Marks and Their Associated PODs

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Marks and Their Associated PODs

Marks can be assigned a group, a type, a Protective Order Designation (POD) typically used during the Endorsement phase of a production, and a sequence number.

From the Settings menu, select Marks.

 
  Issue Codesmarks
 

Each Mark has a sequence—that is, the order in which it will appear in Review. DWR looks first at the sequence number; if there are duplicate numbers, as in the screen shot above, then Marks with the same number are ordered alphabetically.

Marks have a group:

Marks can be grouped together visually to make them easier to use. You can specify any group names you want. Marks with the same group settings will appear together in the filter and work product trees in Review.

Marks have a type:

Privileged: For documents with Marks of this type, Privilege Log features are enabled. This can lead to documents being marked as Privileged and thus not included in productions.

Produce: Marks with this type identify documents that are candidates for productions.

Normal: Marks with this type identify documents whose status is other than privileged or produce. Some of them may need translation or expert review, for example; after more thorough review, they may be assigned a Mark with a different type.

Marks have the potential to carry a Protective Order Designation (POD)—a separate endorsement.  The default PODs are:

Confidential

Attorneys’ eyes only

Highly confidential

Marks can propagate (on pith), or not.

To change the properties of a Mark:

1.From the Settings menu, select Marks.

2.Click the Mark name to select it.

3.If you want to change the name of the mark, overwrite the old Mark name with the new.

4.If you want to change the type of the mark, select a type from the drop-down lists

5.If you want to change the POD associated with the Mark, click the existing POD and choose a new POD from the menu that appears.  To add a POD to a Mark, click in the empty POD cell and choose or type the new POD.

6.If the Mark should propagate to pith duplicates when it is applied, check the “Propagate” box; if not, ensure the box is not selected.

7.Click Apply.

To delete a Mark:

1.From the Settings menu, select Marks.

2.Click the row selector (row_selector) on the left of the row containing the mark you want to remove.

3.Hit the Delete key on your keyboard.

 deleterow

4.Click Yes to delete the mark.