User Essentials

Tip

Looking for a high level introduction to handle Batches and Documents during a review? Take a look at the User Tutorial to get a first impression.

Search the Document Population

Farsight offers two methods to search or filter Documents:

• Conditional Searches focus on Document attributes like metadata or applied coding. Create a View or a Saved Query to narrow down your Document population based on Field values.
• Index Searches typically focus on Document content like extracted text. Ultimately the searchable content will depend on the Fields configured during Search Index creation. The section Index Search Overview offers an overview to available operators and illustrates their application by insightful examples.

Note

There is a conditional element for Index Searches which allows to combine the two searching methods in Views or Saved Queries.

Tip

Mass searching the Document population with Index Search can be simplified using Search Term Reports.

Document Review and Coding

For hands-on Document review check out the basics in User Interface Overview and the advanced features of Document Viewer.

Rating your Documents and preserving these decisions requires a Layout.

Layouts may require Fields of different Field Types. The most significant types for review purposes are:

• Choice for distinct decisions e.g. the relevancy set to “Relevant” or “Not Relevant”.
• Multi-choice for an array of arguments e.g. the reason for redaction with options “PII”, “Business Secrets”, “Privileged”.
• Text for explanatory notes e.g. a comment box to capture the chain of reasoning.