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.

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 Review Manager or higher roles enabled propagation for a Single Choice, Multiple Choice, or Short Text field, a propagation icon appears next to the field. If you code this field, the system propagates coding value across related documents. You can choose to propagate coding values to related documents by family, email thread, near duplicates, or a combination.

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.

• For more information about potentially privileged emails, refer to About Privilege Detection.

• For more information about the coding forms, refer to About coding forms.

• For more information about the reviewed field, refer to Create an assignment.

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.

You can also use quick tags to tag documents. Refer to Apply Quick Tags for more information.

Perform the following procedure to review a document.

1. In the Main Menu, select Review.

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. Click . The Coding Form dialog box displays the coding form that is assigned to the document.
5. 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. If you have coded the field that has a propagation icon next to it, the Propagation dialog box appears. Then, do the following steps.

      • To skip propagation, click Skip Propagation.

      • To propagate coding values, do the following steps.

        1. Select one or more propagation methods from the following. The methods that appear reflect the methods chosen in Project Settings.

           • Family

           • Email Thread

           • Near Duplicates

        2. Click Submit.

   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.

      • If the Propagation dialog box appears, select one or more propagation methods or click Skip Propagation as needed.

6. To submit a batch, click Check In.

   • 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.