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Document Review Workspace
Use the Document review workspace to conduct a document review.
Document Review - The basics
Document Review - The basics Use the Document review workspace to conduct a document review. Upload files, remove exact duplicates, search for relevant documents, review, tag and when you're finished, export a concordance report Upload To begin, upload some files. You can upload and unpack large data sets such as .PST, MSG, EML or ZIP files. Click 'Add Files' to add individual files or click 'Add Folders' to add entire folders into your workspace. Safelink supports all file types.
Upload files into your Document review workspace
Upload files into your Document review workspace Upload files into your Document review workspace for review. To begin, upload a .PST or ZIP file. Click 'Add Files' to add individual files or click 'Add Folders' to add entire folders into your workspace. Select the file(s) or folder(s) you would like to upload and click 'Open'. !(https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd00
Search and tag documents for review
Search and tag documents for review You can use the Search Wizard to search for documents by keywords in your workspace. You can build a search string and add more search conditions depending on how specific you would like your results to be. To begin, click 'Search'. Enter your query into the text field below. Add additional search conditions by clicking 'Add another condition'. !(https://stora
Setup coding fields
Setup coding fields Create a customised set of fields to tag and add metadata to documents when classifying. The document coding app must be enabled in order for this to work. To turn on the document coding app, click 'Manage Workspace' to view your workspace settings. Scroll down and tick the box next to 'Document Coding'. !(https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/imag
Review and classify documents
Review and Classify Documents Review and classify a set of tagged documents. After setting up your coding fields, click 'Documents' to return to the Documents area. Click a tagged folder to review. Click on the first document to start the classification process. !
Export a production
Export a production When you've finished tagging and classifying your documents, you can send a particular selection of documents and metadata to "the other side". Create and download a concordance-compatible production. To begin, right-click on a tag folder in the folder tree. Select 'Export' and then 'Concordance Report'. Next, set up labels and field names to appear on your report. !(https:/