The Reviewer - Getting Started

We are excited to introduce enhanced functionalities and streamlined eDiscovery workflows with Case Review, which offers unparalleled efficiency and effectiveness in managing your investigations. Explore Case Review now!

This guide outlines the process of setting up and using the Reviewer.

Applies To...

• Administrators tasked with gathering messages to review as part of an eDiscovery case.
• Users tasked with using the Reviewer to identify messages relevant to the case.

Walkthrough

Administrator Tasks

Messages are gathered by way of a review stream. The review stream forms part of an eDiscovery Case, and is managed by the following tasks:

• Configuring A Review Stream: Describes how to setup and configure a review stream as part of an existing eDiscovery case.
• Review Streams: Describes how to display a list of the review streams, and get supplementary information about what users can do with them.
• Accessing A Review Stream's Smart Tags: Describes how to access the smart tags created by the export of a review stream in a discovery case.
• Closing A Review Stream: Describes how to close a review stream once all messages have been reviewed. This permanently closes the stream, removing all data. As a result, you should only close a review stream when the data is no longer required.

Reviewer Tasks

The pages listed below cover all tasks and aspects of the Reviewer:

• Logging In: Describes the methods users can use to access the Reviewer, to review messages captured by a discovery case.
• User Interface: Provides an overview of the Reviewer user interface, it's functions, and how they can be used.
• The Reviewer - Using The Hierarchy: Describes how to use the application's hierarchy to navigate around the review streams and their messages.
• Searching & Filtering Messages: Describes how to search for messages by a time frame or attachments, or filter messages by their status or tags.
• Reviewing Messages: Describes how messages included in a discovery case can be reviewed, have their status changed, and have comments added to a message at the same time as changing its status.
• The Reviewer - Messages: Describes how to forward or print messages from the Reviewer. This requires the review stream to be configured by an administrator to allow this.
• The Reviewer - Message Tags: Describes how to add and remove tags to or from messages that form part of a review stream.
• The Reviewer - HTML View: Describes how a message containing HTML elements (e.g. forms, frames) can be viewed in plain text mode inside the Reviewer.
• The Reviewer - Audit History: Describes how to look at a message's audit trail inside the Reviewer, to identify the actions taken on it.