Epiq Discover Version 3.9.5 Release Notes (October 2024)

This release contains updates and improvements to Epiq Discover. The following notes highlight new enhancements to Epiq Discover and provide a list of bugs addressed in this release.

Release Highlights

Release 3.9.5 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

User group management. Added the ability to assign users to different groups.
Securable folders. The Project Manager or higher roles can now secure folders by limiting folder access to certain user groups while creating or editing a folder. This feature provides the ability to grant users access to a limited scope of documents for review.
Additional permissions. Senior reviewers can now access folders that they have permission to access. They can also search for any documents in their assignment or in the document population they can access.

Enhancements in Release 3.9.5

This release contains the following enhancements and updates.

General

User role updates

The actions that a Senior Reviewer or Reviewer can perform in Review have changed with this release. The table below shows the added and removed capabilities of the Senior Reviewer and Reviewer roles. (851435, 900338)

Added or removed capabilities	Senior Reviewer	Reviewer
Added capabilities	View and access folders if Senior Reviewers are included in the group permissions given to a folder.	No changes
Added capabilities	Search capability to find documents using the Search box or Search Builder. A Senior Reviewer can search for documents in folders that they can access or within their assignments.	No changes
Removed capabilities	Senior Reviewer and Reviewer roles can no longer access document fields created during Production or Filter Jobs.
	Senior Reviewer and Reviewer roles can now only access a custom field if it is included in the coding form associated with their assignment.
	Senior Reviewer and Reviewer roles can no longer view production images.

Inspect/Review

The new Securable Folders feature gives Project Managers or higher roles the ability to grant users access to a limited scope of documents for review. To do this, Project Managers secure specific folders as needed by setting permissions so that only specific user groups can access the folders. Project Managers can do this when creating or editing a top-level folder.

Project Manager or higher roles can access all folders under Review and Inspect, regardless of folder restrictions. In the FOLDERS pane for these roles, secured folders display the shield icon .
Review Manager and Litigation Support roles can access unrestricted folders under Review by default, as they previously could. In this release, these roles can access a secured folder only if they are a member of a user group that has permission to access it.
Senior Reviewers cannot access folders by default. With this release, Senior Reviewers can access a folder only if they are a member of a user group that has permission to access it.
No change in folder activity for Reviewers, as they cannot access folders.

In projects created prior to Epiq Discover, release 3.9.5, all folders under Review are automatically accessible to Review Manager or higher roles.

After a folder is secured, Review Managers and Litigation Support roles can access the folder only if they are a member of a group that has permission to access it.
Senior Reviewers can access folders under Review only if a Project Manager (or higher role) adds them to the user group that has permission to those folders.

The typical workflow for setting up securable folders includes the following actions in order. (325448, 882070)

First, create the user groups.
Then, add users to the user groups.
Finally, when creating a new folder or editing existing folders, restrict the folder access to one or more user groups.

Manage user groups

When setting up user groups, first create the group and then add users to the group. You can add up to 100 groups. To add a user group, perform the following procedure.

In the Project page, click and select PROJECT SETTINGS.
In the left pane, select USERS.
Select Groups.
Click Create Group.
In the Create Group dialog box, do the following steps.
1. In Group Name, enter a name.
2. Click Save.
To add users to the group, select Users.
In the User List, select Litigation Support or lower roles. You can locate a user using the filter box at the top right of the User List.
- You can also add a user to a group when creating it. Note that the Groups field appears only when you select Litigation Support or lower roles in Role.
In User Info, do the following steps.
1. In Groups, select a group.
2. Click Save.

You can edit the name of the group at any time. If needed, you can delete a group if the group isn’t assigned to a folder.

To edit a group, refer to Edit a group.
To delete a group, refer to Delete a group.

Restrict folder access to user groups

You can limit folder access to user groups 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. To restrict folder access when creating a folder, perform the following procedure.

In the Project page, click ANALYZE>INSPECT or REVIEW.
On the left navigation pane, click .
In the FOLDERS pane, click .
In the Create New Folder dialog box, do the following steps.
1. In Folder Name, type a name for the folder.
2. In Permissions, the No Restrictions option is selected by default. To limit folder access to a specific user group, select that group.
3. To select more groups, click Add Group, and then select a group from the field that appears.
4. If you want to populate folders using document numbers, select Load Document Numbers, and then select a CSV file containing the document numbers.
5. Click Create.

Also, you can also limit folder access when editing folder. Refer to Modify a folder for more information. In the Jobs Overview page and the JOBS page in Inspect or Review, when you select the Job Name that displays Folder, the Folder Information dialog box now shows Group Security. Group Security shows the names of the selected groups if you limit the folder access to one or more groups or shows None if there are no restrictions.

Transfer to Relativity update

When you perform Document Actions>Transfer job in Inspect or Review, in each of the Transfer pages, the system now displays the Relativity workspace name for your reference. (733199)

Bugs fixed in Release 3.9.5

The following bugs were resolved in this version.

Number	Title
872801	Production \| Production Completed with error as "Cannot invoke "com.aspose.pdf.internal.ms.System.ly.ld()" because the return value of "com.aspose.pdf.internal.ms.System.ly.lI(Object)" is null"
880367	Export Download \| Job fails while parsing date fields
890578	Report \| Processing report blank due to source update
897322	Report \| Running with updated custodian processing report not showing any result
897439	Processing \| PST files with source selected as "M365 Outlook Calendar" are not being processed
897933	Transfer \| Error "Could not get field Extracted Text_FileSize. File size should be ulong value." received during transfer
899897	Text Summarization \| "JSONObject["Summary_Text"] not found." exception occurred in Schedular logs for text summarization sync flow
899556	O365 \| Email Collection failed with error message: Increment count must be positive
900037	Transfer \| Log specific error when RelOne credentials cannot be retrieved