Efficiency is king in document review. You need tools that put what you need in front of you and then get out of the way. Customizable Coding Templates bring you that power. Set responsive, privileged, and confidentiality statuses that make sense for this task without the need for codes that you’re not going to use this time out. Promote coding fields to your template, making them available quickly and easily to eliminate the need for hunting them down.
The new Related Documents section gives users the ability to apply any necessary changes to this document along with any that are in this email thread, md5 matches, etc. without the need to leave the document-view page.
Confidentiality Codes are stamped on your documents as you proceed. No need to kick off the process later: simply set them now and they’ll be on the copy you produce. Stay tuned for a more detailed post on confidentiality codes and how to use them.
The new “Update & Next” button lets you apply your changes and move-on; reducing click counts and adding efficiency.
Putting the ability to design the coding fields template in your hands, allows you to customize the tool to your own needs. It will reduce mouse-clicks and visual scanning, increasing not only speed of the review, but accuracy & convenience.
