Review, withdraw, bulk changes
Review state
Three states, in the Review column:
| State | Meaning |
|---|---|
| Unreviewed | Nobody has signed off on it yet. |
| Reviewed | Read and stood behind. Records who read it, and when. |
| Released | Released to the client. |
Mark reviewed and Undo review are on the row menu. Marking a document reviewed is not sharing it — that is a separate decision, made by the lead attorney from the Documents tab.
Withdrawing a document
Withdraw from the matter takes a document off the matter. It stops appearing in the document list and the analysis no longer opens it.
Nothing is destroyed. The document and its original file are kept in full, and this can be undone with Restore. The same file may also be filed on another matter — withdrawing it here does not touch that one.
A reason is required. It is kept with the document and written to the audit log, because whoever asks about this later is asking exactly that.
Two things block a withdrawal:
- The document has been released to the client. Revoke that release first.
- Somebody changed the document while your screen was open. Reload and try again.
Bulk changes
Select documents with the row checkboxes. The bulk bar offers:
Reclassify — type, origin and each sensitivity flag, every control three-way: leave, set, clear. Anything left alone stays as it is. Titles and dates are not offered, because they are facts about one document. Each change is written to the audit log against its own document.
Read again — queues the whole selection for reading.
Withdraw — one typed reason covers the set, and is kept with every document in it.
Release stays one document at a time. There is no bulk release.
The document detail sheet
Opening a document’s details shows everything filed behind it:
- Document date, date filed, how it arrived, page count, size, fingerprint.
- Review state, with what that state currently permits.
- Versions, with who filed each.
- Where it came from — one row per arrival.
- Related documents.
- Access history, append-only. Each line records the role its actor held at the time, not the role they hold now.
The audit lines you will see: opened it, changed its details, withdrew it, put it back, released it to the client, asked for it to be read again, answered a duplicate match, recorded another arrival, marked it reviewed, took the review back.