We're back! This release provides a host of usability improvements, as well as bugfixes and backend changes that set the stage for new features throughout 2013.
1. Faster Document Switching
Switching between adjacent documents in a review—via the Previous/Next Document buttons, or via the up- and down-arrow keyboard shortcuts—is now much, much faster than before.
2. Multiple Highlight Colors
You can now add sticky notes in a variety of colors, to denote different meanings or different users. A black color is provided to indicate redactions during privilege review.
3. Multiple Batch Actions
You can now perform multiple batch actions on a set of documents at the same time. In the past, you could only perform one action (rate, code, tag, etc.) at a time. Now, you can build up multiple batch actions and run them all at once.
You can also now batch-edit user metadata fields.
4. Smarter Tag Tables
Large cases could accumulate many, many tags, making your tags table unwieldy. Now only your ten most recent tags are shown. Additionally, any new tags that are shared with you are displayed. Thus, you can focus on the tags that matter most to you. To view all the tags, simply click on the "All Tags" button in the top right of the table.
5. Easier Notes Formatting
It is now much easier to write attorney notes with rich text formatting: we've added a helpful formatting toolbar that's visible when you write a note. It also includes a "Remove Formatting" button for when you're pasting in notes from other sources (e.g. Word) and would like to remove any existing formatting.
6. Exporting Improvements
We've improved the exporting interface. First, there is a new "Export" button alongside the existing "Batch" button in the results table toolbar. Second, Export to CSV now allows you to either (a) keep alias fields as one column, containing the first non-empty field from the fields they alias, or (b) expand aliases fields into each of their constituent columns. Third, Export to PDF now does a much nicer job of exporting notes and highlights along with your document.
7. Admin Features
We've added two new features for administrators. First, you can now run batch contents searches. Create a text file with one search per line and upload it using the tool. The result of the task is a file that indicates how many documents matched each search.
Second, you now have finer-grainer control over exactly how deduplication is computed, via the "Exact Duplicate Matching" case setting. Until now, deduplication was performed by comparing the extracted or OCR text of a document. (Not all documents are accompanied by natives or even hash values; the common denominator is OCR text.) While this technique is very powerful and general, it can sometimes yield false matches, for instance if the text of two documents is identical but the metadata differs in important ways. We now let you add additional metadata fields that must also match for documents to be considered duplicates.
For example, to only identify documents as duplicates if their natives match exactly (rather than just the text of the natives), you can add a hash metadata field to the Exact Duplicate Matching setting. Alternatively, if you want emails to match only if the To and From fields match (as well as the body text), you can add them as well. We are always happy to advise on a case-by-case basis how best to use this new feature.