Modify Document List in List View

In the Document List in the List View, you can choose whether to display the file name or document number and the parent date or document date. You can also filter the list to show only parent documents or both parent documents and attachments, and sort the list by various criteria.

For the projects created in Epiq Discover release 4.8 or later, you can choose to view unique or all documents.

To modify Document List in the List View, complete the following procedure.

1. In the Main Menu, select Review.
2. Modify the Document List using any of the following methods.
   Sort the Document List

   To sort the List view, click the Sort By dropdown and select a sort option. The selected sort order appears highlighted. Ascending (asc) arranges options from A to Z and descending (desc) arranges options from Z to A.

   • 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)

   Filter the Document List

   To view unique or all documents, follow these steps.

   1. At the top of the Document List, select View.

   2. Select one of the following.

      • All Documents

      • Unique Documents

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

   To view only parent documents or both parent documents and attachments, select Settings and select one of the following in Family View.

   • Parents Only

   • Parents and Attachments

   Change the Document List display

   To change the document identifier display, follow these steps.

   1. Select Settings .

   2. In Document Identifier, select one of the following.

      • File Name or Subject. Displays the file name for non email files or subject for email files.

      • Document Number. Displays the Document Number assigned by the system.

   To change the date display, follow these steps.

   1. Select Settings .

   2. In Date, select one of the following.

      • Parent. Displays the parent date.

      • Document. Displays the document date.

   Show or hide the file extension and relational field icons

   To show or hide the file extension and relational field icons, select Settings and then do the following. Changing these settings in the List View does not affect the settings in the other Views.

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

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

   Change number of documents per page

   To change the number of documents shown per page, at the bottom of the Document List, select a number from Documents per page.

   • By default, the Document List displays 50 documents per page.

   • When you select a number from Documents per page, the setting applies to both Inspect and Review.

   • When you change the documents 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 50 documents per page.