You can learn about setting up persistent highlights in-platform by clicking "Walk Me Through" in the bottom right of your screen and choosing "Persistent Highlights" under Case Settings.
Table of Contents
- What are persistent highlights?
- How do I set up persistent highlights?
- What is the ‘unused’ category?
- Removing highlights and categories
What are persistent highlights?
Persistent highlights are content highlights that appear for all users in a project. They are used to draw attention to important words or phrases. Highlights appear both on the document and in the right-hand panel in the review window. Reviewers can also easily redact any persistent highlight that appears in the document.
How do I set up persistent highlights?
Highlights can be created on the Case Settings page, under the “General” header.
Persistent highlights can either be categorized or uncategorized. New categories can be added through the “Add New Category” button.
Terms in the same category will share the same color when rendered in the review window, and will be listed together in the hit highlighting panel. In general, conceptually-related highlights should be grouped together, as this will make it easier on your reviewers to navigate through, distinguish, and make sense of the different content hits that might appear in a document. For example, you can group all the relevant people in one category, entities in another, and privileged terms in a third.
Each “label” under a category represents a distinct content search, and follows the general rules of content searching and advanced content searches. The most important to keep in mind is that searches with unquoted terms default to an OR search. Take the following as an example:
This hit highlight will look for either “Andrew” or “Fastow” within a document. If you wanted to only highlight the exact phrase “Andrew Fastow”, put the name in quotes:
To add a new highlight, click on the green “+” icon in the category you wish to add the highlight to. You can also hit “enter” after completing a term to automatically create a new term within the same category.
If you want to change the color associated with a highlight, click on the appropriate color circle, and choose from the palette. The color for uncategorized highlights can be adjusted at an individual level; the color for categorized highlights can only be set at the category level.
Once created, hit highlights can be moved between categories through a simple drag-and-drop action.
You can also import a list of highlights by clicking the “Import List” button. In the dialogue that appears, select which category you want to add the highlights to (including the uncategorized group). Then, either paste in the desired searches (one per line) or select a file to import with one search per line (searches are subject to the general rules of of content searching and advanced content searches).
You can create content searches for categories of persistent highlights directly from the persistent highlights tab. At the bottom of the page, there is a search box titled “Create search from persistent highlights”. Upon clicking the box, a drop-down menu will appear listing all of the categories of persistent highlights that have been created for the project. You can select as many categories as you’d like to construct your search. Clicking the blue “Create Search” button will open the results of the search in a results table. The search will be saved to the homepage as a card and can be assigned, exported, shared, and shared like any other search.
What is the “unused” category?
Special content searches that use regular expression to find common patterns of personally identifying information (SSNs, phone numbers, email addresses, and credit card numbers) are grouped together in the “unused” category. You must drag them to another category (including the 'uncategorized' category) if you want them to appear as persistent highlights.
Removing highlights and categories
In order to remove individual highlights and entire categories, you must enter the “delete mode”. Once in delete mode, select the highlights and categories you wish to delete (they will be bordered in red). Select “yes” to confirm the deletions.