Recent decisions
The Recent Decisions section in the Workflow document viewer displays tags and notes from your previous coding decisions. To use it, review and code at least one document, then navigate to the next.
Click any tag or note in Recent Decisions to apply it to the current document. You can also copy user-defined fields, notes, and privilege notes.
Use the Apply changes to dropdown to apply decisions to the current document only, the document and its attachments, or the entire family.
Family navigation
Family relationships in the document viewer use the same interface as conversation browsing. Hover over a parent or child document in the sidebar to see expanded details. Click to navigate to that document.