Review Policy

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Review Policy

To modify the documents which appear in review select Review Policy on the Settings menu.


The policy applies to the entire matter.  To make modifications for a single collection or custodian use the filter options on that data set in review.  Produced documents are excluded from policy modifications.


DeDup Options allow review to be set to include only one copy of each document across the entire matter.  

Include only longest threads will remove from review any email for which there are additional forwards/replies.  Any intermediate email with an attachment not appearing in the final thread will remain in review.

To dedup a single collection or custodian

In review place the contents of the data set into a binder  

Right click on binder and choose Binder Properties and de-dup

Select the binder and  search "include families" placing the family members back into the binder

exclude the contents of the binder and filter on the data set

The duplicates from that data set will now appear in the filter tree and can be removed from review. Removing From Review