How to access the review window
The review window can be accessed either through selecting a document from within a results table, or by clicking on an attached document in the message center.
- Opening from the results table: To open the review window from a results table, simply click on the appropriate row. The review window will open in a separate browser window from the results table, allowing you to keep both views side-by-side, if desired.
- Opening from message center: When you click on an attached document in the message center, the document preview will appear. The preview allows you to see the document’s contents, metadata, notes, and highlights. You can also apply document-wide notes from the preview. To open the document in the full review window, click the “Open for Review” button.
Navigating the review window
There are two ways to view documents: in standard mode, or full screen mode.
To learn more about navigating the full screen review window, see this article. Both standard and full screen include the below functionality. However, the below location descriptions apply to standard mode.
- The toolbar: The toolbar provides a variety of tools that you can use to resize, reorient, highlight, redact, and/or apply notes to the document. The far right of the toolbar provides options for displaying the image, text, or native of the document you are currently viewing. To learn more about the toolbar, click here.
- The metadata panel: The metadata panel sits right below the toolbar and displays all the metadata associated with the document. The panel exists in two states: collapsed and expanded. While collapsed, the panel only displays a subset of the metadata available. When expanded, all the metadata is displayed. To learn more about the metadata panel, click here.
- The navigation paddles: There are two types of navigation paddles: one that allows you to navigate between pages of the same document, and another that allows you to navigate to the next document in the list. The large blue paddles are for page-to-page navigation while the smaller orange paddles are for document-to-document navigation. The paddles on the left allow you to go back (a page or document); the paddles on the right allow you to advance (a page or document). To learn more about navigation, click here.
- The coding panel: The coding panel exists in two states: collapsed and expanded. To expand the coding panel, click the spacebar on your keyboard, or click the caret icon on the panel itself. To learn more about the coding panel, click here.
- The coding filter: The coding filter provides an alternative mechanism for applying codes, notes, and binders to documents. Instead of using the coding panel, you can use the filter to search for and apply codes, binders, and notes. To learn more about the coding filter, click here.
- The context panel: The context panel allows you to see documents related to the one you are currently looking at. Available document relationships include duplicates, email threads, attachment families, file structures, and versions. To learn more about the context panel, click here.
- The hit highlighting panel: The hit highlighting panel shows word or phrase content hits in the document you are currently viewing. To learn more about the hit-highlighting panel, click here.
You can additionally use keyboard shortcuts to navigate the review window. For a full list of shortcuts, press the "?" (shift + /) key.