Review a document

You can review documents from the file list or documents that were assigned to you. When the project owner assigns an assignment to a reviewer, the Reviewer can log in to see their assigned documents to review.

In projects created in Epiq Discovery 3.8 or higher, you tag the documents using Coding Forms. When a field is set to Required on a coding form, reviewers must code this field in order to save tagging decisions. Also, reviewers must code the field selected in Reviewed Field in order for the assignment and its batches to reflect review progress. You cannot code a read only field in the coding form.

In the Document List, you can filter reviewed or non-reviewed documents using the Reviewed or Unreviewed options. In the filter dropdown list, these options are suffixed with the reviewed field name. When creating a coding form, if Review Managers or higher roles allow the users to add values to a single or multiple choice field, then you can add values to these fields at the time of review.

If the document you are reviewing is an email and when Privilege Detector is enabled for the project, potential privilege is identified during promotion. If potential privilege is found in an email, the coding form shows Potentially Privileged under the Privilege field in the coding form to assist you in assessing privilege.

In projects created prior to Epiq Discovery 3.8, you need to tag the documents using Tags.

When you select a document in the Document List, you can move around in the document in the viewer. For more information about moving around in a document, refer to View a document.

Perform the following procedure to review a document.

  1. In the Project page, select .
  2. In the document list, select a document to review.
  3. The Docked Viewer appears on the right side of the Review grid. If you want to view the document in the Undocked Viewer, Click .
  4. Tag the documents.
    1. Click .
    2. Select the tags that apply to the document.
    1. Click . The Coding Form dialog box displays the coding form that is assigned to the document.

    2. In the Coding Form dialog box, perform the following actions.

      1. Code the fields.

        • When there are radio buttons, select one of the options.

        • When there are checkboxes, select the options as needed.

        • When there is a text box, enter additional information in the text box.

        • When there is a date field, select or enter the date.

        • When the Pencil icon is enabled next to the section name, perform the following steps to add values to a single choice or multiple choice field.

          1. Click .

          2. Enter a value in the text box next to the field, and then click . The added values appear below the existing field values.

      2. Click Save to save the changes.

      3. Click Reset to revert to the last saved changes.

      4. Click Save / Next to save the changes and go to the next document in the Document List.

  5. To submit a batch, click Check In.

    • Tags.

      • When all of the documents in the batch are tagged, this action saves the completed batch and presents you with the next batch.

      • When one or more of the documents in the batch are not tagged, a prompt asks you to confirm checking in the incomplete batch as pending. To do so, click Check In as Pending. This action marks the batch as unassigned, where it can be picked up by another reviewer or reassigned.

    • Coding form.

      • When you code the reviewed field in all the documents in the batch, this action saves the completed batch and presents you with the next batch.

      • When you do not code the reviewed field in one or more of the documents in the batch, a prompt asks you to confirm checking in the incomplete batch as pending. To do so, click Check In as Pending. This action marks the batch as unassigned, where it can be picked up by another reviewer or reassigned.