Review Page vs. Review in Context
Differences between working on the Review page or in Review in Context are outlined below, to help you decide which type of review will best meet your needs.
Feature | Review in Context | Review page |
---|---|---|
Two-screen mode |
Review in Context automatically opens in a new browser window. |
When you activate two-screen mode, the full Results list, the Search and Visualization panels open together in a new browser window. The original window displays the Associated Results list for the current document, an expanded Viewer panel and the Tagging panel. |
Related documents grouped together |
Yes, when the related documents are in the document set being viewed. Parent documents are followed by their attachments. End of branch emails are followed by their attachments and then by emails that are part of the same email thread. A thread may have more than one end of branch email if the thread diverted at some point; these emails are also grouped with their related thread members. |
Not available. If you are in a review batch, documents may be grouped per the batching template settings, that is, by Custodian, Data Source Name or Document Date. |
Bulk tagging |
When you have viewed all members of a review group, an option in the Tagging panel allows you to apply the same tags to all documents in the group. Similarly, when duplicates exist in the same document set, an option in the Tagging panel allows you to apply the same tags to those duplicates. |
Yes, when you click the icon for an associated document set, you can then select multiple documents within that set which activates the Bulk Tagging panel. |
Results list page navigation | The Results list is not divided into pages. You use a scroll bar to move up or down in the list. |
The Results list is divided into pages based on your user preferences. |
Metadata in card view |
Fields that display are based on each document's MIME type. Metadata displays for the current review group only. Fields can be highlighted in red font to call attention to key items, such as Office Flags. |
Same fields display for all documents, all the time. Highlighting not available unless you run a search. |
Viewed document indicator |
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Not available. |
Indicators that a document has been tagged |
A check mark in card view indicates the review state field has been tagged. Card color indicates when a document is:
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Access to family members that exist outside of the current document set being viewed |
No access; however, a Show additional family members outside the selection Note: Not available for users with a Reviewer user role. |
Yes, if you are working in a review batch. Use the select the Show Associated Results outside of batch setting. Note: Not available for users with a Reviewer user role. |
Access to duplicates and near duplicates that exist outside of the current document set being viewed |
Yes, if they have been tagged with a review state value for any level of review. The Show reviewed duplicates / near duplicates Note: Not available for users with a Reviewer user role. |
Yes, if you are working in a review batch. Use the Show Associated Results outside of batch setting. Note: Not available for users with a Reviewer user role. |
Access to email threads that exist outside of the current document set being viewed | No access. |
Yes, if you are working in a review batch. Use the Show Associated Results outside of batch setting. Note: Not available for users with a Reviewer user role. |
Document set size | 1,500 documents or less. | Can be used for any size document set. |
Information on a document's reviewed state | Yes, displayed in the Tagging panel after a document has been tagged with a Review State value. | Only available if the Review State field is added to the Tagging panel. |
Alert if associated documents that are contained in the same document set have not been viewed | Yes, in the Tagging panel. | Not available. |
Hide reviewed documents | Not available. | Yes, when working in a review batch. Use the Hide reviewed documents when opening batch setting. |
Run search queries while working in a review batch |
Not available. |
Yes, you can switch the Results list to the Search panel or open two-screen mode to access the Search panel. |
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You can return to the Analysis page at any time without losing your place in the current review set. This allows you to have multiple data sets open in separate windows. For example, you might run a key word search and begin review of the results using Review in Context. If you then identify another term of interest, you can return to the Analysis page and run a search for the new term without closing the current review window.