Reveal Help Center

Review Navigation

In Version 10, we have introduced a Flyout Menu to access the additional areas of the review space. This menu is where you will access the areas you have permission to access including Reports, Project Admin, Upload Data, Jobs, Team Documents, Company Admin, and Artificial Intelligence.

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This menu is accessible throughout the tool and is also used to return to the Review space. If you have accessed Reveal AI from within Review (under Artificial Intelligence), you can also use this menu to return to the Review space.

  • Review - The Document Review screens and tools are all located here.

  • Reports - Pre-packaged reports on review status and content such as Custodians and Entities.

  • Project Admin - Configuration of project elements such as Permissions, Tags, Fields, Redactions, Wordlists, Productions and Settings happens under this screen, accessible to Client Administrators and Administrators only.

  • Upload Data - This is where Client Administrators and Administrators can upload small batches of documents directly into Reveal.

  • Jobs - A place to view the status of 13 types of jobs that can be run in Reveal: AI Document Sync, Assignment, AV Transcription, Bulk Tag, Deletion, Export, Sample, Image Label, Index, OCR, Print, Translate and Upload.

  • Team Documents - A file location where pleadings, memoranda, requests for production, subpoenas and other case documents may be kept for reference during document review.

  • Company Admin - This is where Administrators manage Projects, Users, Companies and Clients.

  • Artificial Intelligence - Opens the link to Story Engine analytical tools.

SeeTouring the Review Space for an initial guide to the Review screens.

Project managers should reference Touring the Project Admin Screen for details on managing Reveal Review.

Reports

The Reports page of the Flyout Menu presents a variety of canned reports to assist Project Managers in tracking the progress of a project and a review.

  • Custodian Assignment Status - Illustrates review assignment progress by Custodian by Tag Profile and overall. Results may be exported using the control that appears under the pointer in the upper right corner of the screen.

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  • Custodian Report – Sets out a cross reference between Custodians and associated document counts by date in three exportable panels. The date value used in reporting is selected in the Date Field window in the upper left of the screen; the default is Last Modified Date.

    • Custodian -- The main panel is a bar graph of file counts by Custodian, initially displaying the total of all documents for each. There is an Export control in the upper right corner and a Multi-Select control, which when selected (displays as blue) allows multiple Custodian graph bars to be chosen for totaling in the Breakdown panel. When there is a current selection a Clear Master Filter control will also be displayed.

    • Breakdown -- A small exportable table of File Type totals for all or selected Custodians.

    • Date Range -- The bottom panel is an interactive date chart with an Export control and another to Select Date Time Period; if selected, the latter allows the time graph to be clicked and dragged in on both sides to set a more exact date range and updating the Custodian and Breakdown panels. When there is a current selection a Clear Master Filter control will also be displayed.

  • Entity Summary – Exportable tables report the number of total, reviewed and unreviewed documents by selected tag profile and Entity category.

  • File Type Report – Gives a breakdown of file types by Custodian as selected from a list of all Custodians in the project. Selecting specific custodians dynamically updates an interactive pie chart and tables to display the file types by the selected custodian.

    • File Type -- The main panel is a pie chart of file type percentages for all selected Custodians (the default is all Custodians). There is an Export control in the upper right corner and a Multi-Select control, which when selected (displays as blue) allows multiple File Type pie slices to be chosen for totalling in the Breakdown and Totals panels below. When there is a current selection a Clear Master Filter control will also be displayed.

    • Breakdown -- A small exportable table of File Extension totals for the selected Custodians.

    • Totals -- An exportable table of all selected Custodians with the count of each large file type for each Custodian and a total of each file type for the group.

  • Folder Assignment Status – Lists Assignment Folders with a breakdown of the number of documents reviewed by tag profile. The bottom Assignment Progress panel updates the breakdown table and report for each Tag Profile selected.

  • Load File Report – This report provides summary information for each document load: Number of documents, Date Loaded, Batch ID, Custodians, and the document ID Range and Index Status are displayed for each import job.

  • No Docs Report – A report by selectable Date Field and Year of whether documents are present for any Custodian; the default Date Field is Last Modified Date. An exportable Year Present table reports either the year selected or "x" for no documents, and the exportable Month - Documents Present table checks the months of the selected year from which documents are present for that custodian.

  • Tagging Breakdown – This report provides a selectable overview of all of tags by Tag Set and Reviewer.

    • The Tag Overview pie chart updates dynamically as Reviewers and Tag Sets are selected, along with the Tagged vs Total bar chart and Tag Breakdown panes to the right. The Tag Overview pie chart, which is exportable, has a Multi-Select control so that multiple tag slices can be selected to populate the Tagged vs Total and Tag Breakdown panels. When there is a current selection a Clear Master Filter control will also be displayed.

    • Tagged vs Total is an exportable bar chart showing the number of documents having the selected tag or tags compared with the total number of documents under the selected tag set(s).

    • Tag Breakdown is an exportable table with the selected Tag Names and Sets selected and the document Count for each.

  • Tagging Comparison – This bar chart provides a visual overview of the tags by Reviewer by Tag Set. Reviewers selections may be quickly compared using the color-keyed bar chart; gliding the pointer over a Reviewer's bar provides detail numbers for each tag.

  • Tagging Efficiency – This report provides a breakdown of the efficiency of the document reviewers.  It shows the total number of tags set by the Reviewer, then breaks this out against Active Minutes in Reveal to report Average Tags per Hour and Average Tags per Day.

  • Timeline Report – This report compiles a color-coded bar chart of Files Over Time, based on the selectable parameters of Date Field, File Types and Custodians; the Date Field is a single selection (the default is Last_Modified_Date), while the other two are multi-select.

    • A pointer over any color-coded bar in the Files Over Time panel displays counts for each selected document type within the timeline period.

    • The bottom panel is an interactive date chart with an Export control and another to Select Date Time Period; if selected, the latter allows the time graph to be clicked and dragged in on both sides to set a more exact date range and updating the Custodian and Breakdown panels. When there is a current selection a Clear Master Filter control will also be displayed.

Uploading Data from the Web

From almost any screen, permitted users can upload data by selecting the Upload Data link from the Flyout Menu to quickly load relatively small batches of documents without requiring a visit to the Reveal Review Manager. The user can choose between two distinct workflows, Review and ECA.

  • In the Review workflow, there are default settings for global deduplication, de-NISTing of data and the generation of OCR text.

  • For the ECA workflow, the data is uploaded to the processing tool and the data technician can select all of the project settings for the processing of data.

The data uploader can accept virtually any file type, including, but not limited to container files such a .zip, .pst files, and forensic images such as EnCase images.

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The first time an upload job is run the user will have to select a Time Zone with the data to be ingested. This will be the timezone associated with all future uploads.

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  1. Give the Job a Name (required).

  2. Enter a Custodian Name (optional).

  3. Enter a Source/Description (optional).

  4. Select the desired Workflow (Review / ECA).

  5. Check whether Duplicate Documents will be loaded.

  6. Click the +Add button to navigate to the data on disk or drag and drop the files into the window.

  7. When all of the files have been added, select the Add button in the bottom right of the popup window.

  8. If the Review workflow is selected, the data will be ingested, processed, and automatically indexed while being pushed into Review.

  9. Click Upload to start process. A warning will pop up if an attempt is made to close the Upload Add Data window before the process complete.

  10. To check the status of an upload job open Jobs in the Flyout Menu and select Upload.

  11. All Upload jobs will be summarized on the table, the most recent on top.

  12. Click the drop-down arrow under the Status column for the latest upload to see the available reports. The Upload Summary Report is the most comprehensive, and indicates the Bates range assigned to the uploaded documents.

  13. When an upload job is complete a box will pop up over the Add Data window asking if there are any further data to be loaded or if all upload is complete.

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To review an alternative method of ingesting small batches, see Document Loader.

Job Status & Management

The Jobs screen accessible from the Flyout Menu is where users can retrieve print and export jobs and check the status of all of the other jobs within the Review platform.

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Select the Jobs link from the flyout menu.

Navigate to the desired job option. Select the dropdown arrow next to the job icon for options available for each Job type. While processing is underway (with the Status icon a green rotating gear) a Stop option will also be available in the Job menu.

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Note

You have the option to View All Jobs or View Your Jobs using the toggle above the Job display panel.

Job Types:

  • AI Document Sync - details of the syncing of documents between the review and analytics platforms.

    • Delete -- Remove a sync job from the list.

    • Rerun -- Run the sync process again on this set of documents.

  • Assignment - details around any of the batching jobs, including self-assign.

    • Details -- Shows Assignment Job Setup window with Job Name and Tag Profile.

  • AV Transcription - shows the progress of current audio/visual transcription jobs and summaries of completed jobs.

    • Rerun -- Run the transcription process again on this set of documents.

    • Delete -- Remove job from the list.

  • Bulk Tag - details regarding bulk jobs, including tagging, foldering, and field updates.

    • Delete -- Remove job from the list.

  • Export - shows the progress of current jobs, details for past jobs, and download inks for document export jobs.

    • Rerun -- Run the export process again on this set of documents.

    • Download -- Download the exported document metadata and optionally native files.

    • Delete -- Remove job from the list.

  • Sample - summarizes Reveal's compiling and foldering of a sampling of documents from the current set.

    • Delete -- Remove job from the list.

  • Image Label - shows the progress of current image label jobs and summaries of completed jobs.

    • Delete -- Remove job from the list.

  • Index - shows the progress of current index jobs for the project and historical reports, including a summary and a detailed error report.

    • Errors -- Report of indexing errors in each text setunder the selected job.

    • Summary Report -- Table setting out errors for each text set under the selected job.

  • OCR - shows the progress of current jobs and details for past bulk OCR jobs.

    • Rerun -- Run the OCR process again on this set of documents.

    • Errors -- Report of errors in the job.

    • Delete -- Remove job from the list.

  • Print - shows the progress of current jobs, details for past jobs, and download inks for completed print jobs.

    • Rerun -- Run the print process again on this set of documents.

    • Stop -- (While running) Terminates print job.

    • Download -- Download the printed document(s) and optional cover/slipsheets.

    • Delete -- Remove job from the list.

  • Translate - shows the progress of current jobs and details about past bulk Translate jobs.

    • Rerun -- Run the translate process again on this set of documents.

    • Errors -- Report of errors in the job.

    • Delete -- Remove job from the list.

  • Upload - shows the progress of current jobs and details about past Upload jobs.

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  • The Archive Exception Detail report will provide information on archives that error during processing.

  • The File Exception Detail report will provide information on file level errors that occur during processing.

  • The Upload Summary Report will provide information on the data that was processed using the Uploader.

    • This report will include the project file counts, the unique and duplicate document counts, the archive source and child counts, as well as the text extraction and OCR document counts.

      • When an upload job is complete, the user will be sent an email containing a copy of the upload summary report attached as a PDF.

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Team Documents

It can be quite useful to have complaints, requests, orders, memoranda and other documents delineating a litigation available for reference by the review team. Reveal provides a space where such documents may be easily uploaded and referenced in the Review platform. 

Team Documents is available under the Flyout Menu. Folders may be created at top or nested levels for the project by right-clicking the top folder label, or by clicking the Plus ('+') sign that appears at the right edge of the folder label.

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  • To add a document, click Add Document.

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  • Use Select to browse out to your file system; gliding over the Allowed File Extensions bubble help shows a list of file types that may be uploaded.

  • Only one document may be uploaded at a time.

  • Click Add Document once you have made a selection.

  • A new document has been added for the team's reference in this project.

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Artificial Intelligence

Reveal integrates the analytic power of Reveal AI Story Engine into its review process. This provides a broader and deeper understanding of context and connections found in the documents under review.

Story Engine is accessed through the Artificial Intelligence entry on the Flyout Menu. Clicking on Artificial Intelligence brings up a login screen to access the Reveal project's linked case in Story Engine.

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Entering a permitted email account and password opens the Storybooks selector screen. All cases accessible to the user account will be visible here.

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The Storybook contains a great deal of information. Much of the linking between the Story Engine analytics and the Reveal Review project happens automatically under the hood, but users may examine the dataset using the advanced tools and tagging in the related Storybook to Export additional data (under Bulk Actions in the illustration below).

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To go deeper into the capabilities and integration of Story Engine, see Reveal AI on this Help screen.