You can update or modify your review using the review table toolbar.
Grouping provides a way to rearrange the results table. It also allows you to pull in other contextually relevant documents not captured by your actual search.You are able to group by attachments, email threads, exact duplicates, or versions.
To group the table, select your desired grouping type, and allow the table to re-populate. Documents that form part of a grouping are indicated with the caret icon.
The results table only shows the parent document for any grouping family. You can expand a grouping to see all children documents by clicking the caret icon. The icon will expand and change orientation to indicate an expanded grouping.
Documents on the results table that were not a part of your original search results will appear in italicized font, allowing them to be easily distinguished.
While navigating the document set in the review window, clicking the “next” button will skip over italicized documents. To add grouped documents for review, click the “Flatten groups” icon. All grouped documents will now become standard search results. The documents will no longer be grouped, and no documents will be skipped during review. More information on grouping is available in this article.
You can rename your review to something more meaningful by clicking on the string of text by the star icon in the left corner, and typing in a new name. This new name will appear on the associated search card on the homepage.
Refreshing a review will update your current review with any changes you or other reviewers might have performed under your search parameters. Documents added to a binder, given a rating, or had a code changed by any user will be updated when the refresh icon is clicked. As a convenience to reviewers, the review table does not update without your permission; this prevents documents from being added or removed from a review without you knowing. A notification will appear under the "Refresh" icon to let you know when documents have been added or removed from your review (Figure 29).
If you want to make changes to your query, but do not want to start over from scratch, click the refine icon. This will bring you back to the search page with the query builder already populated with the correct search terms. From there, you can make any modifications you want.
You can update a batch of documents by clicking the batch icon. Batch actions include rate, code, add to binder, add user-metadata field, and add annotation (notes). Batch actions are explained in detail in the next section.
Exporting the results table to csv, and the documents to pdf or zip, is accessible from the export icon.
You can assign out the documents in the results table for review by clicking on this icon. More information about assignments is available here.
This icon allows you to produce documents out of the results table. Full instructions for how to produce documents are available here.
Select the user(s) with whom you want to share the current review table. You may add a message, and then click send. This will create a message in the user's message center, and they can directly access the results table from the attached search card.
You can save your review by clicking on the star icon. This saves the search to your home page in the favorites column.