These instructions apply to databases that have the organization manager feature in crawl or walk.
The My Matters page
After you log in to DISCO, you will be directed to the My Matters page. This page shows all of the matters and review databases that you have been added to.
You can search for matters and databases using the search bar at the top.
If a matter or database is missing, it may not have been migrated to the new DISCO structure. Click Go to my legacy matters to see these matters and databases.
Each matter in the My Matters page has a card with the following information:
What’s the difference between a matter and a database?
Organizations, matters, review databases, and users exist in a hierarchical relationship in DISCO.
Navigating a review database
To navigate to a review database, go to your My Matters page by selecting the home icon, then expand the matter card by clicking Show details. Click the name of the review database.
If you have permission to view the search page, you will be navigated to that page by default. From there, you can:
- Change what information is displayed in the document list and sort it
- Click on a document to begin reviewing the document list in the document viewer
- Narrow the document list using search filters
- Search for documents
- Navigate to search visualization
- Navigate folders
If you do not have access to the search page, navigating to the review database will direct you to a list of review stages and/or other locations you have permission to view.
You can navigate to other pages in the review database by selecting an option in the main menu.
Entering the review workflow
To start a review stage, you’ll need to check out a batch. If you see a list of review stages when you navigate to the database, click a stage to check out a batch. If you see the search page when you navigate to the database, expand Check Out Batches in the main menu and click the appropriate stage.
Once you’re on the review stage page, you can check out a batch, review documents in a checked-out batch, or check in a batch.
If you aren’t sure what stage you are in, ask your review manager.
Navigating back to the My Matters page
Do you want to go back to a different matter or review database? You can return to the My Matters page at any time by selecting the home icon in the top left of the application.