Navigating a review database
To navigate to a review database, on the Matters page, expand the matter card by clicking Show details. You'll see how many review databases there are, the ID number, the button to click to review the database, and the button that will open all other options.
If you have permission to view the search page, you will be navigated to that page by default. From there, you can:
You can navigate to other pages in the review database by selecting an option in the main menu.
- Review Team – Add and remove users and update permissions at the database level
- Statistics – See the number of documents, pages, tags, users, document types, and custodians in the database.
- Reports – View and download reports on batch print jobs, document list exports, and ingests.
- Ingest – Ingest documents into the database.
- Folders, Tags, Fields, and Redaction Reasons – Add, edit, and delete folders, tags, fields, or redaction reasons.
- Term Highlights – Edit what terms are highlighted and highlight colors.
- Search & Review – Navigate to the default search page.
- Search Visualization – See a visual representation of the database’s documents.
- Search Term Reports – View, edit, and download search term reports.
- Manage Review Stages – View, set up, and edit review stages that will be completed by the reviewers.
- Check Out Batches – Check out a batch of documents for review.
- Quality Control – Create, view, and review QC samples.
- Productions – Produce documents.
- Exhibit Sets – Create, edit, and download exhibit sets.