Modify review settings and highlights

Settings provides a way to modify the time zone display in the document viewer. For more information about time zone usage, refer to Time zone display.

Quick Tag settings provide a way to modify the icons that enable you to quickly scan for specific tags.

Highlights provide a way to modify the color used in a document to show hits that result from a search. To assist reviewers, Product Managers supply terms that appear as highlighted for Responsive, Privilege, and other categories that can help reviewers quickly locate actionable content, such as privileged work information or text needing redaction.

Redaction Label provide a way to add or delete the redaction labels that appear in the Redaction Reasons menu for your selection when manually applying a redaction on a document in Inspect or Review. Refer to Redact a document in Review for more information.

Perform the following procedure to modify review settings.

  1. In the Account Menu, select Project Settings.

  2. In the left pane, click .
  3. To set the Quick Tags, select Quick Tags.
    1. In , set the tags you want to appear in the review grid to enable quick scanning.
      1. For each of the six quick tags, select a field, and then a value.

        • The field list displays the default coding fields and custom fields that are single or multiple choice.

        • You can select the same field for multiple quick tags, but the values must be different.

      2. To disable a quick tag, click the toggle to the left. The system removes this quick tag from the review grid.

      3. To enable a quick tag, click the toggle to the right. The system displays this quick tag in the review grid.

    2. To save the settings, click .

  4. To modify time zone, select .
    1. In , select the appropriate time zone to unify the time zone display for document dates in Analyze>Inspect or Review, including metadata.
    2. To save the settings, click .
  5. To modify search and text highlights, select .
    1. In , select the color that Search uses to highlight matching terms within a document.

      • This includes the search by typing a term or phrase in the Search box at the top of the Inspect or Review page and the search by typing a term or phrase in the Content Search pane when displaying the document in Native or Image mode.

    2. In , type a set of terms (separated by commas) that you want to highlight in blue in the documents to flag the reviewer's attention regarding the Responsive tag category.
    3. In , type a set of terms (separated by commas) that you want to highlight in orange in the documents to flag the reviewer's attention regarding the Privilege tag category.
    4. To add a global highlight to a unique tag category tailored for this project, perform the following steps.
      1. In , click .
      2. Select one of the twelve highlight colors.
      3. In , enter a new category name.
      4. In the box under the name, type a set of terms for this highlight category, separated by commas.
    5. To remove an existing category, to the right of the category, click .
    6. Click .
  6. To set the redaction labels, select Redaction Labels.

    • When you create a project, the following labels are available by default:

      • Attorney Client Privilege

      • Privacy Information

      • Redacted. You cannot delete this label.

    • To create a label, add a label in the text box, and then click Add.

    • To delete a label, perform the following steps.

      1. Click for a label.

      2. Click Save.