Digital WarRoom Quick Start to Document Review
LOGGING INTO DWR
Double click on the DWR icon.
Enter the login information provided:
Press OK to connect
DESIGNATE VS WORKGROUP
The server desktop may have two icons on the desktop.
Designate is limited to review functions only and does not allow the user to process documents or image and endorse productions.
Most users who are reviewing only will choose this icon. In Designate users can mark documents as produce, privileged, Non-Responsive, etc. and redact documents.
Workgroup icon has the full options available in Digital WarRoom including the Process and Policy tabs and as well as image, endorse and finalize productions.
OPENING THE APPLICATION
Double click on the icon for the level of review assigned. The database will open to the last matter accessed or to the assigned matter if the first time to log in.
OPENING A MATTER
Under Matter, choose “Open”
The Open Matter dialog will appear listing the accessible matters.
To open a file, click on the line that contains the Matter and then click Connect.
DIGITAL WAR ROOM INTERFACE
The DWR interface is divided into several sections.
With multiple monitors, it can be useful to move certain parts of the interface to a second screen (like the Document Browser) to make review more efficient.
REVIEWING DOCUMENTS IN DIGITAL WAR ROOM
Select Binders, Collections, Custodians and other filter criteria on the filter tree and click the search button at the bottom of the screen to apply the filtered choices.
To the right of the search button use the drop down arrow to choose Search with Families, Search with Threads, Save Search, or Create Assignments.
Once these selections are made, and the Search button has been selected, the Current Docs grid screen will be updated with those documents which meet the filter criteria.
The Current Docs grid screen is customized for each reviewer by right clicking on any column header and selecting the Field Chooser. From the Field Chooser select those columns needed for review. The columns layout is specific for each reviewer. Clicking any header will sort the filtered set by that header (i.e. Date will put the results in chronological order). Hold down the CTRL key and select additional headers to add to the sort (i.e. by Date - by Family).
From the Right Click menu reviewers can Mark, Issue Code, Flag for Redaction as well as add Comments to the documents. By holding down the SHIFT key, rows in the list can be selected in sequence (the CTRL+click for out of sequence) for the work product to be applied in bulk.
Another method for applying work product on an individual document is by the Work Product Inspector available under the Tools menu (or CTRL+SHIFT+W).
By making a selection in the Work Product Inspector the Marks, Issue Codes or Comments are instantly applied and saved for that document.
To add documents to a Binder from the right click menu in the Current Documents List documents select Add to binder… to add to an existing binder or create a new binder.
Additional documents can be added to the binders and the tool will report if the documents are already in the binder creating a single set of documents to review or export.
If accessing Digital WarRoom from our servers please Signout at the end of your review session by selecting the Start Menu – your profile – Signout.