Manage Review Case Settings

Administrators have the ability to view and modify settings for Review cases in OPEN DISCOVERY. These settings are available in the Review module and are configured on a case-by-case basis. When you enter a case, you can use the navigation pane on the left to access your general case settings. Here you have control over index management, relationships, redaction categories, tag palettes, persistent highlighting, pick lists, coding forms, and performance management.

Navigate to Case Settings

1. Open OPEN DISCOVERY Review and select a case card.

   

2. Click the Enter Case button.

   

3. The Visual Search dashboard appears. In the left navigation panel, click the Case Settings button.

   

4. The general case settings tabs appear.

   

 

See the following topics to learn how to configure specific case settings.

Manage a Search Index

Manage Relationships

Manage Redaction Categories

Manage Tag Palettes

Manage Persistent Highlighting

Manage Coding Forms

Manage Performance