Managing Room Codes

Overview

Room Codes are available on Ediscovery rooms to all users and not only to the user that created them.  Admins and users with Manage Tags and Codes permission can create, edit and delete Document Codes and Code Choices.

Getting There

You can Manage Codes by clicking on the manage icon next to Coding Panel section on File Information panel and you can also manage the choices of each code by clicking on the manage icon next to each code.

Managing Codes

Admins can add and edit existing codes. When clicking on Manage Codes icon, the window will look as the one below.

Room Admins and Power Users can create forms in order to display only certain codes.  Please note that form names are unique, they can't be duplicated.

On Manage Document Codes popup a column named "Is Linked to Form" indicates whether the code is linked to the currently selected form or not.

Codes can be linked and unlinked to forms except for Default form.  Default form cannot be changed.  All codes created are always linked to Default form.

  

Forms can be removed and their name can be edited, except for Default form.  In order to change the order of forms, just drag and drop the row to a different position in the list.

The user can select which form is currently applied by selecting the form from the dropdown icon at the top of the Coding Panel.

Adding Codes

To create a new code, just click on Add Code button, type a Name and check or not the options to set the code as Hidden and to Allow Multiple Selections.  Then click on Save button.

Deleting, Editing and Sorting Codes

Codes can be deleted by clicking on the trash icon and edited by clicking on the edit icon.  Name and Hidden status can be changed.

If you want to change the codes' order, you can sort them just by dragging and dropping the code in any position of the list.  Just take into account that the order is universal and not per form.

Adding, Deleting and Editing Multi Selectable Choices

When clicking on Manage Choices for this Code icon next to the Multi Selectable Code, a window similar to the one below is shown.

User can delete choices by clicking on the trash bin icon, add new ones by clicking on "Add Code Choice" button or edit the choice Name and Hot Key by clicking on the edit icon.

Adding, Deleting and Editing Single Selectable Choices

When clicking on Manage Choices for this Code icon next to the Single Selectable Code, a window like the one below is shown.

User can delete choices by clicking on the trash bin icon, add new ones by clicking on "Add Code Choice" button or edit the choice Name, Color and Hot Key by clicking on the edit icon.

Choices and Hot Keys

Each choice can configure a specific and unique Hot Key allowing the user the quickly easily coding of a document. 

Hot Keys are a single digit or character that can only be used once per Room. Uppercase and lowercase Hot Keys are considered different Hot Keys.