Quick Review is a tool to review documents within the context of the results table. There are limited review tools available in Quick Review; the experience is optimized for high-speed and high-volume evaluation of documents. Using Quick Review, you can quickly view document’s contents and make coding decisions without losing the context offered by the results table.
Requirements
There are no restrictions for using Quick Review; all users can access it from any results table.
Open documents in Quick Review
To toggle on Quick Review, access any results table and and then select the Quick Review button or press "q" on your keyboard. This opens the document from your highlighted row in a resizable review panel within the results table.
Once Quick Review is toggled on, you can select any row in the results table to open that document in the Quick Review window. Use the Previous document and Next document
buttons to navigate from document to document through the rows.
To open the document in the full review window, select Open for full review in the bottom of the Quick Review window. If the review window is open at the same time as quick review, the review window will update to reflect what is being viewed on Quick Review.
You can also resize the Quick Review window by either resizing your browser, or dragging the left-most border of the Quick Review panel.
View documents and work product
Quick Review displays the PDF view of most documents. When there is no PDF available, it displays the text view. As with the full review window, spreadsheet, audio, and video files default to displaying their native formats.
Adjust the view of your document with the Zoom in and Zoom out
buttons. If your document is zoomed in, move within it using the arrow buttons on your keyboard.
In addition to the document itself, the Quick Review window can display:
- The applied codes/ratings
- Document metadata
- The transcript (for media files)
- Notes
- Redactions
- Highlights
Notes highlights, and redactions are view-only. To create or edit any existing notes, redactions or highlights, you must do so in the review window.
Use the Display Settings button to display or hide tools to understand and review your document. To adjust the settings, select the button, then choose which tools you want to see in Quick Review.
The Display Settings button controls display of the following:
- Ratings/codes
- Metadata information
- [Media files only] Transcript (if present)
Code Documents
The coding bar at the top of the quick review panel displays all applied codes, ratings, binders, and freeform codes, as well as any code categories that you pinned in the classic mode of the review window. Space permitting, Everlaw also populates this bar with suggested code categories based on your most recently applied codes.
Select any of the visible labels to view underlying codes and/or apply or remove codes and ratings.
Depending on your permissions, you may also see additional options to:
- Apply and edit coding presets or code as previous. These options will appear in the bottom panel of the viewer For more information about presets and code as previous, please see How to Code a Document in the Review Window and Use Coding Presets.
- Create new codes (for Project Admins or those with Code Admin permission): From the Pined codes dropdown, select + New code. Then, choose the category, type in the code, and select Create. If you select the category directly, you are only prompted to type the code before selecting Create.
View and edit metadata
When metadata is displayed, you can change the panel display in the following ways:
-
Expand the metadata panel by selecting the caret
button on the left side of the Quick Review window
-
Choose the Metadata type to display: Everlaw, Source, or Both. Learn more about the metadata types in our Metadata Tab of the Document Review Window article.
-
Pop out the metadata display into its own window by selecting the Toggle between docked/floating mode
button
When the metadata is expanded or in floating mode, you can take action on it.
You can do the following:
-
Select the Pin
button to pin fields
- Reorder fields by dragging them
-
To edit any editable metadata, select the Edit
button. See our article on Metadata Tab of the Document Review Window to learn more about editing metadata.
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To see the existing redactions stamps, add more, or remove them, select any redacted field (with a gray bar over it). See our article on redactions to learn more.
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[In floating mode] Select and hold the bottom right corner to resize it
Hit Highlights
You can use hit highlights in quick review to quickly locate important words or phrases in the document you are currently viewing. The hit highlighting panel displays the following three categories of hit highlights:
- Search Hits are terms or phrases, if any, from the content search(es) used to retrieve the document.
- Custom Hits are highlights you can add in the review window as you review documents. You must first pin the custom hit in the full review window for it to be retained as a custom hit in quick review.
- Persistent Hits are highlights set up by project admins that will appear for all users in the project. Please note that for quick review, we display the total hits per category, instead of the counts of each individual component hit like in the review window.
To navigate from hit to hit within the document, use the arrow buttons.
To see a list of hits in your document, select the caret in the top bar that displays # of #.
Use the checkboxes to decide which hits to include in your Quick Review view. When you deselect a hit, it is not included in the hits that you navigate through. In the image below "Mine" and "untitled" were both deselected on the right side. Instead of 25 hits to navigate through, there are only 22.
Keyboard shortcuts
Quick Review has a suite of helpful keyboard shortcuts that can also speed up your review. To access the full list, open quick review in the results table and press the "?" (shift + /) key.
To learn more about all the keyboard shortcuts we offer across the platform, you can read our Keyboard Shortcuts article.