About organization

In the review phase of Epiq Discovery, Review Manager or higher roles can organize a folder structure for storing filtered documents in the project. You can view, add, modify, move, and delete folders as needed. You can move any files from the Document Grid into folders during Inspect.

Project Manager or higher roles can secure specific folders as needed by setting permissions so that only specific user groups can access the folders. You can set the folder permissions 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. This feature enables you to grant users access to a limited scope of documents for review.

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

  • Review Manager or Litigation Support roles can access unrestricted folders by default. These roles can access a secured folder only if they are a member of a user group that has permission to access it. If they are a member of a user group, when they create a new folder, the system automatically limits the folder access to the same group.

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

Important: Access to documents granted via assignments supersedes any securable folder actions.

The typical workflow for setting up securable folders includes the following steps in order.

  1. In Project Settings, create your user groups. Refer to Add a group for more information.

  2. Add users to the user groups when adding a user or editing user information. Refer to Add multiple users to a role in a project or Modify user information for more information.

  3. When creating a new folder or editing existing folders, restrict the folder access to one or more user groups. Refer to Add a folder or Modify a folder for more information.

The following list provides other related topics.