Batching Templates

Batching templates dictate how document sets are batched for review, for example, how many documents each batch will contain, the order of the documents in the batches, whether any associated documents will be pulled into the batches, whether any documents in the set should be excluded from batching based on their review state, etc.

With the exception of ad hoc and manual batching, where settings can be configured on the fly, other batching methods require batching templates.

This chapter discusses the following:

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