)

Filter template date options

When creating a Filter template, we clarified the interface in the Date section to reflect the relationship of the options. The following screenshot displays the updated options in the Date group. (385900)

To filter by date, in the Date section, use the following settings. For each document, this date filter searches the document's metadata date fields in this order: Date Sent, Date Received, Date Modified, and then Date Created. The date filter uses the first date found in the list to compare against the supplied dates.

• To filter by parent date, select Parent Date. If all of the parent's Date fields are empty, the family files are included by default. To turn this option off, uncheck Include family files when parent's Date field is empty.
• To filter by item date, select Item Date. To include all filtered files with empty Date fields, select Include any file where Date field is empty.

Search

Added support for wildcards in proximity searches

You can use wildcards to replace any number of characters at the end of a word in a proximity search. In addition, when using multiple words, surround the words with quotation marks. This example finds documents that contain the following phrases. (383613)

Example:

Jes* W/2 "Lynn Miller" W/5 "stock purchase*"

Returns the following results:

Jessie Lynn Miller tracked her stock purchases

Jessica Marie Lynn Miller made a stock purchase

Removed split searching on alphanumeric fields

Words with mixed letters, case, and numbers are now treated as a single word (token) in Search. (Whereas, these terms were treated as separate words in our previous release.) For example, to search for SD500x surrounded by spaces, you can search for the word or part of the word with a wildcard.

SD500x

SD500*

However, you cannot search for part of the word without a wildcard, so a search for SD or 500 will not hit. (405253)

Review

Folder updates

New Folder job. In REVIEW, when you move selected files to a folder, that action now creates a job named Folder that is available in OVERVIEW>Jobs Overview or in REVIEW when you select the Jobs icon . As needed, you can view the job status to verify when the Folder action completes. (382516)

Updated order. Added or modified folders or subfolders now appear in alphanumeric order, so that a newly created folder named 1004corp automatically appears above a folder named Alphacorp. (388459)

Conceal history

When you select files and use Conceal to hide the files from reviewers, that action is now available in the document History. After concealing a document, you can view the document in ANALYZE>INSPECT, where you can click the History icon to view the conceal history. (382634)

Delete extracted text or OCR text

In REVIEW or ANALYZE>INSPECT, you can now delete extracted text or OCR text from the selected files using the Modify Document Action. For more information, refer to the following topic Modify documents. After deleting extracted text or OCR text, note that you can find documents missing this text using Search Builder by selecting Text Fields of either OCR Text or Extracted Text set to Is Empty. (393421)

Production

Updates when creating a production

Mixed image formats. When creating a new settings template in Production, in the IMAGES tab, for Color Setting, select As Is (Color/B&W) if the production has mixed pages where some pages use color and some pages do not. (367527)

When you select the As Is (Color/B&W) in Color Setting, then in Image Format:

• If you choose Single Page Tiff/JPG, the image format is either TIFF for B&W pages or JPG for color pages.
• If you choose PDF, the image format is still a multi-page PDF but each page will be either color or B&W, depending on the respective color on the original page.

Slipsheet as JPG. When creating a new settings template in Production, in the IMAGES tab, in the Slipsheet section, you can now select any of the following file extensions for the slipsheet: .pdf, .tiff, .tif, .jfif, .jpeg, .jpg, .pjpeg, and .pjp. ( 372021)

Optimized settings in default production template

For new productions, we optimized the settings in the default production template to enhance the user experience. (399904)

Changes include:

• Updated name from SEC Production Template to Default Production Template.
• In General Settings, updated Color Setting default to Color.
• In General Settings, under Image Format, changed the default for Color images to PDF.

Administration

When creating a project, added new Project Description field

During the creation of a project, you can now supply a description in the new Project Description field. While the Project Name field does not accept special characters, the Project Description field does. (395863)

Import settings from another project

You can now import templates and settings from an existing project when creating a new project. For more information on importing templates and settings into a new project, refer to Create a project. (326615)

Epiq Discovery Desktop Client

Export natives in a collection

A new option was added to DOWNLOAD in Desktop Client that allows you to download a collection of natives directly. This enables you to export Natives (raw files) for forensic purposes. In DOWNLOAD, select the new Collection option, and select the collection job name. After the download job completes, you can view the files in the directory you supplied as the DOWNLOAD LOCATION. (400006)

Show Desktop Client version

The Epiq Desktop Client version number appears on the Log In page. In addition, when you log into Desktop Client, the version number appears in the title bar. If you are on an outdated version of Desktop Client, you will receive an alert to download the current version. (368726)

Loading/importing updates

Quickly upload native files. Added a direct upload for loading jobs (with native and image files) utilizing transfer acceleration. (377757)

Automatically detect encoding. Now when you click LOADING to import production, the FILE ENCODING for the import is automatically detected. You can also override this by selecting another encryption method from the listed options. (385905)

Added the ability to import Tags. When LOADING, you can now choose Tags in the Available Field Types to select a default Epiq Discovery tag category. When you select a default tag category, the imported data must match the existing tags available in that category. (370160)

The following table shows the default tag categories and tags.

Default tag category	Associated tags
Responsiveness	Responsive or Not Responsive
Privilege	Attorney Client Privilege or Work Product Doctrine
Issue	Flagged
Confidentiality	Confidential or Highly Confidential

To import tags that do not exist in Epiq Discovery, select Custom and create a Short Text Tag or Long Text Tag field to import your custom tags. For the new Short Text Tag or Long Text Tag, understand that the tag is created with the following tag settings:

• Required Category. Once imported, you can change whether the tag is required at any time.
• Allow multiple tags. Before the tag is used on any document, you can change this setting. After the tag is used on a document, this setting cannot be changed.

Third-party software updates

Upgraded from Elasticsearch, version 7.1 to 7.4. (383615)

Bug fixes

Number	Title	Description
344932	Theme Wheel: Selecting a newly created theme wheel displays the wheel in monochromatic format	Theme Wheel now displays theme wheels with appropriate color formats.
383131	Production: Moving fields in bulk or single only sometimes causes fields not selected back to available fields in Data tab of production template	When creating a production, in the Data tab, when moving selected fields back to Available Fields, only the selected fields move.
386073	Epiq Discovery - Non PDF Type Images Cause Production Job to Fail	Production job now runs correctly with TIFF, TIF, or PDF images.
387446	Epiq Discovery - Tag Category - Duplicate Tag Category Names in ProjectTagCategory Table Causes Error	Fixed the issue by not allowing duplicate names for Tag Categories.
387449	Epiq Discovery - Search - Active Saved Search Referencing Deleted Tag Causes Errors	Fixed the issue so that saved searches ignore deleted tags.
390616	Excel -> pdf conversion times out after 1 hour (libreoffice)	Switched to Aspose for pdf conversion of Excel files to fix the issue.
391002	AutoRedact and Text Box Search in Review different syntax for regular expressions cause confusion	Aligned the use of wildcards in Redact in Document Actions using regular expressions to be similar to Search expressions. Regular expressions use \w to indicate a single character space and an asterisk to represent any number of characters, as shown in the following table. Search Redact Results a*orney a\w*orney attorney or misspellings (atorney or atttorney) Sm?th Sm\wth Smith or Smyth
394157	Viewer | Large Text | Scroll Bar Visually Disappears	Corrected scroll bar behavior in large text files.
394404	Job Name and Folder Creation >50 Characters Error Message Displays Wrong Error Message	Corrected the error message to display: Folder names are limited to 50 characters.
394680	Analysis | Concept List Results Behavior Not As Described/Expected	Now, if you submit a concept list where no relationship between the words is found, Epiq Discovery returns related words for each separate word without maintaining the order of the supplied list.
394848	394848 Loading - Secondary Field Mapping to System>'Document Number' Allows for Field w Blank Name to be Created	In Desktop Client, during LOADING, the Field Mapping section no longer allows you to create fields with blank names.
398526	Processing | PDF | Large, Single File Failing (approximately 2 GB)	Large, single PDF files now process appropriately.
401817	Collection Report Fails to Generate | Overflow Integer Value	Collection reports for large collections generate appropriately.

 

This release contains new features and major improvements for Epiq Discovery. The following list highlights some of these improvements.

• Enhanced resource allocation
• Proximity search additions
• Keep families together while sorting in Production

Additional updates and improvements appear in the following sections: General improvements, Collect, Search, Review, Production, Administration, and Desktop Client.

General improvements

Enhanced resource allocation

Implemented a multi-tenant resource allocation system to ensure high availability of workers for all clients. Rather than allocating worker resources from a pool, Epiq Discovery now provides each client with allocated worker resources when needed. (382346 and 382347)

Supported file types

Added the ability to collect and process WMF, BIN, or EMF files in a container file, such as a ZIP file. (387161)

Updated the session inactive message

For security purposes, when an Epiq Discovery session has been inactive for 15 minutes, the following message is displayed: "This Epiq Discovery session has been inactive for more than 15 minutes and will soon close, logging you out. Do you want to continue this session?" If you want to continue, click the Continue Session button. (386191)

Collect

Updated email collection messaging

For any situation where email collection fails because of issues with credentials, display the following message: "The credentials you provided are not recognized. Please try again." (386191)

Search

Proximity search chaining and grouping

In proximity search, updated the following scenarios. (385779)

• Proximity chaining: phone W/5 conference W/5 details.
• Proximity that includes parenthetical grouping and logical operators: (first OR few) w/3 days

The following examples represent the new functionality in proximity chaining and grouping.

phone W/5 conference W/5 details

(first OR few) w/3 days

(first AND few) w/3 days

days w/3 (first OR few)

days w/3 (first AND few)

Review

Imaging: Clarified messaging for overwrite option

In ANALYZE>INSPECT and REVIEW, added a message that displays when an imaged document is selected to be re-imaged but that does not occur because the Overwrite Existing Images option is set to No. Now, if that situation occurs, the system shows the following message: "No documents in this job can be imaged. To image, select documents without existing images or enable image replacement in the image template by changing Overwrite Existing Images to Yes." (349854)

Deleting: Job created

When you delete selected documents in ANALYZE>INSPECT and REVIEW the delete action now creates a job named Delete that is available in OVERVIEW>Jobs Overview or in REVIEW when you select the Jobs icon . As needed, you can view the job status to verify when the Delete action completes. (378406)

Production

Message displayed if selected source is empty

When defining a production, if you select a folder or saved search with no documents, when validating, the following message now appears: "Current production contains 0 documents". (348428)

Add option to keep families together when sorting

When defining a production, in Document Stamping, you define the sorting method. Now, in addition to sorting by Document Number, Family, Thread, File Name, or Custom, you can also decide whether to sort by the parent document and keep document families together or to sort by individual documents without maintaining document families. (386874)

To choose how the sort affects family documents:

• To sort by parent and keep families together, select the Keep Families Together (Sorted by Parent) checkbox.
• To sort all documents individually, unselect the Keep Families Together (Sorted by Parent) checkbox to sort all documents.

Improved validation messaging

When creating a production, we improved the messaging that appears when you select Document Validation for one or more of the Image, Redacted Text, or Family checkboxes and click Validate. The Production Validation Results dialog box (shown) now appears described in the following Help topic:Create a production. (386191)

Administration

Added hovertext for the Create Project icon

When you hover the mouse over the create Project icon , hovertext now appears showing "Create New Project". (386191)

Desktop Client

Loading updates

• JPEG images. Added the ability to load JPEG (JPG) images from OPT files. (369832)
• Single page TIFF files. Streamlined the validation process in Loading for single page TIFF files. (380152)
• Load only image files in OPT. Added the ability to load an image-only OPT without an associated DAT file. Images can include single and multi-page TIFF and PDF, and single page JPEG (JPG) files. (385904)

This release contains new features and major improvements for Epiq Discovery. The following list highlights some of these improvements.

• Ability to merge metadata fields
• Automatically redact selected PDF files
• Accelerated local collection in Desktop Client

Additional updates and improvements appear in this document under General improvements, Process, Analyze, Search, Review, Production, Administration, Desktop Client, and Third party software updates.

General improvements

• New supported file formats
  • Added support for JAR archive files. (378466)
  • Added support for CLASS archive files. (378465)
• Implemented real-time calculation of All Custodian and All Custodian Path

  Updated All Custodian and All Custodian Path fields to calculate during specific times of use to reflect the most accurate, real-time values during search, export, export to CSV, and production. (370707)

Process

• Enhanced processing performance for embedded Outlook email and attachments

  Fixed an issue in processing that occurred when a parent MSG file contained embedded MSG files and attachments that might not be correctly named or viewable. (377463 and 379007)

• Processing: MS Word: Normalize Extracted Fields

  Streamlined extraction method for DOC and DOCX files to extract only metadata that is pertinent to Microsoft Word files. (367298)

Analyze

• Add the ability to promote documents from INSPECT

  In INSPECT, in Document Actions, added the ability to promote selected documents to Review using the new Promote button. (373933)

• Validate Search strings in FILTER

  Added validation in ANALYZE>FILTER using the same warnings and guidance that are implemented in the Search box in INSPECT and REVIEW. For example, filter validation now provides guidance to ensure proper date formats and that a closing parenthesis exists for every open parenthesis. (364240)

• Search Hit Report enhancements

  • Enhanced support for large population sizes to include hits exceeding 2 GB. (380302)
  • Added a row under CALCULATED TOTALS to show CALCULATED TOTALS Not in Hosting. In addition, clarified the following information.
    • Document Hit Count shows the calculated total for documents not currently in hosting.
    • Document Hit Count w/Family shows the calculated total for documents with families not currently in hosting. (324320)

• Filter job information

  Updated the filter job information displayed to include the settings for Include Null Dates (Yes or No) and Date Filter By (Parent Date or Item Date). To view this, use one of the following methods. (365867)

  • In ANALYZE>PROMOTE & EXPORT, you can view the filter settings by clicking Template Name.

  • In OVERVIEW>Jobs Overview, by selecting the Job Name.

• In INSPECT, identify when new, duplicate custodian values are inserted

  Provided a new field called All Custodian Date that Epiq Discovery updates each time All Custodian or All Custodian Path changes. The new All Custodian Date field stores the updated date. All Custodian Date enables you to identify documents already sent to Review that later have new values added to the All Custodian or All Custodian Path fields. (370708)

• In EXPORT, provide Text File Path in the DAT

  When exporting via ANALYZE>PROMOTE & EXPORT or the Export option of ANALYZE>FILTER and you select Text for the export, we now provide the Text File Path in the DAT output file. The Text File Path is not included in the LST file. (370868)

Search

• Aligned proximity search functionality

  Changed the following key points of proximity search used in Search Builder or ANALYZE>FILTER to match Relativity and DMX methods.

  • When you enter a word or phrase before and after the W/ keyword to specify within, understand that search looks for documents that contain the words or phrases on both sides of the connector within the specified number of words. The word or phrase before the W/ keyword is considered the first word and the word count stops just before the word or phrase after the W/ keyword. The following examples show how you can search the proximity of words. (370301)

    Example: Extracted_Text(attorney w/2 privilege)

    Results: Documents that contain "attorney client privilege" or "attorney privilege", but not "attorney and client privilege".

    The following list explains the example results.

    • For attorney client privilege, "attorney" counts as 1 and "client" counts as 2 before "privilege", so the example is within 2 of "privilege".

    • For attorney privilege, "attorney" counts as 1 with no other words between, so that example is within 2 of "privilege".

    • For attorney and client privilege, "attorney" counts as 1, "and" counts as 2, and "client" counts as 3, which exceeds the limit of 2 words before "privilege".

  • Additional changes to proximity enables you to find documents that contain phrases on either side of the W/ keyword. The phrase before the W/ keyword is considered the first word and the word count stops just before the word or phrase supplied after the W/ keyword. The phrases you supply with the W/ keyword do not need to be surrounded in quotation marks. (358247)

    Examples:

    Extracted_Text(Due to W/5 manager recommendation)

    Extracted_Text ("Due to" W/5 "manager recommendation")

    Results: Both examples result in the same documents, where the phrase Due to appears within five words (inclusive, where Due to counts as 1), before manager recommendation.

• Enhanced wildcard support

  In the Search box, you can now supply wildcards (* or ?) either within or outside of quotation marks. (370304)

  For example, when entered in the Search box, both of the following strings find attorney and return the same amount of documents, regardless of quotation marks.

  Extracted_Text(attorn*)

  Extracted_Text("attorn*")

• Split searching clarification

  When your search includes words with special characters or mix alphabetic and numeric characters, the following rules apply. Adapt your searches accordingly to accommodate the split words using AND or W/ as needed.

  • For alphanumeric words, such as SD500, search separates the characters into words at the transition and searches for two separate words (SD 500).

  • For words that include non-alphanumeric characters, such as "Wi-Fi", search ignores the special character (hyphen) and looks for two separate words (Wi Fi).

  • Search ignores leading and trailing special characters.

    • For //users/jsmith, search ignores the special characters and looks for separate words (users jsmith).

    • For "ABC Company, Inc.", search ignores the trailing comma and period and looks for separate words (ABC Company Inc).

  • For words that end with an apostrophe s, such as Smith's, search ignores both the apostrophe and the ending "s" and looks for one word (Smith).

• Updates to Search syntax and examples

  Updated the following instructions. (369097)

  • In INSPECT and REVIEW, updated the information shown when you click the Search box and select Search Examples.

  • In ANALYZE>FILTER, after you select a template, updated the information shown when you click the Search Syntax Documentation link near Keyword.

• Search Builder updates

  Now, when you select All Custodian in Search Builder, you can Select All or select one or more of the listed custodians. Previously, you had to enter the custodian name. (374090)

Review

• Improved document viewing experience

  Improved the document viewing experience by implementing new functionality to store converted images in S3. When viewing a document in the Viewer for the first time, if Epiq Discovery hasn’t previously converted the image for viewing, it now converts and downloads it to S3 storage. Subsequent requests to view the produced image reference this converted document. (375370)

• Support mass tagging of 500K documents

  Enhanced capability to bulk tag 500K selected documents using the Tag in Document Actions. In addition, this action creates a job that you can track in Review after selecting the Jobs icon . (346054)

• OCR updates

  Added the following updates to REVIEW and INSPECT.

  • Enabled OCR on imported documents without native files

    When importing production using the LOADING action in Desktop Client, corrected an issue that occurred when the production included metadata and image files but did not include native files. Previously, OCR incorrectly failed without native files. Now, the same production imports and OCRs successfully. (381371)

  • Show OCR History

    You can now view OCR history. Use the steps in the following topic to view OCR history as part of the document history, View document history in Inspect or View document history in Review.(355592)

• Reflect the project Time Zone setting on email images

  To ensure consistency and integrity between metadata, text, and image display, email images now display the project’s Time Zone setting. This setting is available in PROJECT SETTINGS, under REVIEW. This update aligns field information so that, for example, Date Sent on the image matches Date Sent shown when viewing Metadata.

  This change affects any documents collected using Epiq Discovery, version 2.5x or higher. To view this update in previously processed or imaged documents, perform the following steps.

  1. In REVIEW or ANALYZE>INSPECT, select the documents.

  2. To update the existing images, in Document Actions, click Image and follow the prompts.

  3. To update the text files based on the new images, in Document Actions, click OCR and follow the prompts. (368462)

• Show Bates settings in Export to CSV

  In Document Actions, under Export (to CSV), show the Bates settings if a production exists for any of the selected documents. (356185)

  1. In the Project page, select REVIEW or ANALYZE>INSPECT.

  2. Select documents to export to CSV that include a production.

  3. In the Document Actions pane, click Export.

  4. In Field, select the fields to include, including Production.

  5. Select Submit.

  6. To view the exported CSV, in REVIEW, select the Jobs icon .

  7. When the export successfully completes, at the end of the row for the Export CSV job, select the Download icon .

  8. When the file appears, click it to open it in Excel. Bates settings appear under the Production column.

• Create metadata field using a space or underscore

  You can now create a metadata field using a name that includes a space or an underscore. To create a metadata field for selected documents, in Document Actions, click Modify. Then, click Modify Metadata and in Action select Create or Create/Update. (372272)

• Modify Metadata

  • Merging metadata. Added the ability to merge same or similar (long text fields and short text fields) metadata fields by merging via a list or hierarchy. To merge metadata, use the following Merge a list or Merge via hierarchy procedures. You can also view the history of metadata modifications. For more information about merging, refer to Modify metadata in documents in Review.

    Merge a list. Added the ability to merge the values of multiple fields of the same type into one field. When merging strings, you can merge long text fields into short text field, but the result truncates to fit within the short text field as needed. (343312)

    Merge via hierarchy. Added the ability to merge metadata based on a hierarchy. (368291)

  • Show metadata modifications history

    You can now view metadata modification history in REVIEW or INSPECT. Use the following steps to view OCR history as part of the document history. (355593)

    1. In the Project page, select REVIEW or ANALYZE>INSPECT.
    2. Select the document.

       • In the Docked Viewer, in the document pane, click .

       • In the Undocked Viewer, in the left pane, select History.
    3. View the history, which is listed from most recent to oldest.

• Provide Automatic Redaction in Review

  You can now perform automatic redaction on searchable PDF documents. While most standard PDF files are searchable, a PDF might not be searchable if it contains only images and no text, or if it was specifically created as "not searchable." To verify the search capabilities of a PDF document, view and search in the document's OCR or download the file and try to search in it.

  To perform automatic redaction, refer to Automatically redact documents. (374130, 375273, and 375274)

  You can view the Auto Redaction selections used in the job. To do this, in OVERVIEW>Job Settings select the Job Name for the Auto Redaction. (375276)

Production

• View settings of existing productions

  To view the settings of an existing production, either in REVIEW, click the Production icon and select the Production Name or in PRODUCE, select the Production Name. These settings include all selection options, including Submitted By, Submitted Date, Prefix, Stamping, Suffix, Numbering, and Sort By. In addition, the Images tab shows Slipsheeting is not used (None) or displays the file used for the slipsheet, Usage (Included or Excluded), and Scope. (364867)

• Updated Suffix to show 4 digits

  Set the suffix to represent four digits, using zeros to pad unused digits (0001 to 9999) to maintain numeric alignment. (367448)

• Honor sort by for productions without images

  Corrected an issue where productions without images did not honor the Sorting selection (Document Number, Family, or Thread). (367083)

• Delete production

  You can now delete an existing production, which also clears the Bates numbering used by the production. Once deleted, you can reuse the production name, which can be useful when you need to recreate the production because of incorrect documents, document count, branding, or any other reason. Refer to Delete production for more information. (312834)

• Productions using large documents

  Adjusted loading options to enhance production speed when using large (2K) documents. (350193)

• Document Stamping updates

  • Removed file name extensions. The file name extension no longer appears when stamping by File Name. (367526)

  • Added multi-sort for stamping. When defining a production, previously you could sort by one level. Now, you can sort by up to three levels (sort by one option, then by another option, and then by a third option). (330589)

  • Enabled sort on fields in stamping. When selecting the option to sort by, you can now sort by a field that you created (in REVIEW or INSPECT, under Modify in Document Actions). (372111)

• In Production, provide Text File Path in the output DAT

  When you select Export Text for the production, note that the Text File Path now appears in the DAT file. (371035)

Administration

• Export the current list of users

  Added an Export Users button in the PROJECT SETTINGS>USERS and CLIENT SETTINGS>MANAGE USERS pages. (362685)

• Display Epiq Discovery product version number

  To view the version number, in the titlebar, click the Help icon and select About from the menu. (320590)

• Download Desktop Client in Epiq Discovery

  In the titlebar, click the Help icon and select Desktop Client from the menu. Extract the files to a folder. To launch Desktop Client, double-click EpiqDiscoveryClient.exe. (309957)

Epiq Discovery Desktop Client

• Improved transfer speed on Local collection

  Accelerated the transfer speed of Local collection in Desktop Client by uploading data directly to S3. (372277)

• When loading, adjust accepted date/time formats

  • When loading jobs though Desktop Client, the system now recognizes AM and PM in date fields. Desktop Client now supports common date fields with year designations. Supported date formats appear in the following tables. At this time, the Desktop Client does not support scientific or European date (DD/MM/YYYY) formats. (370638)

    Supported Date Formats

    Description	Delimiter: /	Delimiter: -	Delimiter: .	Delimiter: none
    Begin with month	MM/dd/yyyy	MM-dd-yyyy	MM.dd.yyyy	MMddyyyy
    Begin with year	yyyy/MM/dd	yyyy-MM-dd	yyyy.MM.dd	yyyyMMdd

    Supported Date and Time Formats

    12-hour format	24-hour format	12-hour with seconds	24 hour with seconds
    MM/dd/yyyy hh:mm aa	MM/dd/yyyy HH:mm	MM/dd/yyyy hh:mm:ss aa	MM/dd/yyyy HH:mm:ss
    MM-dd-yyyy hh:mm aa	MM-dd-yyyy HH:mm	MM-dd-yyyy hh:mm:ss aa	MM-dd-yyyy HH:mm:ss
    MM.dd.yyyy hh:mm aa	MM.dd.yyyy HH:mm	MM.dd.yyyy hh:mm:ss aa	MM.dd.yyyy HH:mm:ss
    yyyy/MM/dd hh:mm aa	yyyy/MM/dd HH:mm	yyyy/MM/dd hh:mm:ss aa	yyyy/MM/dd HH:mm:ss
    yyyy-MM-dd hh:mm aa	yyyy-MM-dd HH:mm	yyyy-MM-dd hh:mm:ss aa	yyyy-MM-dd HH:mm:ss
    yyyy-MM.dd hh:mm aa	yyyy.MM.dd HH:mm	yyyy.MM.dd hh:mm:ss aa	yyyy.MM.dd HH:mm:ss
    yyyy-MM.dd hh:mm aa	yyyy.MM.dd HH:mm	yyyy.MM.dd hh:mm:ss aa	yyyy.MM.dd HH:mm:ss
    yyyy dd MMM hh:mm aa	yyyy dd MMM HH:mm	yyyy dd MMM hh:mm:ss aa	yyyy dd MMM HH:mm:ss
    MMM dd yyyy HH:mm aa	MMM dd yyyy HH:mm	MMM dd yyyy hh:mm:ss aa	MMM dd yyyy HH:mm:ss
    dd MMM yyyy hh:mm aa	dd MMM yyyy HH:mm	dd MMM yyyy hh:mm:ss aa	dd MMM yyyy HH:mm:ss
    		yyyyMMDDhhmmssaa	yyyyMMddHHmmss

• Updated Java disclaimer

  Updated licensing disclaimer for Java to clarify use of Open Source JRE or licensing terms for Oracle JRE. (377756)

Third-party software updates

• Elasticsearch

  Upgraded from Elasticsearch, version 6.7 to 7.1. (358420)

• NIST list

  Updated the NIST list to 2.67 as part of regular deployment updates.