Applies to: All Rooms Access Level: All Users (sections vary by permission)
Overview
The File Information panel provides quick access to document-specific information and related features. It is located on the right side of the Room Main Page, next to the Document Viewer. When a document is selected, the panel displays that document's details grouped by section.
The sections and options available depend on the User's room permissions and the type of document selected. Sections the User does not have access to are hidden rather than shown as disabled.
Getting There
The File Information panel is displayed by default when a document is focused in the Documents grid. To close it, click the X in the top left corner of the panel. To reopen it, click the i icon in the File Name column of the Documents grid.
Sections
The File Information panel contains the following sections.
1. File Information
Always visible to all Users. Displays the following fields for the selected document:
| Field | Description |
| File Name / Star | The document name. The star icon saves the document to My Starred Items for quick retrieval. Only available in Rooms, not templates. |
| Versions | A dropdown listing all active (non-deleted) versions. Shown only when the User has the See Versions permission. Otherwise, only the file name is displayed as a text field. |
| ID | The unique system-assigned document identifier. |
| Main Date | The primary date associated with the document. |
| Original Folder Path | The container path (zip, pst, msg, and internal folder structure). Shown on eDiscovery rooms only. Hidden when empty. |
| Custodian | The custodian(s) associated with the document. Shown on eDiscovery rooms only, for documents in Data Source folders. Hidden when empty. |
| Unapplied Redaction | A magenta label indicating the document has unsaved redaction marks. |
2. Document Actions
Always visible to all Users. Displays quick-action icons for the currently focused document. Each icon is enabled or disabled based on the User's permissions and the document's status. Actions include Rename, Delete, Download, Share Document, and Redact Document.
For full details on each action and the permissions required, see Using the File Information Panel During Review.
3. Coding Panel
Shown only when codes or tags are defined in the Room and the User has the Tag and Code Documents permission. Displays room codes and tags for the selected document. On eDiscovery rooms, default codes include Responsiveness, Issue Codes, Confidentiality, and Privilege Type.
For instructions on applying codes and tags, see Tagging and Coding Documents.
4. Notes
Shown only when the User has the Notes room permission. Displays private and public notes associated with the selected document. Notes can be added, edited, and deleted. Users can only edit notes they created.
| Color | Note Type |
| Darker blue | Private note created by the current User. |
| Light blue | Public note created by the current User. |
| Gray | Public note created by another User. |
5. Custom Fields
Shown only when custom fields are defined in the Room and the User has the See Custom Fields permission. Read-only fields are shown greyed out. Users can assign or clear values and save changes.
6. Email Thread
Shown only when the Perform Email Thread Analysis room setting is enabled. Groups all documents in the same email thread and displays them together in a tree view. For details, see Email Thread Analysis.
Notes
- Document Actions affect only the currently focused document, not all documents selected with checkboxes.
- Sections not available to the User are hidden, not disabled.
- The panel can be opened or closed without affecting the document loaded in the Document Viewer.
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