Manage Settings for a Processing Case

You can customize an array of settings for your Processing cases within the Case Management module of OPEN DISCOVERY. By navigating to the Case Settings work area, you can view and modify case details, as well as configure settings related to document ingestion, filtering, and imaging. Many of the most common processing settings can be found in OPEN DISCOVERY, with additional settings available in eCapture. When you modify settings in OPEN DISCOVERY, they are simultaneously updated in eCapture Streaming Discovery options, and vice-versa.

Note: These processing case settings apply to Streaming Discovery options only. Standard Discovery options must be configured within the eCapture Controller.

 

View the topics below to learn more about how to configure processing settings in OPEN DISCOVERY.

Manage Case Detail Settings

Manage Password Handling Settings

Manage Ingestion Settings

Manage Filtering Settings

Manage General Imaging Settings

Manage Word Imaging Settings

Manage PowerPoint Imaging Settings

Manage Excel Imaging Settings

Manage Placeholder Settings