Applies to: All Rooms Access Level: Reviewer and Administrator
Overview
The File Information panel is the primary workspace for document review. It is displayed on the right side of the Room Main Page, next to the Document Viewer, and updates automatically when a document is selected.
During review, the panel is used to read document metadata, perform document actions such as redaction and download, apply codes and tags through the Coding Panel, and navigate email threads. This article covers how to use each of these features in the context of active document review.
For a structural overview of all panel sections and what each contains, see File Information Panel.
1. Reading Document Information
The File Information section at the top of the panel is always visible. It displays key metadata for the selected document. Reviewers use this section to confirm document identity and context before coding.
| Field | What the Reviewer Uses It For |
| File Name | Confirms the document identity. The star icon saves the document to My Starred Items for easy retrieval later. |
| ID | The unique system identifier. Useful when referencing a specific document in communications. |
| Main Date | The primary date of the document. Relevant when reviewing documents in chronological context. |
| Original Folder Path | Shows where the document originated (eDiscovery rooms only). Helps establish custodian and source context. |
| Custodian | Identifies which custodian the document belongs to (eDiscovery rooms only). |
| Unapplied Redaction | A magenta label indicating the document has unsaved redaction marks. The Reviewer should finalize or clear these before checking in. |
2. Using Document Actions
The Document Actions section is always visible. It contains quick-action icons for the currently focused document. Actions are enabled or disabled based on the User's permissions and the document's current status.
If multiple documents are selected using checkboxes in the Documents grid, Document Actions still apply only to the single focused document.
| Action | What It Does | When It Is Available |
| Rename | Renames the document. | Manage permission on the folder. |
| Delete | Deletes the document. | Manage permission on the folder. |
| Download | Downloads the document in Native or PDF format. | Download Native or Download PDF permission on the folder. |
| Share Document | Shares the document with another User. | Share Documents room permission. |
| Redact Document | Opens Redaction Mode in a new browser tab for manual redaction. | Manage permission on the folder. Not available for Archives, Audio, or Video files. |
Note: Redact Document opens in a separate browser tab. The document in the main viewer remains unchanged until redactions are finalized in Redaction Mode.
3. Applying Codes and Tags
The Coding Panel section is the primary tool for classifying documents during review. It is shown only when the Room has codes or tags defined and the User has the Tag and Code Documents permission.
On eDiscovery rooms, the default codes are Responsiveness, Issue Codes, Confidentiality, and Privilege Type. Codes and tag options are configured by the Administrator and may vary by room.
To apply a code:
- Select a document from the Documents grid.
- In the Coding Panel, select the appropriate code value for each code category.
- The selection is saved automatically. Use the Next Document button to advance to the next document.
Tags work independently from codes. Selecting a tag applies it to the focused document only — not to all documents selected with checkboxes. Tags are visible to all Users with Tag and Code Documents permission once applied.
Note: If a code category is marked as required by the Administrator, the document cannot be checked in until that code is applied. Required fields are indicated in the Coding Panel.
To apply codes or tags to multiple documents at once, use Mass Code / Tag. This is available by right-clicking a folder in the Work Folders List. For full instructions, see Tagging and Coding Documents.
4. AI Insights Indicators
When an AI Provider is enabled in the room, the Coding Panel may display visual indicators showing active AI Insights activity or scoring on the selected document. These indicators assist the Reviewer in prioritizing or contextualizing documents during review.
AI Insights actions available to Reviewers through the folder right-click menu include Summarize Documents, Create Privilege Log Summaries, and Extract Metadata From Text. These are initiated at the folder level, not from the File Information panel directly.
Note: AI Insights availability depends on system configuration. Contact the Room Administrator if these options are not visible.
5. Navigating the Email Thread Panel
The Email Thread section is shown when the Perform Email Thread Analysis room setting is enabled. It groups all documents in the same email thread and displays them in a tree view within the File Information panel.
Reviewers use this section to understand the context of an email within its full thread before coding. Navigating to another document in the thread by clicking it will load that document in the Document Viewer.
For details on thread types and inclusive vs. non-inclusive emails, see Email Thread Analysis.
Notes
- The File Information panel reflects the single focused document, regardless of how many documents are selected with checkboxes.
- Sections not available due to permissions are hidden, not shown as disabled.
- The Unapplied Redaction label is an indicator only. Redaction actions must be completed through Redaction Mode.
- The Tag and Code Documents room permission is required to view and use the Coding Panel.
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