This guide describes how users can access the messages captured by a discovery case. It also explains how to understand the information in the application's hierarchy.
- Users assigned as reviewers to review the messages captured as part of a discovery case.
Once you've logged in to the reviewer application, you can start to review a case's messages. These are displayed in a collapsible / expandable hierarchy on the left hand side of the application. This is split into the following levels:
- Discovery cases
- Messages by status
Expanding / Collapsing the Hierarchy
To expand a level in the hierarchy:
To collapse a level in the hierarchy:
Accessing a Case Review's Messages
To access a case review's messages:
- Expand the Case Review in the hierarchy.
- Expand the Message Review level in the hierarchy. The messages are categorized by their status. See the Case Review App: Reviewing Messages
Status Description Pending Lists all messages that have yet to be reviewed. Relevant Lists all messages that have been reviewed, and marked as relevant to the case review. Not Relevant Lists all messages that have been reviewed, and marked as not relevant to the case review. Privileged Lists all messages that have been reviewed, and marked as potentially privileged communication. They must be held separately to be reviewed by another reviewer or outside counsel.
- Click on one of the Statuses. The messages are displayed.
Hiding / Displaying the Hierarchy
To hide the hierarchy:
To display the hierarchy: