Release for March 14, 2016: Tag and reporting enhancements

Tagging enhancements

Create tags on the fly

To make your review easier, you may now create tags directly from the document review screen. This feature will allow you to quickly create new tags as you view documents without needing to leave the document viewer. Click in the tagging pane and begin typing the name of a tag to locate an existing tag. If the tag does not already exist, DISCO Review will give you the option to create a new tag and assign it to a tag group. This capability is available for users with the role(s) of administrator or reviewer. Restricted reviewers may not add new tags on the fly.

removedTag( ) search syntax

You now have the ability to search who removed tags, and what tags they removed. Similar to the tag( ) syntax, you may use the following search syntax:

This feature is available in databases created on or after February 16, 2016.

Report enhancements

Expanded search index columns

DISCO Review has added several new columns of metadata to the search index.

To run a search index:

1. Run a search in your database.
2. On the results screen, click Download Results Index.
3. The system will create and download an Excel file of your search results index. You can also download this file later from the Reports page. The search index columns include:
   

   id	Reference ID	Doc Type	Custodian	Family Date
   Create Date	Last Modified	Send Date	Path	FileName
   Author	Page Count	File Length	Doc. Extension	Dedupe Hash
   to	from	cc	bcc	Recipients
   Subject	BatesNumbers	Tags	Folders	Doc. Notes
   Privilege Notes	Parent Count	Child Count	Total Copies	Has Redactions
   Redaction Reasons

Bates Number column in the privilege log

When you create and download a privilege log in DISCO Review, you will now see an additional column, Bates Number, in the log. This column will provide any Bates numbers that have been appended to privileged documents.

To create a new privilege log:

1. Complete a review of your database documents. Any document that is tagged with a privilege tag or has a redaction added to the document will automatically be added to the privilege log.
2. In the main menu, click Privilege Log.
3. On the Privilege Log page, click Download Privilege Log.

To re-run a privilege log, in the main menu, click Privilege Log and then click Download.

* = databases on V1 of DISCO Review, launched before 2015, will not be receiving these updates.