Manage Persistent Highlighting

To assist users in finding key terms in a case, you can configure “persistent highlighting” to emphasize specific document content. This highlighting appears in the Web Viewer and Text tabs in OPEN DISCOVERY Review.

Plan Persistent Highlighting

As with all OPEN DISCOVERY related tasks, proper planning will help ensure that persistent highlighting is useful to your reviewers. Identify the key terms that should be highlighted, whether or not terms are related and should have a common color scheme, and pertinent names for the types of highlighting being defined.

ClosedDefine Persistent Highlighting

To define persistent highlighting:

  1. Review Manage Review Case Settings for instructions on opening the case settings options.

  2. Click the Persistent Highlighting tab.

  3. In the Persistent Highlighting panel on the left side panel, click .

  4. Enter a Name for the highlighting that will be meaningful to users.

  5. Colors: Select background and font colors. Evaluate the sample text for legibility.

  6. Terms: In the Terms field, enter all terms (one per line) that belong to this persistent highlighting group.

  7. Permissions: If the highlighting should be restricted to certain review groups:

    1. Click the hyperlink Add/Remove Groups to open the Group Security dialog.

    2. Select needed groups and click OK.

    Tip: To make a highlight available to all groups that are currently defined for the case, click Select All. The form will be unavailable for groups added after this selection (unless you add them).

  8. When finished, click .

  9. Repeat these steps to define additional highlighting.

  10. Explain highlighting to users and/or add applicable case instructions.

ClosedModify Persistent Highlighting

To revise or delete persistent highlighting:

  1. Review Manage Review Case Settings for instructions on opening the case settings options.

  2. Click the Persistent Highlighting tab.

  3. Select the pre-defined persistent highlighting from the left side panel.

    Note: If you wish to sort the persistent highlight list, click to display the sort menu and choose an option.

  4. To delete the selected persistent highlight, click , then click OK in response to the confirmation message.

  5. To revise the selected persistent highlight, click  and change the color scheme, add or remove terms that should be highlighted, and/or change security.

  6. When finished, click .

  7. Notify users of the changes that were made.

 

Related Topics

Manage Review Case Settings

Persistent Highlighting