Room Settings

Overview

Once a Room is created, its Settings can be edited at any time by Room Admins only.  Power Users won't see this option unless they are Room Creators.

Getting There

You can access Settings by clicking on Manage room menu or right clicking the room from My Rooms page and selecting the "Settings" option (this last option is for Admins only).

All settings below can be updated and after clicking "Save Changes" button, all changes will take effect.

General Settings

Room Name: name of the Room that will be displayed in My Rooms list.  This field is required therefore it cannot be blank.  Changing this name will change the room's Root folder.

Client: can be changed by choosing an existing Client from the dropdown list.  This field is also required.

Matter ID: it's a matter billing number or description that may be assigned to the Room.  This field can be optional or required depending on the value of SiteSettingKeyEnum 54.  When required, an additional validation occurs.  The combination of Client and Matter ID must be unique.

Please refer to Configuring Site Settings article for additional information.

Time Zone: can be changed from the dropdown list.

E-Discovery Mode: This section allows to enable eDiscovery Mode in the room.  Once this setting is checked and saved, it cannot be unchecked. When this feature is turned On, Execute Dedupe and Perform Email Thread Analysis room settings are enabled. If the room didn't originally have E-Discovery Mode on, when enabled Review Sets, eDiscovery Sources and Productions folders will be shown.

Other Options:

• Require 2nd Level Approval to Invite Users: when checked, this option requires that Users invited to the Room go through an approval process in order to access the Room.  Please refer to 2nd Level Approval for Room Invitations article for additional information.
• Require Nondisclosure Agreement: when checked, this option requires that Users acknowledge and agree to the room's NDA before entering the room.  By clicking Edit NDA, the user can change the English, Japanese, Korean and Spanish NDA text at room level.
• Turn off Room Alerts and Emails: when checked, this option prevents all room emails from being sent.  Not even the Invitation to Room email is sent to the users.
• Upload files with same filename and folder path as a new version: when checked, files with same filename and folder path will be overridden creating a new document version.  This setting doesn't apply when uploading list item attachments, documents through Document Requests and/or moving/copying documents through Index View or Room Compare.
• Inherit Room Role Folder For Second Level Folder:  When this setting is checked, and a folder is copied, created or moved under another folder, it will inherit permissions from parent folder. 
  Instead, when the setting is unchecked, the folder moved, copied or created under another folder,  will have no permissions.  The  Room Admin will have to manually add permissions for it.
• Enable AI Insights:  Checking this option will  enable AI features on Folder right-click menu as well as the Coding panel.
• Expire User After Inactive X Days: the user will be marked as expired after X days have passed since the last time the user accessed the room

Watermark Settings

Watermarks are labels put on documents that show ownership over that material.  They usually provide copyright protection for intellectual property that's in digital format.

Apply Watermarks to All Folders: if this option is checked, all documents in the room will be watermarked.  On Room Groups, Download Native and Watermarked columns are hidden.

Use Email as Watermark Text: this option will cause watermarked content in the Room to display the User's email address as part of the watermark text. 

Use Current Date as Watermark Text: this option will cause watermarked content in the Room to display Current Date and Time as part of the watermark text. 

Watermark Free Text: the text (multiline field) entered by the user will appear as watermark.  If the Use Email and/or Current Date as Watermark Text options are also selected, all texts will be concatenated and shown at the same time.

Advanced Watermark Settings: the Color, Font Size and Transparency of the watermark text can also be customized. 

Processing Settings

This section lists all tasks that can be executed when documents are uploaded.  The ones checked will be executed.

• Extract Archive: when this option is checked, all archive's uploaded will be extracted. If the option is unchecked, archives will be uploaded and its content will not be extracted.
• Extract Embedded Objects: when this option is checked, files with embedded objects uploaded to data source folders will be extracted.  Available on E-Discovery rooms only.  Once this setting is checked and saved, it cannot be unchecked.
• Pre-Cache: when this option is checked, the documents will be pre-cached and therefore loaded in a faster way.
• OCR: Having this option checked will OCR all applicable documents during upload.
• Index: if this option is checked, documents will be indexed so that they can be searchable.
• Metadata: if checked, metadata will be collected from the uploaded documents
• Hashcode: when this option is checked, each document will be assigned a unique alphanumeric value to uniquely identify it.
• Transcode: when this option is checked, video files will be converted so they can be reproduced in the browser's viewer.  It's important to check this setting when uploading files with extensions: .mp4, .webm, .avi, .mov, .mpg, .mpeg, .mts
• Show Diff Viewer: when this option is checked, Diff View is shown in the Viewer dropdown
• Execute Dedupe: when this option is checked, duplicated documents (uploaded to Data Source folders) are removed from the room.  Available on E-Discovery rooms only.  Once this setting is checked and saved, it cannot be unchecked.
• Perform Email Thread Analysis: when this option is checked, documents uploaded to Data Source folders go thru the ETA process.  Available on E-Discovery rooms only. 
• Perform Near Duplicate Analysis: when this option is checked, documents uploaded to any folder go thru the ND process except files uploaded as List Item Attachments.  
  • Near Duplicate Grouping Threshold: used for calculating the ND similarity percentage.  It's inherited from the environment, if present.
• Detect Language: When this option is checked, Language will be detected for each document uploaded.

OCR Settings

OCR Engines Available: The engine used to OCR documents can be changed from this dropdown.  All available engines for the current room will be listed.

Expected Document Languages: Select one or more languages that are expected to be in the documents to be uploaded.  Available languages are: English, Chinese Simplified, Chinese Traditional, German, French, Italian, Japanese, Korean, Spanish and Arabic.

OCR PDFs containing text: If this option is selected, the application will OCR PDF documents.  If this option is not selected, the application will not OCR PDF documents and will attempt to extract any text that may already exist in the PDF text layer.

PDF Conversion Options

By checking "Enable Office Files Native to PDF conversion", it will  convert various “native” file types to PDF.  All these settings are inherited from the environment if not changed during the room creation.

The following PDF conversion options will be supported for each file type.  

Microsoft Excel

Comments and Notes:

• None: No comments or notes will be displayed in output
• At End of Sheet: Comments and Notes will be displayed following the sheet containing the comments.

Display Gridlines: When checked, PDF output will be formatted to show gridlines for all cells, regardless of original formatting.

Display Row and Column Headers: When checked, PDF output will display the numeric index of the rows and columns will display the alphanumeric column index.

Show Hidden Row Column: When checked, hidden rows and/or columns are unhidden.

Microsoft Word

Show Hidden Text: If checked, output will display hidden text when dotted underline formatting to indicate that the text is hidden

Track Changes:

• All Markup: All tracked changes and notes and comments shall be displayed on the output
• No Markup: No tracked changes shall be displayed
• Both Copies: In this case, two copies of the document shall be displayed in output and appended together. The first copy shall be the output with No Markup; the second copy shall be the output with All Markup displayed

Page Orientation:

• As Is: Output will maintain the orientation of the original formatting
• Portrait: Output shall be forced to be displayed in Portrait orientation
• Landscape: Output shall be forced to be displayed in Landscape orientation

Date Field Handling: Determines how to present date fields:

• Replace with Date Last Saved: will replace current date with last saved dated.
• Replace with Date Created: will replace with creation date.
• Replace with Field Code: Will replace with no date and indicate that it is a field code.
• Do Not Replace: will not replace the date.

Microsoft PowerPoint

Print Comments: If checked, comments shall be printed on a page following the slide in which comments are present.

Print Hidden Slides: When checked, Hidden Slides will be printed.

Output Format: 

• Default: Slide will be printed as “Notes Pages” if notes are present and Slide will be printed as “Full Page” if notes are not present.
• Force Full Page: Slide will be printed as “Full Page” regardless of Notes.
• Force Notes Pages: Slide will be printed as “Notes Pages” regardless of Notes.

Automatic Document Deletion

This section allows to enable/disable Automatic Document Deletion in the room.

If the room didn't originally have this feature on, when it's enabled documents previously uploaded will show Flagged/Actual Dates empty.  New documents will have Flagged/Actual dates calculated based on their upload date and the days specified in each setting.