Epiq Discover Version 3.9.6 Release Notes (December 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 3.9.6 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

    • . Loading now supports additional date formats, including single digit day, single digit month, and two-digit year formats.

    • . You can now map single choice and multiple choice fields when loading documents. You can map the existing single choice and multiple choice fields created in Epiq Discover, as well as create single choice and multiple choice fields in Desktop Client.

Enhancements in Release 3.9.6

This release contains the following enhancements and updates.

General

Report name standardization

Updated the file names of project and client reports for better identification. (626460)

Project reports

The names of the following reports now include project name, job name, report name, and time stamp separated with hyphen.

Report

Job Name

Collection Report

Collection job name

Processing Report

Collection job name

Processing Exception Report

Collection job name

Production Summary Report

Production job name

Search Hit Report

Filter job name

When multiple collections, productions, or filter jobs are selected, the job name displays as “Multiple”. The following figure shows examples of these report names.

The names of the Summary Exception Report and User Audit History Report now include project name, report name, and time stamp, separated with hyphens. The following figure shows examples of these report names.

The format for the report timestamp is yyyy-mm-dd-hh-mm-ss-ms, displaying 24-hour format and milliseconds (ms).

Client reports

The names of the Client Production Summary Report and User Login History Report now include client name, report name, and time stamp separated with hyphen. The following figure shows an example of the User Login History Report name.

The format for the report timestamp is yyyy-mm-dd-hh-mm-ss-ms, displaying 24-hour format and milliseconds (ms).

Client Dashboard update

In DASHBOARD, updated the label to for clarification. (904198)

Added hovertext for fields that have long names

Now, when selecting fields from the fields list, performing document actions, and setting up export templates, when field names exceed 30 characters, you can hover over the field to display the full field name. (810851)

Inspect/Review

Transfer to Relativity updates

Added a confirmation dialog box that appears after you submit a Transfer to Relativity job. The confirmation dialog box shows the following message: Confirm that you want to transfer the selected documents to Relativity workspace: <workspace name>. (710373)

Document Prefix update

Now, if is enabled in , when you transfer documents to Relativity, the system displays a warning message, indicating that with this option enabled, you cannot transfer documents to Relativity. This message appears after you establish a successful connection to Relativity and initiate the transfer process. However, you can continue with the transfer process by closing this dialog box. (835240)

Securable folder updates

Folder job information pop-up update

In the page and the page in Inspect or Review, the Litigation Support and Review Manager role can no longer view information in the Folder job information dialog box. (906681)

Folder update

Now, if there is no user group available in a project, when creating or modifying a folder in Inspect or Review, the button in the or dialog box is inactive, and the hovertext of this button shows . (906724)

Email Threading: Inclusive email files update

In this release, updated the logic of Inclusive Minus and Inclusive Copy email files that the system identifies during the job. The following table clarifies the previous and new behavior. (894779)

Field value Updated behavior in this release Previous behavior
An inclusive minus email file contains a unique attachment not found in any other inclusive email files within the email thread. At least one attachment associated with the parents of the inclusive message is missing.
An inclusive copy email file has the exact same content as another inclusive email file but with different participants. The email is a copy of another message marked as Inclusive or Inclusive minus.

Assignment update

Now, when you assign one or more batches in an assignment to the Senior Reviewer role, they can view only the documents in the batches assigned to them. Previously, they could view the documents in the batches that were not assigned to them. (908862)

  • In Inspect or Review, when the Senior Reviewer role searches for documents using the assignment name, the system now returns only the documents from the batches assigned to them.

  • In >, by clicking in the window of an assignment, the Senior Reviewer role can now view only documents in the batches assigned to them.

  • When the Senior Reviewer role assigns a batch themselves, they can view the documents in that batch.

Also, when a Senior Reviewer checks in all batches assigned to them as Pending, the assignment is removed from the pane. (909764)

Administration

Processing settings update

In >, added a new tab and moved all the processing settings from tab to this new tab. (850696)

Desktop Client

Enhanced support of date and time formats

The system now supports the date and time formats mentioned in the below table when loading files. (777174)

12-hour format

24-hour format

12-hour with seconds

24-hour with seconds

mm/dd/yy hh:mm aa

mm/dd/yy HH:mm

mm/dd/yy hh:mm:ss aa

mm/dd/yy HH:mm:ss

mm-dd-yy hh:mm aa

mm-dd-yy HH:mm

mm-dd-yy hh:mm:ss aa

mm-dd-yy HH:mm:ss

mm.dd.yy hh:mm aa

mm.dd.yy HH:mm

mm.dd.yy hh:mm:ss aa

mm.dd.yy HH:mm:ss

yy/mm/dd hh:mm aa

yy/mm/dd HH:mm

yy/mm/dd hh:mm:ss aa

yy/mm/dd HH:mm:ss

yy-mm-dd hh:mm aa

yy-mm-dd HH:mm

yy-mm-dd hh:mm:ss aa

yy-mm-dd HH:mm:ss

yy.mm.dd hh:mm aa

yy.mm.dd HH:mm

yy.mm.dd hh:mm:ss aa

yy.mm.dd HH:mm:ss

m/d/yy hh:mm aa

m/d/yy HH:mm

m/d/yy hh:mm:ss aa

m/d/yy HH:mm:ss

m-d-yy hh:mm aa

m-d-yy HH:mm

m-d-yy hh:mm:ss aa

m-d-yy HH:mm:ss

dd/mm/yyyy hh:mm aa

dd/mm/yyyy HH:mm

dd/mm/yyyy hh:mm:ss aa

dd/mm/yyyy HH:mm:ss

dd/mm/yy hh:mm aa

dd/mm/yy HH:mm

dd/mm/yy hh:mm:ss aa

dd/mm/yy HH:mm:ss

Loading update

Added the ability to map single choice and multiple-choice fields

You can now map single choice and multiple choice fields when loading documents. You can map existing single choice and multiple choice fields created in Epiq Discover or you can create single choice and multiple choice fields in Desktop Client. (743421)

  • To map the existing single choice and multiple choice fields, when mapping each by data type, select or as the type of data and then select the associated field name.

  • To create single choice or multiple choice fields, when mapping each by data type, perform the following actions.

    1. Select from the field type drop-down list.

    2. In the dialog box, do the following steps.

      1. Select or as the data type.

      2. In the name field, add a name for the field.

      3. In the value field, add field values. Enter one value per line.

      4. Click .

The single choice or multiple choice fields that you create in Desktop Client are editable by default in coding forms. You can make these fields read-only in Epiq Discover when editing them in Project Settings.

File paths update

Now, the system supports parentheses in file paths when loading files. (837952)

Bugs fixed in Release 3.9.6

The following bugs were resolved in this version.

Number 

Title 

821979

Loading | Text files are failing to load with Old/New workflow

833031

Loading | Successfully loaded documents not showing up in Platform

835214

Desktop Client > Loading | Updating document without including file path alters Record Type in MySQL

849759

Loading & Overlay | Short Text custom Field ingestion issue

856700

Loading | Loading Job completed with "Read timed out - java.net.SocketTimeoutException: Read timed out"

860596

Project created with error "Uncaught exception occurred in /rest/project/features, returning the basic exception response."

881693

Transfer to Rel | Job fails to transfer due to FileStream error, but it shows as disk space issue

882181

Processing | Expecting exactly 1 file location for document 0 document file type name of Original Native and file type id 1 in project xxx

883953

Mobile Collection | When Mobile Collection is re-tried, the job popup shows incorrect document count / zero

896482

Email Threading | There is inconsistency in emails identified as 'Thread Inclusive' for the emails threaded together

900136

Inspect/Review | The response content must be rendered before it can be iterated over

900169

Inspect/Review | int() argument must be a string, a bytes-like object, or a real number

901819

Filter Jobs | Keyword filter job doc count not Matching with Report Hits

905278

Desktop Loading | Document IDs are not in worker logs

906693

Angular | Coding Form | Boolean Field Misinterpreted in the Search Builder

907095

Loading | Records without Family Number silently fail to load

908120

DataHub | Datahub job with error " java.util.concurrent.TimeoutException "

908457

Document List | Review | Noticing for specific user roles, after the document list is loaded and user navigates to different pages, noticing lingering degradation with "documents-review"

908803

Securable Folders | Group/Roles | For specific lower user roles, noticing a performance degradation occurring when attempting to load documents

908832

Administration | Review Manager unable to see documents in Review

908868

Performance | For some lower roles, error 502 returned when switching pages with 1000 documents and documents have high (100k+) attachments

909569

Deduplication | Cannot create more than max prepared stmt count statements (current value: 50000)