eDiscovery Reviewer - Reviewing Messages

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This guide 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 it's status. This applies to Discovery Officers and users who have been designated as reviewers to specific review streams.

Walkthrough

You can change the status of a message one at a time, or in bulk. When a message's status is changed, it is moved to the appropriate hierarchy's Message Review folder. You can also add a comment to a message, while also setting its status.

Changing a Message's Status

To change a message's status:

1. Expand the Case in the hierarchy.
2. Expand the Message Review level in the hierarchy.
3. Click on one of the Statuses. The messages are displayed.
4. Click on one of the status toolbar buttons.

The buttons displayed are determined by the message's current status. In the following example, the message's status is pending, so the "Pending" button is not displayed.

Changing a Message's Status and Adding a Comment

To change a message's status and add a comment:

1. Expand the Case in the hierarchy.
2. Expand the Message Review level in the hierarchy.
3. Click on one of the Statuses. The messages are displayed.
4. Click on one icon to the right of one of the relevant status toolbar button.
5. Click on the Mark as XXXXXX and Comment menu item (where "XXXXXX" in the required status).
6. Enter your Comment in the box provided.

Up to 200 characters are allowed. An indicator displays both the current total, and the number remaining.

7. Click on the Post and Mark button.

Changing Multiple Messages' Status

To change multiple messages' status:

1. Expand the Case in the hierarchy.
2. Expand the Message Review level in the hierarchy.
3. Click on one of the Statuses. The messages are displayed.
4. Click the Tick Boxes to the left of the messages whose status you want to change.

5. Click on one of the status toolbar buttons.

The buttons displayed are determined by the message's current status. In the following example, the message's status is pending, so the "pending" button is not displayed. The toolbar is different from when changing the status of a single message, because commenting is not allowed on multiple messages.

See Also...

• Case Review - Adding Comments
• Supervision Application - Forwarding / Printing Messages