Document Viewer

Tip

This article presents some of the advanced Document Viewer features. For an overview of the basic functionality, study the corresponding section in User Interface Overview.

Info Panel

Persistent Highlights

Once a Search Term Report with the option “Enable Highlighting” is executed, the corresponding results will be automatically highlighted in the Document Viewer. Granular access and display control of the results is managed via the Info-Panel. Click the pen icon to access the corresponding section:

This will present all findings for any Search Term Report with highlights enabled*.* Here is an example screenshot of the panel:

• Custom Highlights: May present any ad-hoc terms applied to the underlying search. In this example the term “company” was entered via Index Search box at the top of the Saved Search result list. Another option for adding custom highlights is to press the plus symbol and enter the term.
• “Small Report” / “Priv Terms” are Search Terms Reports and both of them show a few results including the number of occurrence. By default the list is limited to terms with actual hits.

Description of the available functions:

	Jump to the previous highlight.
	Jump to the next highlight.
	Disable highlights for the Search Term Report or for the individual term.
	Toggle the symbol to see all terms of the Search Term Report regardless of findings.
	The highlighting color configured for the Search Term Report.
	Collapse the list of terms.
	Number of highlights for the term.
	Remove the term (for custom highlights only).
	Add term (for custom highlights only).

Markup List

To see a list of applied markups click the balloon icon:

Here is an example screenshot for a Document with 6 markups applied on page 1:

Comment	A balloon icon indicates that the markup was commented. Click on the icon to see the comment.
Type	Redactions: Black, Gray, White, Cross, Text Highlights: Red, Orange, Green, Purple, Blue
Page	Page number of the markup.

Audit Log

To see the audit log click the shield icon:

Recorded events are presented from newest to oldest. The drop-down menus allow to filter for specific event types or users.

Chat Panel

Chats display the following panel options:

Search

Search is active by default and allows filtering for responsive messages.

Enter a term or phrase into the search box and findings are displayed. Clicking a message will jump to and briefly highlight the corresponding message.

Segments

Segments are manually created sections used for redaction, editing and commenting.

Note

When producing chats, only messages being part of segments are considered for disclosure.

Create Segment

1. Click the first message as a start point of the segment.

2. Click the last message to be included which will now indicate the segment boundaries.

   

3. Click the button CREATE SEGMENTS to finalize.

4. The segment is now appearing in the panel and can optionally be commented.

Media Panel

The Media Panel becomes visible when handling audio/video files:

• Transcripts consist of time-coded snippets that are displayed in sync with playback. New transcripts can be obtained by running a Text Recognition Job. Existing Transcripts can be made available via overlay in the eDiscovery Bridge.
• Media Segments are manually created sections used for redaction, editing and commenting.

Transcript

Click the icon to see available transcripts for audio or video content:

The available snippets can be searched and filtered:

Media Segments

Switch to the segments view:

Create Segment

1. Click and drag on the waveform to create a segment.
2. This will create a corresponding record in the segments view:
3. Apply Actions and/or comments as needed. Currently available Actions are as follows:

Action	Description
Beep	Replace the audio for the section with a beep.
Black	Replace the video for the segment with a black screen.
Cut	Remove the the segment entirely.
Mute	Remove the audio for the section.

Translate

The translation function can be applied at the Document level or to selected text. The following language pairs are supported:

Source language	Target language
English	French, German
Chinese	English
Dutch	English
French	English
German	English
Italian	English
Polish	English
Portuguese	English
Russian	English
Spanish	English

Document

1. Click the Translate button in the Navigation bar.

   

2. The Translate dialog will open:

3. The system will try to determine the source language of the text per paragraph.

   • If a supported non-English language is detected, the dialog will automatically present the English translation.
   • If needed, perform manual adjustments to the Source language and Target language then press the TRANSLATE button to start the process.
   • Optionally: you can customise the source text by pressing the EDIT button. This can be useful if the source text is unclean or contains unusual characters. Any modifications in this dialog will not alter the content of the source Field.

Text selection

1. Press and hold the left mouse button to highlight the designated text section in the Document Viewer.
2. Right-click the highlighted text to open the context menu and select Translate.
3. This will start translating the selected text in the background, opening the translation window upon completion.

Apply Redactions

There are three methods to apply Redactions:

Draw box

1. Make sure one of the Redaction tools have been selected. In the sample below the red border indicates that text Redactions are active.
2. Draw Redaction boxes by holding the left mouse button.

Text selection

Use this method to redact specific words or phrases. You can also choose to redact all occurrences at once.

1. Make sure that both selection and redaction tools are inactive.
2. Select a word or phrase in the Document using left mouse button.
3. Right-click on the selection to open the context menu and navigate to e.g. Redact > Black
   • Select Redact All in the context menu to mass redact all occurrences.
   • When selecting type Text, an additional dialog is shown to enter the text for the Redaction.

Double-click

Note

By default the propagation mode is enabled and double-click Redactions are applied to every occurrence within the Document. Enter the Redactions settings dialog to change this behavior if needed.

1. Make sure one of the Redaction tools have been selected. The red border indicates that Text Redactions are active.

2. Double-click a word and the Redaction is applied to every occurrence within the Document in case propagation is enabled. With propagation disabled the single instance of the word is being redacted.

Change Redactions

1. Right-click a Redaction to open the context menu.
   • Set Text displays a selection of the default texts stored within the Markups Set.
   • Edit Text allows any text to be entered manually.
   • Comment displays an input box on the right side to store comments for this Redaction.
   • Convert allows to transition the type to any other Redaction or Highlight.
   • Propagate across pages does create Redactions with the exact same properties on all other pages of the Document. This can be helpful to cover repeating areas such as header or footer sections.