Epiq Discover Version 4.9 Release Notes (August 2026)

New releases of Epiq Discover include added features, functional enhancements, and bug fixes, as described in this release note. For this release note, the organization of the notes starts with general information, followed by discovery phases (Collect, Process, Analyze, Inspect/Review, and Production), Administration, and Desktop Client.

Bug fixes appear at the bottom of the release note. In addition, refer to the following topics for previous release notes and information about limitations and specifications.

Release Highlights

Release 4.9 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

  • . The Native Excel Viewer is now available as a full feature and includes enhanced redaction capabilities, row and column resizing, and dedicated View and Redaction modes.

  • Document Number Search. Search for large batches of document numbers by importing a text file.

  • Jobs Page. View Last Activity, Tasks Remaining, and Total Tasks metrics to track job progress and identify stalled jobs.

  • Redaction Navigation. Navigate directly between redactions in the Image Viewer.

Enhancements in Release 4.9

This release contains the following enhancements and updates.

General

Inspect relocation in the Main Menu

Moved the Inspect menu from the Analyze dropdown to a standalone navigation item in the Main Menu, making it easier to access. (1077918)

Jobs page updates

Updated Jobs Overview page and the job pages in Inspect and Review to include additional job detail columns and column customization options. The following table describes the new columns.

Column name

Description

Job ID

Job identification number.

Total Tasks

The total number of tasks (fragments) associated with the job.

Completed Tasks

The number of tasks (fragments) that completed successfully.

Tasks Remaining

The number of tasks (fragments) that have not yet completed.

Last Activity Date

The most recent time a job task (fragment) was worked on. This value is updated every 5 minutes.

Job Progress

Displays a progress bar indicating the percentage of job completion.

Additionally, the Job Status column now displays the status of a job, such as Completed, Completed With Errors, In Progress, and Cancelled.

By default, a job page displays Job Name, Job Type, Job Status, Submitted By, Submitted Date, Tasks Remaining, and Last Activity Date columns.

You can show or hide columns, except for Job Name, Job Type, and Job Status. To customize the displayed columns, select Columns at the upper-right corner of the grid, and then select or clear the columns as needed.

  • Select Show/Hide All to select or clear all available columns.

  • Select Reset to restore the default column configuration.

The following list provides related topics.

(1080057, 1068966, 1102015, 1102016)

Analyze

Data Assessment page updates

Made the following changes to the Data Assessment feature. (940751)

  • For the projects created in Epiq Discover 4.9 or higher, removed the word 'Dashboard' from the Data Assessment page. Also, in the Jobs Overview page, renamed Data Assessment Dashboard job to Data Assessment Report.

  • The Concept Search table is no longer available.

  • Added the Between operator to the following filter options:

    • File Information>Family Count

    • File Information>Extracted Text Size

    • Email Information>Recipient Count

Inspect/Review

Native Excel Viewer

The Native Excel Viewer, previously available as a Feature Preview in Release 4.8, is now fully available in Release 4.9.

The Native Excel Viewer lets you view, review, and redact Excels directly in their native format. It supports XLSX, XLS, XLSM, XLSB, XLTM, and XLTX files, and includes tools to search content, apply and manage redactions, zoom, print, and download the original or redacted file.

To use the , enable it in under . This option is now available for all projects and is disabled by default for new projects.

In Release 4.9, made the following changes.

  • The Native Excel Viewer includes the and modes to help you navigate and redact Excel content more efficiently.

    • Use mode to redact continuously. While this mode is enabled, when you select a cell or object, such as a chart or image, the system redacts it using the most recently selected label and color. mode remains enabled until you switch back to mode, and your redactions are saved even after you reload the file.

    • Use mode to scroll through cells, sheets, and objects such as charts or images without creating new redactions. You can move, resize, delete, or edit existing redactions in mode. However, you cannot add new redactions. Switching to mode enables redacting again, and existing redactions remain unchanged.

  • Added a right-click context menu that allows you to delete a redaction and change its label or color without using the toolbar.

  • Added the icon to remove all applied redactions. (1076645, 1082067)

The following list provides related topics.

Assignment updates

Epiq Discover now supports configurable assignment settings that enable standardized reporting and enhanced reviewer metrics. When creating an assignment, you can specify additional fields configured in Project Settings.

Client Administrator or higher roles can configure assignment fields. You can create Short Text, Single Choice, and Multiple Choice field types. You can also edit or delete these fields as needed. Additionally, you can set each field as either mandatory or optional for assignment creation.

The image below shows the Assignment settings.

After you create assignment fields, they are available in the Create New Assignment dialog box, where you can select values from them when creating an assignment.

The image below shows the assignment fields in the Create New Assignment dialog box.

Also, in the Assignment Settings dialog box that appears when you edit an assignment, renamed Create New Assignments to Generate Batches. (1019594)

The following list provides related topics.

Content Search update

You can now navigate directly between redactions from the Content Search pane in the Image Viewer. The Content Search results list now displays the redactions applied in a document, allowing you to navigate through them. The Content Search pane also includes a new section that lets you filter redaction results by one or more configured redaction labels. The Content Search results list displays a document icon for highlights and a redact icon for redactions, allowing you to quickly identify each result type.

Also, the Content Search pane now includes a Document section. The Highlights option (previously named Persistent Highlights) and the Predefined Searches option are moved to this section. (972021)

Modify Document Action update

In > , added the and fields, which allow you to manage redacted text directly. This enhancement applies to both native and image redactions.

  • When you select Replace Redacted Text, a field appears where you can enter replacement text.

  • When you select Delete Redacted Text, the redacted text is removed when the job is submitted.

The job pop-up reflects the selected action, and the system logs the update in Document History and . If a document does not have any redacted text, the action completes without error and no change is made to the document. (1068157)

The following list provides related topics.

Document List updates

View unique documents

For projects created in Epiq Discover 4.8 or later, you can choose to view either unique documents or all documents in the Document List when using List View, Grid View, or Undocked View.

To change the document view, refer to the following topics.

The system caches this setting and applies it across the project (Inspect, Review, List View, Grid View, and Undocked View) until you change the setting or clear your browser cache.

In Account Menu>User Settings, you can set the default document set view for Inspect and Review. For more information, refer to Modify user settings. (1020039)

List View: manage icons

In List View, you can now show or hide the file extension and relational field icons. To manage these icons, select Settitngs and then do the following. (1065065)

  • Move the toggle to the right to show the file extension, or to the left to hide it.

  • Move the toggle to the right to show relational field icons, or to the left to hide them.

Search Builder: Search using bulk Document Numbers

You can now search for documents using bulk Document Numbers in Search Builder. You can enter bulk lists, or import Document Numbers from CSV or TXT files.

The feature supports up to 50,000 Document Numbers and provides validation for matched, unmatched, and duplicate values. You can also download a validation report. (1088760)

The following list provides related topics.

Added the ability to update an existing NDT job

The Near Dupe and Threading (NDT) document action now supports updating previously created NDT jobs. You can add documents to an existing NDT job or replace the document set associated with an existing job.

When you update an existing NDT job:

  • The system does not create additional NDT fields and reuses the fields created during the original NDT job run.

  • You cannot change the selected action (Email Threading or Near Duplicate Detection).

  • You cannot modify the Similarity Threshold or Include Emails settings configured for the original job.

Also, on the jobs pages, the Near Dupe and Threading job pop-up now includes Fields Generated, which shows the fields generated during the NDT job. (1078309)

The following list provides related topics.

Transcribe job update

You can now submit more than 250 documents in a single Transcribe job. (1055498)

Administration

Project Dashboard update

Updated the Project Dashboard to add a Custodian Overview table and pagination controls for dashboard tables and enhanced filter options for the Reviewer Metrics tables. Also, made the following changes to the Summary section.

  • Renamed Percentage in Review to % Percentage Promoted.

  • Renamed Users to Active Users.

The Custodian Overview table provides a summary of the documents belonging to each custodian. It includes the following columns.

Column Name Description
Custodians Name of the custodian.
Documents Total number of documents managed by the custodian.
Document Size Total size of the custodian's documents.
Processed Number of documents processed.
Excluded Number of documents excluded from processing.
Loaded Number of documents loaded through Desktop Client.
Promoted Number of documents promoted.

You can control the number of rows displayed and export data from the Custodian Overview and Reviewer Metrics tables.

  • To change the number of rows displayed, select a value from the Rows per page list at the top of the table. The default value is 10.

  • To export table data, refer to Export Project Dashboard data.

The Reviewer Metrics table now includes the following filter options. (995970)

  • You can now apply a filter to the User Name column.

  • Use Date Range at the top right of the table to filter the table by date.

  • For more information, refer to Modify Project Dashboard.

Client Dashboard Updates

Updated the Client Dashboard to improve storage reporting and ensure that dashboard metrics align with billable storage calculations. (1091802)

Data Storage chart update

Renamed the Data Storage chart to <current month> Data Storage. The chart now displays data for the current month. The Processing graph now displays the amount of hosted data in projects, excluding data hosted in Review. Removed the date picker because the chart now displays current-month data only.

Dashboard tile updates

Renamed summary tiles and updated them to display the following storage metrics.

  • Processing Storage (previously Collected) displays the peak storage value from the graph in the current month chart.

  • Review Storage (previously Processed) displays the peak storage value from the graph in the current month chart.

  • Total Hosting (previously Hosted) displays the total amount of hosted data in projects.

Storage reporting for deleted projects

Peak hosted storage values for deleted projects remain visible in the following locations during the billing period.

  • Total Hosting

  • Data Storage chart

  • Data Hosted by Project table

For more information, refer to Client Dashboard.

Project creation: copy assignments

You can now copy assignments from an existing project when creating a new project. To copy assignments, select Assignments under Import Settings in the Create New Project dialog box. When you select Assignments, the system copies all assignments, assignment fields, coding forms, and saved searches. Note that the system does not copy AI model assignments. (1019594)

For more information, refer to Create a project.

Desktop Client

Loading update

When a parent document fails to load, the system no longer loads its child documents and logs the failure in the log report. (1070633)

Bugs fixed in Release 4.9

The following bugs were resolved in this version.

Number 

Title 
873935 Production | Branding process fails and times out
974309 Epiq Internal Feedback | Quick Tag propagation confirmation popup automatically checks the Family option when Family has not been selected in project settings
1027289 Native Viewer | Download button fails due to illegal characters in file name and extension
1027295 Export download | Natives cannot be downloaded due to illegal characters in the file extension
1036885 Production delete | Production delete is completing with error

1067546,

1067642

 Export to PDF job | If a job is interrupted, it can now resume more efficiently.
1071824 Text Viewer | Time Zone Offset incorrectly showing +01:00 in Extracted Text despite project time zone set to UTC +00:00 (Dublin, Edinburgh, Lisbon, London)
1075060 Promotion | Children of duplicate processed parent documents are promoted using within set dedupe
1075228 Reprocessing | The information text under the Reprocessing Document Action is not correct
1078223 Transfer to Relativity | Transfer job completed with error as "Batch In Progress"
1083304 Document Grid | Filter not applying on search results with family Inclusion
1085345 Format Chats | Segment Document Name Collision for Similar Thread IDs
1085923 Document List | Delay in loading second page and metadata in the Undocked Viewer
1087042 Epiq Internal Feedback | Export production - without making any "Output Format", we are able to submit the job
1087678 DataHub | Unexpected behavior when moving folders in DataHub
1087949 Doc Actions | For documents returned based on the Fixed/Percentage criteria, selecting any Document Action after using "Select All" is affecting all documents in the Inspect/Review page instead of only the selected documents.
1088489 Search Hit Report | Incorrect total for "Unique Hits with Family" (column summing instead of the actual document count)
1088713 Client Dashboard | Archived project data is not showing in data storage Graph
1090959 Search | Valid syntax fails with "Cannot parse the Syntax" error in 4.8
1091970 Search | W/10 proximity operator returns unexpectedly higher results than equivalent AND query
1094242 Search Hit Report does not download due to encoder error
1094611 Project deletion | Force stop does not cancel hidden pending jobs
1096789 Search Builder | Search Builder generated text query for Exception Field returns no result
1096955 Imaging | Docx | Comments overlap the text in document table after imaging
1097423 Search Builder | Coding forms | Search Builder and saved searches are returning incorrect document counts for user/custom created fields
1097694 Production | Unable to reuse production name following successful production deletion​‌
1097760 Grid View | Boolean Fields | "Has Images" filter fails to return expected documents
1098271 Production | Images | Slipsheets are not applied when source is saved search
1098478 Folders | Incorrect aggregation of folder document counts
1098514 Search Builder | Extra space added after rerunning File Hash search
1098947 Reprocessing | Missing duplicate native path not updated
1099249 Search Builder | Search Builder does not populate all saved search conditions immediately after opening a saved search
1101310 DataHub | Project level DataHub is not accessible when project has a blank space at the end
1102239 Folder | Folder panel fails to display available folders from projects in review
1104044 DjangoAPI | DC and web collection | Incorrect native file naming
1106810 Folder | Folder rename causes subfolders and document counts to disappear until hard refresh
1109883 Search Builder | Saved searches incorrectly append the "_None" suffix to a custom field in search criteria
1109965 Search Hit Report | Eligible For Review column displaying the No Dedupe counts when applying Dedupe (Within custodian or Across database)
1110812 Search Builder | Search Builder keeps search across all projects from a client
1110841 Production | Slip sheets are not applied when slip sheets are based on saved search that references another saved search
1111004 Threading | Email is not marked as Inclusive because the final email reply contains only a short sentence
1112504 Client Dashboard | Data Storage bar chart is not displayed in production environments