First, to create and manage tags, go to the top menu Manage > Tags. Here, users can create new tags by clicking in the tag field, typing the new tag, and hitting enter. Add new users to your matter by going to the menu Manage > Users > Create New.
DISCO leverages lawyers’ existing knowledge of Westlaw- and Lexis-style search syntax. So in a similar way that users search for case law on those tools is how a user will search for evidence in DISCO. Searching can be done with terms & connectors, fields, proximity, truncation, or fuzzy searching. DISCO’s search builder will insert proper syntax based on your selections.
Printable version of DISCO's Search Quick Reference Guide found here!
Tag multiple documents at once by using the mass tag feature. Tags can only be applied en masse when a user runs a search or makes individual results selections by checking a box for each document that you wish to tag. Once the appropriate documents are selected, click on the “Tag” button just below the search bar. Choose which tags you'd like to add to (or remove from) the documents in the search results set, as well as whether you'd like the tag change(s) to propagate down to attachments, up to parents, or to all conversations in an email's thread.
To apply tags to individual documents in the document viewer, click on the dark box at the top left corner that says “Click or type to add a tag”. Clicking here will expand a drop-down menu of all available tags from which to choose. Notice, that each tag has a unique alphanumeric shortcut key, which is “shift” plus a letter or number (usually the first letter of the tag name--though users can change them in the Tag Management section). For example, Shift+R might apply a “Responsive” tag. Note that tagging parent documents will cause the tag change to propagate down to any child documents. The inverse of this is not true -- if you tag a child attachment that tag change will not propagate up to the parent email.
In the document viewer you can see the total number of conversations connected to the document (in the example above, there are 13 emails in the conversation, and the email being viewed is the 7th email chronologically). You can click the conversation button to view the list of emails in the conversation. The keyboard shortcuts Shift+Up or Shift+Down allow you to navigate the conversation with your keyboard.
Redactions are added on the document by opening the left sidebar action either as Add Redactions or Edit Redactions (depending on whether the document has been previously redacted). Once open, you may click and drag on any page to create or modify a redaction (in black or white). Reviewers can also add “reasons” for redactions, that will appear over the redaction. Upon production, the redacted area will be completely blacked/whited out and the text underneath the redacted area will be re-OCRed and unsearchable. To remove a redaction, click on the “x” in the upper right-hand corner of a redaction.
To export a batch of documents as PDFs (for printing, creating binders, reviewing on your computer, etc.), you must first either run a search or select individual documents by checking the boxes on the far left column of the search results. Doing either will cause the batch print option to become available (it will otherwise be grayed out and un-clickable). Note that up to 1000 documents may be batch printed at a time.
Next, select whether to print all documents together or separately. If the objective is to print the documents, we recommend you choose “all documents together” for the output. This way you only need to download one file, open one file, and print the file one time. Version to use depends on whether you need a clean, non-Bates-stamped version, or if you want to pull the image from a production you've already made (select the Bates prefix of the desired production). DISCO redactions allows you to print a redacted version of the document, omit the redaction altogether, or print a version with the redacted area highlighted (with the content below the redaction viewable).
To create a new production/ export documents from DISCO, navigate to the menu Create > Productions > Create New.
A typical production will be based on the tag decisions made during the review phase. Choose which tags to include in the production as well as those tags which need to be withheld (e.g., privileged documents). Next, choose your Bates prefix and starting number (the default will be wherever you left off with your last production). Confidentiality (or other) stamps can be applied to produced documents based on tags. Next, choose the file format you wish to produce (i.e., PDF, TIFF, JPG, or natives).
While many productions are sufficient at this point, you may want to look through DISCO’s advanced production options. Otherwise, click Create and your production will be queued at the top of the list where you can track the status of the production. Once complete, you will be notified by email (as well as through notifications icon at the top), and you will be able to download your production.