Review documents in the View pane

When you review a document, you determine the document's relevance to a case and identify any important content. You can use keyword highlights and ad hoc content searches to quickly locate important content. You can also add annotations to a document, such as highlights or redactions.

You review the contents of individual documents in the View pane.

You can work with document content in the View pane in the following ways:

Open a document to review the contents of the document. For more information, see View a document.

Work with keyword highlights and conduct ad hoc content searches. For more information, see Display keyword highlights.

Review the native file of a document. For more information, see Review documents in the Office Online viewer.

Review the image and PDF files of a document. For more information, see Review documents in the Image viewer.

Add highlights, redactions, and notes to a document. For more information, see Highlight and redact documents.

Review Bloomberg chat documents. For more information, see Review Bloomberg chat documents.

Search for documents that contain similar concepts based on a selection of text. For more information, see Find documents with similar concepts.

Download a document to your computer. For more information, see Download a document.

See which users viewed a document when, and download a report. For more information, see Review the document viewing history.

For information about how to view the differences between the text of two documents, see Compare the text of two documents.

Add multiple View panes to a workspace

You can add up to two View panes to a single workspace. This allows you to see two different views of the same document. For example, you can review highlighted keywords in a document in one View pane, and redact the document in another View pane.

For information about how to add a View pane to the Documents page, see Customize the workspace.

About the View pane

The View pane includes different view options to allow you to review a document in the format that is most appropriate for the document type, the case strategy, and the overall goals of the review. Because you can see different content in each view, it is important to review documents in all views.

Note: The portal and case options, the application configuration, and permissions set by your administrator determine which document views are available to you.

Depending on the tasks that you want to accomplish, the type of document you are reviewing, and the specific content that you want to review, you can view a document in the following formats:

Formatted content: Displays the text extracted from a document, with simple formatting applied. You can do the following tasks:

View keyword hits

Conduct ad hoc keyword searches

Search for similar documents based on a selection of text

View streamlined Bloomberg chats, with interactive color-coding based on participants' organizations

Unformatted content: Displays the text extracted from a document without any formatting. You can do the following tasks:

View keyword hits

Conduct ad hoc keyword searches

Search for similar documents based on a selection of text

Native: Displays a document in the native file format of the original application that created the document. You can do the following tasks:

Search for content

Watch video files and listen to audio files

Office Online viewer: Displays a native document in Microsoft Office Online directly in the browser. You can do the following tasks:

Search for content

See formulas, resize columns, and display hidden worksheets, rows, and columns in a Microsoft Excel spreadsheet

View comments in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint

View slide notes, slide thumbnails, and hidden slides in a Microsoft PowerPoint presentation

Use standard Microsoft Office features to review content

View native files that were created in applications other than Microsoft Office

Watch video files and listen to audio files

Note: The specific Office Online features that are available depend on your organization's license with Microsoft and the portal options that are configured by your administrator.

Image viewer: Displays image files, PDF documents, and media files. You can do the following tasks:

View imaged document pages

Add annotations such as highlights or redactions

Convert highlights to redactions, and convert redactions to highlights

Add notes to specific document pages

Print a document

Watch video files and listen to audio files

View comprehensive Bloomberg chats, including event logs and noise

The following table describes the features in the View pane. Depending on the viewer that you are using, the options that are available may vary.

Element	Purpose
Formatted content	Displays the text extracted from a document, with simple formatting applied.
Unformatted content	Displays the text extracted from a document without any formatting.
Native	Displays a document in the native file format of the original application that created the document, using the Quick View Plus viewer.
Office Online viewer	Displays native files in Microsoft Office Online directly in the browser. For more information about the Office Online viewer, see Review documents in the Office Online viewer.
Image viewer	Displays image files, PDF documents, and media files. For more information about the Image viewer, see Review documents in the Image viewer.
Document type	Indicates the document type. If quick coding is enabled, click the document type button to apply a quick code to a document. Note: The color of the document type icon indicates the quick code value of a document.
Source/Attachment family	A colored line next to the document type button indicates that the document is part of a document family. A document family contains a group of documents made up of a source document and its attachments. The color of the line indicates the quick code value that has the highest family rank within that document family. For more information about quick codes, see Quick code documents.
Hidden content warning	Indicates that a native file includes hidden content, such as tracked changes, speaker notes in a presentation, or hidden columns in a spreadsheet. Hover over the warning icon to determine the type of hidden content that the document contains. For information about how to view hidden content, see View hidden content in a document.
Truncated content warning	Indicates that a document is larger than the maximum file size set by your administrator. To see the whole document, switch to a different view or download the document.
Document ID	The ID number of the document that appears in the View pane. The document ID is a unique number that is associated with each document in the database. The document that appears in the View pane is also called the active document.
Keyword hit navigation	Displays the number of keyword hits in the document. To navigate between keyword highlights in the document, click the Next hit or Previous hit buttons. Note: If the document is larger than the maximum file size set by your administrator, only the number of visible keyword hits appears.
Keyword summary	Allows you to review hits in a document more efficiently and focus the review on the specific content that is immediately around the keyword. Displays collapsed sections for only those parts of the document that contain hits. The layout includes line numbers and a number next to the header of the section to indicate the number of collapsed lines. For more information about working with the keyword summary, see Display Keyword summary.
Keyword highlights	Displays keyword highlights and allows you to conduct ad hoc content searches. For more information about working with keyword highlights, see Display keyword highlights.
Show hidden content	Displays hidden content in a native file. For information about how to view hidden content, see View hidden content in a document.
Find and redact	Allows you to search for text and then apply highlights or redactions to the results. For information about how to find and redact text, see Search for text to highlight or redact.
Download	Downloads a document in its original file format. For more information about how to download a document, see Download a document.
Document view history	Allows you to see which user viewed or downloaded a document and when. You can also download a report.
Collapse	Collapses the View pane.
View menu	The View menu includes the following options: Update pages: Allows you to add or remove pages in a document. For more information about how to add or remove pages, see Update pages in a document. Batch Print: Allows you to print the active document to PDF. For more information about how to print documents to PDF, see Print documents. Options: Allows you to configure the view settings for the Image viewer. For more information about the view settings, see Configure view settings for the Image viewer. Note: You can pin these buttons to the View pane toolbar.