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SECTION 1

MEET THE IPRO WORKSPACE

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Section Workspace Table 1 Contents

Topic Pages No.
1-9
Meet the IPRO Workspace
1-2
a Overview
b Main IPRO Eclipse Toolbar 3
c Quick Search Toolbar 3

Timeline 3-4

a Timeline 3 -4

Case View Pane 4-5
4-5
a Case View Pane
b Case Pane 5

Record View Pane 5

a Record View Pane 5

Tags Palette 6
6
a Tags Palette
6-7
Document Details Pane
6- 7
a Document Details Pane
7
Navigation Toolbars 7
7
a Page Navigation 7
b Case Table Navigation Bar
c Case Table - Record Set Navigation 8

Relationships Tally Pane 8
8
a Relationships Tally Pane
b Download Details 8-9
8-9
How to Open aCase
9
a Open a Case 9
9
Changing Cases/Logging Out

a Changing Cases
b Logging Out

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P. Eclipse Meet the I pro Workspace Quick Reference

IPRO ECLIPSL WORKSPACE

Meet the Ipro Eclipse Workspace Batch or Search Results
The Ipro Eclipse workspace includes the case data table the Documents
tab and related panes and tabs that allow you to do your work.

The following figure shows the basic default layout of the workspace and its
major components the table following introduces each component.

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Default Ipro Eclipse Workspace Layout

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IPRO Eclipse Workspace

a Overview

Ipro Eclipse Workspace Overview

Component

A Main Ipro Eclipse toolbar

Application menu on the left side of the toolbar this menu
displays the case name and includes basic case access and

layout commands.

User menu on the right side of the toolbar this menu displays
the current user name and includes access to various Ipro
resources as well as the Sign Out command.

B Search toolbar perform quick searches using basic search
syntax. Available when a Documents Batch or Search
Results tab is in the case pane area.

C Timeline shows dates for the documents in the case or selected
set of documents such as a batch folder or search results. The
timeline provides a simple way to filter the current document set
based on a date range.

D Case View pane left slideout pane By default the left slideout

pane in the Ipro Eclipse workspace. This pane contains all

Dcoamsh--mboaanrddsfor accessing case data and details such as the
or case data as well as for performing different tasks

func-tions.such as performing an advanced search or administrative

E Case pane center working area that includes the Documents
or related tab Search Results Batch etc. or other item selected
in the Case View pane.
When case documents a batch search results folder or

analyt-icsgriditem is selected this area displays the case table

list-ingrecords field data corresponding to the documents in the

selection.

F Record View pane collapsed by default may be expanded to
appear in the case pane area. This pane is available when the
Documents a Batch Search Results or Analytics displays in

the case pane area.

G Tags palette One of two right slideout panes use this pane to
apply tags to documents and/or pages. If working a batch
review status is also set in this pane.

Ipro Eclipse Workspace Overview Continued

Component

H Document Details Right slideout pane that includes various

pre-sentationsof document images plus transcripts if they are part

of the case

I Navigation toolbars the case table navigation bar allows you
pageto display one set
of records at a time in the case table

and also make other display settings.

The navigation bar in Record View allows you to move from
document to document.

Relationships/Tally pane collapsed by default may be
expanded to show tally results or relationship listings. This pane
is available when case documents a batch search results folder

or analytics item is selected.

K Download details presents download and other details.

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1PRO Eclipse Meet the I PRO Workspace Quick Reference

IPRO ECLIPSE WORKSPACE.

Main Ipro Eclipse toolbar

b Item Ain Default Ipro Eclipse Workspace Layout on page 1

The main Ipro Eclipse toolbar appears at the top of the Ipro Eclipse workspace.
The left side displays the current case name and includes the application

menu an excerpt of which is shown in this figure.

The right side of the toolbar see the following figure displays the current user
name and allows you to check current product release details access
documentation and other resources available at MyIPRO and also sign out.

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Quick Search toolbar Layout on page 1
c Item B in Default Ipro Eclipse Workspace

When case documents a batch search results folder or analytics component is active in the case
pane the search toolbar is available. It includes the following components

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TIMELINE

Timeline Layout on page l

d Item C in Default Ipro Eclipse Workspace

Starting in Ipro Eclipse 2016.3.1 users with appropriate permissions can view a timeline showing
dates for the documents in the case or selected set of documents such as a batch folder or search
results. The timeline provides a simple way to filter the current document set based on a date
range. See the following figure.

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Article I. Timeline

Item C in Delauit Ipro Eclipse Workspace Layout on page 1

Starting in Ipro Eclipse 2016.3.1 users with appropriate permissions can view a timeline
showing dates for the documents in the case or selected set of documents such as a batch
folder or search results. The timeline provides a simple way to filter the current document
set based on a date range. See the following figure.

CASE VIEW PANE
eItem D in Default Ipro Eclipse Workspace Layout on page 1

Article II. Case View pane

The Case View pane is by default the left slideout pane in the Ipro Eclipse workspace.
Slideout panes can be minimized or organized so that the workspace fits your needs.

The Case View pane contains the following items

Case Details Dashboard Click to open the Case Details Dashboard in the case pane
which provides case and batch progress information as well as access to case instructions
and documents.

Documents Click to open the Documents tab in the case pane which provides a

list of case or batch records.

Batches Click to open the Batching tab in the case pane and select a batch. A Batch
tab the records in the batch will replace the Documents tab.

Advanced Search Click to open the Advanced Search in the case pane.

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IPRO Eclipse meet the IPRO Workspace Quick Reference

CASE VIEW PANE

e Item Din De fault Ipro Eclipse Workspace Layout on page 1

Analytics Ipro Eclipse Analytics is an optional feature that your administrator may
configure to help you identify concepts and relationships within and across case documents.
Ipro Eclipse actually learns concepts and cate- gory details.

Clicking a Cluster displays a Search Results tab listing documents matching the
clustering criteria plus the Concept Wheel tab.

Clicking a Category displays a Search Results tab listing documents matching the
category criteria.

Reports Click for access to several status reports. The Reports tab displays in the case

pane.
Case Administration For Ipro Eclipse administrators this section of the Case View pane
provides access to administrative functions that are explained in the Ipro Eclipse
Administration Guide. Clicking an administration item displays the corresponding item in
the case pane.

Case Pane

By default the center region of Ipro Eclipse is the case pane. Contents depend on what is selected
from the Case View pane and what action the user takes as described in the following paragraphs.

The case table also called the grid displays when case documents a batch search results
folder or analytics item is selected. It includes a native file icon if native files are part of the case

plus document field data. The fields columns of the table are based on a coding form.

Other items display in the case pane area when selected in the Case View pane such as the
Dashboard the Advanced Search workspace reports or administrative workspaces.

RECORD VIEW PANE

f Record View Pane Layout on page 1
Item F in Delimit Ipro Eclipse Workspace

The Record View pane is available when case documents a batch search results folder or
analytics item is selected. It presents a coding forms configured by your administrator. Each
coding form contains selected fields from the case and is typically used to perform data entry

coding or for editing fields. The edit function in this pane also allows you to tag documents.

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IPRO Eclipse 1 Workspace

TAGS PALETTE

g Tags Palette

GItem in Default Ipro Eclipse Workspace Ltitloulon page I

The Tags pane is the second slideout pane on the right side of the Ipro
Eclipse workspace. It includes the Document Tags and optionally Page
Tags tabs. These tabs list the tags reviewers apply to documents and/or

pages in their case or batch.

Tags are defined by the Ipro Eclipse administrator users with the needed
permission can also show or hide different tag groups on the Tags pane
and/or create tags. All users with tagging permissions can create private
tags for their own use.

When a user is working in a review batch Batch Review tags are
included in the Tags pane. Use these tags to select the status of the
document under review as shown in this example.

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DOCUMENT DETAILS PANE

h Document Details Pane
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This pane presents different views of files and data when the Documents or related tab is open in
the case pane. The Document Details pane includes the following tabs

Image The TIFF or JPG or PDF file associated with a selected case record.
Annotations such as redactions are made in this view as well as highlighting
markups and sticky notes. The Image tab supports the transparent or cross-hatch

view for redacted information and the highlighting of search terms on the image.

Native Viewer This tab presents an HTML rendering of the document. It will be blank

HTML HTMLif no field in the Ipro Eclipse database is defined as file exists for a
or if no

particular document.

Extracted Text The OCR or extracted text associated with the selected record. This

emptytab will be if no field in the Ipro Eclipse database is defined as

EXTRACTEDTEXT or if no text exists.

Production If documents within the current case or batch have been produced the
produced document for a selected record displays on this tab. If a selected records
document has not been produced the tab will be blank.

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rr rr Workspace Quick Reference
Eclipse

DOCUMENT DETAILS PANE

HItem Dein foult Ipro Eclipse Workspace Lo you.t on page 1
If transcripts exist for the case they are available
Transcripts on this tab.

NOTE To view images in the Document Details pane the Ipro Eclipse image viewer must be

installed. Clicking the View button will install this small client component.

NAVIGATION TOOLBARS

The Image tabs page navigation bar allows you to navigate to a specific page within a document.
This navigation bar also appears on the Production tab if you have production images.

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Article III. Case Table Navigation Bar

The case table toolbar includes three functions-record set navigation document synchronization
and page record set size selection as described in the following paragraphs.

C Case Table - Record Set Navigation

Article IV.

When the Documents or a related tab is active in the case pane the following toolbar appears at
the bottom of the case table. The navigation portion of the toolbar makes it easy to view records in

the case table one set page at a time.
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The document selected with this navigation bar aligns with the record selected

in the case pane the details in Record View and the image and other items
displayed in the Document Details pane.

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IPRO Eclipse Meet the lpro Workspace Quick Reference

RELATIONSHIPS TALLY PANE

j Relationships Tally Pane Luziour on page 1

Item Jin Default 1pro Eclipse tip%orlcspuce

When the Documents Batch Search Results or Analytics tab is selected the bottom of the case
area that allows you to view
pane area will include a menu at the bottom of the case pane
document relationships or tallied data.

k Download details

KItem in Dejault Ipro Eclipse Workspace Layouon page 1

Click to view image download information in the status bar

HOW TO OPEN A CASE

a Open a case

In the Ipro Eclipse log-in screen enter the user name and password you use to log into the network.
If desired select the Remember Login Name option.

If you are signing in to Ipro Eclipse for the first time locate and double click the needed case in the
center of the Ipro Eclipse screen. If several cases are listed take any of the following actions to find

the case

Scroll down the list.

Enter any part of the case name in the Search field above the list.

Change the way in which the case list is presented by clicking one of the
following buttons

view601 Table List view

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. Eclipse Meet the lpro Workspace Quick Reference

HOW TO OPEN A CASE

b If you have worked in Ipro Eclipse before double-click a recently opened case in the left pane of

the Ipro Eclipse screen or perform any of the actions above to locate the needed case.

43 TIP Instead of double-clicking a case name you can click
it review the details in the right pane and then dick the

arrow button to open the case.

CHANGING CASES/LOGGING OUT

a Changing Cases

To change from one case to another during a single working session select
Open Case from the Ipro Eclipse button menu at the top left of the Ipro Eclipse
workspace as shown in the figure on the right. Next select the needed case.

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b Logging Out Abou-ýgn

To quit Ipro Eclipse select Sign out under your name in the top right-hand

corner of the Ipro Eclipse workspace.

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powering digital review

SECTION 2

CUSTOMIZING THE WORKSPACE

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Section2 CUStOrnizing the Workspace Table 1 Contents

Topic Pages No.
Customizing the Workspace
10 - 18
Guidelines for Advanced Layouts
10-11
Creating Freestanding Tab or Slideout
Pane 12

Undock Document Details Pane 12

Moving Components 12 - 14

a Moving Components to a Different 12

Region 13 - 14

b Arranging Components within Case 14 - 15

Pane 15
15
Layouts - Predefined 15
15
Working with Slideout Panes 15
15
a Open a Slideout Pane
b Pin a Slideout Pane 16

c Hide a Slideout Pane 16
16
d Hide a Record View Pane 16
e Resizing Workspace Components
17
Working in Case Table
17
a Case Table Basics
b Which Fields Appear in Case Table 17

c Case Records and Documents 18

Navigating in the Case Table 18
18
Viewing Field Content 18

Selecting Records

Working with Columns

a Change Column Size
b Sort the Case Table

c Show/Hide Columns

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Section CUStOmizing the workspace Table 1 Contents

Topic Pages No.
Filtering the Table by Column Data
18 -19
a Add Filters 18 - 19

Filtering the Table by Data Range 20 - 21
20
a Overview about the Timeline 20
b Getting Started with the Timeline
21
c Enter/Select Timeline Dates
21 - 22
Select Range by Dragging in the
Timeline 22

Reset the Timeline

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PRO Eclipse Customizing the Workspace Quick Reference

CUSTOMIZING THE WORKSPACE

Tabs can exist within these regions.

The Documents or related tab is treated as a single component with three panes that can be
expanded/ collapsed case table Record View and Relationships/ Tally panes.

Most tabs can also be freestanding meaning they can exist anywhere within the Ipro
Eclipse workspace within the browser.
The Document Details pane can be undocked freestanding outside of the workspace
including on a separate monitor if you are using dual monitors.

The following figure shows one possible layout in the workspace with four regions and five
panes visible.

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GUIDELINES FOR ADVANCED LAYOUTS

Guidelines for Advanced Layouts are by experimenting in Ipro Eclipse
You can best learn what all of the areas and layout options

using the procedures explained in this section.

The following table explains which components within Ipro Eclipse can be moved.

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IPRO Eclipse Workspace Quick Reference

GUIDLLINLS FOR ADVANCLD LAYOUTS

Advanced Layouts - Moving Components

Component/ Details
Default Location

free-ComponentsCase View left slideout pane
The Case View pane can be moved or
standing within the Ipro Eclipse workspace.

Case Details Dashboard Any item opened from this pane becomes the
Documents active tab in the case pane.

Batches If the Case View pane is moved selecting
Advanced Search one of the items in the pane may redock it on
Analytics optional the left side of the workspace depends on
Reports
selection.

Case Administration

Documents or related tab The active tab in the case pane can be

center moved or freestanding within the workspace.
Tab corresponding to Case
View pane selection

Other components depend-

Rela-ingon what is selected see
If the Documents Batch Search Results
or Analytics tab is selected the case pane
area includes the Record View and

tionships/Tally panes whether collapsed

details or visible. These items cannot be moved

separately but they can be expanded and

collapsed.

If a cluster has been selected the Concept
Wheel tab displays behind the cluster
results. This tab can be moved separately

within the Ipro Eclipse workspace.

Advanced Layouts - Moving Components Continued

Component/

Default Location

Document Details right slide-
out pane
Components

moni-Image
Details

The Document Details pane can be moved
or freestanding within the workspace.
This pane can also be freestanding outside of
the workspace including on a separate

Native Viewer tor when dual monitors are used.

Extracted Text Individual tabs cannot be moved separately.

Production

Transcripts

Tags rightmost slideout pane The Tags pane can be moved or freestanding
Components within the workspace.
Individual tabs cannot be moved separately.
Document Tags
Page Tags

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Eclipse Workspace Quick Reference

CREATING FREESTANDING TAR OR SLIDEOUT PANE

If the needed component is collapsed open and pin it by clicking
Point to the components tab or title bar then drag.
Continue dragging until the item is in the desired location within the browser area then
release the mouse button.
As needed resize the freestanding item by clicking and dragging any

border.

UNDOCK DOCLIMENT DETAILS PANE

Undock Document Details pane from Ipro Eclipse workspace

Complete the following actions to work with the Document Details pane outside of the
Ipro Eclipse workspace including on a separate monitor

The Document Details pane is available when the Documents Batch Search
Results Advanced Search or Analytics tabs is in the case pane.

To detach the pane click in the Document Details pane title bar as shown in the

following Mfigure i
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You can click this button whether the pane is open or collapsed.
Use standard Windows actions to move and resize the detached pane.
to return the Document Details pane to the Ipro Eclipse workspace
click its close button i

The pane will be returned to its default position in the workspace.

MOVING COMPONENTS TO A DIFFERENT REGION

a

1. If the needed component is collapsed open and pin it by clicking

Place the mouse pointer over components tab or title bar then drag.
Continue dragging until the pointer is over the alignment marker of the desired location and
the region is highlighted then release the mouse button. The following figure shows one
example. Note the highlighted region and the alignment markers.
If needed resize the region by dragging its margins.

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1PRO Eclipse Customizing Workspace

MOVING COMPONENTS TO A DIFFERENT REGION

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b

Arrange components within case pane

When the Documents or related tab is the active tab by default in the center case pane Record

View and/or Relationships or Tally panes can be expanded to share the space as shown in the

following example.

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1PRO Eclipse Customizing Workspace

ARRANGE COMPONENTS WITHIN CASE PANE
b

Take any of the following actions as needed to do your work

Collapse or expand different panes by clicking the or z

Increase the size of a pane by dragging its separator.

Use the Arrange Views button in the center of the separator bar

between the Record View pane and other pane Documents Batch

etc. to lay out panes as follows

Buttons Use

.. Switch the order of panes from top to bottom or from
left to right depending on current pane arrangement.
or
Stack the panes or arrange side-by-side.
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LAYOUTS - PREDFFINF.D

Predefined Layouts

Ipro Eclipse allows your administrator to define three layouts for each case
to assist you in the review process. Check case instructions or with your
administrator for details on using predefined layouts.
Select a predefined layout from the main Ipro Eclipse toolbar as shown in
the figure below. In this example the Default layout is currently selected and

the user is about to select the Review Record Mode layout.

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IPRO Eclipse Customizing your Workspace Quick Re erence

LAYOUTS - PRLDLIINL.D

Notes

Different Ipro Eclipse tabs Documents Search Results etc.
may have different layouts.
You can make changes to customize a predefined layout using the methods described in
this section. Changes you make are personal changes they do not affect the predefined

layouts.

When you sign out of a case the layout in effect whether predefined or customized is
saved as a user preference and will be used when you open the case. Some items cannot
be saved such as an undocked pane that is in the workspace.

WORKING WITH SLIDLOUT PANLS

a Open a slideout pane

To temporarily show the contents of a slideout pane Case View Document Details or Tags click

the item of interest. The pane will remain open until the pointer moves off of the pane.

b

Pin a slideout pane
To keep a sli deout pane open
pin the pane in place. first click the item of interest then click v to

c

Hide a slideout pane

To hide a slideout pane that has not been pinned moue the pointer to another
area of the workspace.

To hide a pinned slideout pane click 13.

d

Working with the Record View pane

To show Record View click the corresponding _.. To hide it click Other

actions are discussed in Arrange components within case pane on pages 13-14.

e Resizing Workspace Components

Different areas in the workspace such as the Tags tab or Record View pane
can generally be resized by positioning the mouse pointer on the edge of the

item to be resized until the pointer changes to or I depending on the
location of the item then dragging.

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IPRO Eclipse CaseTable Quick Reference

WORKING IN CASE TABLE

a Case Table Basics on pages 8 -

Once you have opened a case or batch as explained in Customizing your Workspace

9 you can work with the data in the case table as explained in this section.

Activities apply to the Documents Batch and Search Results tabs including Smart Folders and

Analytics Clusters/Categories.

The following figure shows typical data you may find in the case table. In this
example the actions menu is expanded.

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b Which fields appear in the case table

When you first log in to a case the fields defined by the default coding form comprise the columns
in the case table. If the coding form does not include fields the BEGDOC field displays.

c Case records and documents

The case table is the mechanism by which you access case documents and the individual pages of
documents. Each record in the case table represents a case document. When a record is selected
the corresponding document and related views may be presented in the document pane in the
following tabs

Image The image TIFF file if it exists.
Extracted Text Text of the document used for OCR.
Native Viewer Native version of the document if these versions exist.
Production Produced versions of the document if it exists.

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IPRO Eclipse Records in Documents Tab Quick Reference

NAVIGATING IN THE CASE TABLE

To navigate through all records and see all record content use any of the following methods

Use the case table navigation bar as shown in the
figure below.
Press the PgUp or PgDn key to scroll up or down
within a record set. A record set is whatever is
contained on the Documents or related tab and
can range from 25 - 1000. There may be a slight
pause as you scroll in the record set.
Press the up and down arrow keys to change your selection one record at a time.
Use the vertical scroll bar. There may be a slight pause as you scroll.
Use the horizontal scroll bar tab to view all table columns.

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VIEWING FIELD CONTENT

Content in fields with large amounts of text may be truncated and end with an
ellipsis. To view all content

Make the case table area larger by changing the workspace layout. See
Arranging components within case pane pages 13 -

14 for details.

Change column size visibility and/or order as explained in Working with Columns on

page 18.

Use the Record View pane if your administrator has configured coding forms that include the
needed field. To access that tab see Working in the Record Vie Pane on page 29.

SELECTING RECORDS

To select a single record click the record in the case table. Field data will appear in the Record View
pane and corresponding documents will appear in the Document Details pane.

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IPRO Eclipse Records Documents Tab Quick Reference

WORKING WITH COLUMNS

Columns the fields included in the case table can be manipulated in the following ways. Some
activities require specific permissions. After you open a case or batch of interest complete the

following procedures as needed.

a

Change column size

To change column width
1. Place the mouse pointer on the column boundary. The cursor changes to

2. Drag the column boundary to the left or right to change the column width
as needed. Up to 200 characters will display in a field data will wrap if it
contains spaces.

b Sort the Case Table

To sort a column right-click the column heading and select Sort Ascending or
Sort Descending from the resulting menu.

To return the case table to its original sort order after sorting right-click and
select Clear Sorting.

c Show/ hide and Organize Columns

To show and organize columns in the case table
Right-click in a column heading and select Grid Display Options.
In the Field Selection dialog box evaluate the fields that are currently shown and hidden
and their order. Continue with the following steps as needed.
Double-click fields or use the arrow buttons to move individual fields from the Available
Fields to the Displayed Fields list or vice versa. Fields added to the Displayed list
are placed at the bottom of the list.

FILTERING THE TABLE BY COLUMN DATA

a Add Filters

To filter data based on column data
Open the needed case or batch. Optionally perform a search.
Optional Show or hide columns as explained on page 18 so that the

displayed content matches your needs.

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Eclipse Records in Documents Tab Quick Reference
I

FILTERING THE TABLE BY COLUMN DATA

a Add Filters

In the heading of a column you want to filter click T
In the resulting search box enter the needed term or phrase. Note

- This search is not case sensitive.

- This search uses the CONTAINS operator.
- Wildcard support An asterisk
can be used to represent zero or more
characters.

The following figure shows that the case table will be filtered to show only
documents for which the Name field contains akers.

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To filter by the single column click the arrow.

To filter by one or more additional columns

a. Click the plus sign for each additional column.

b. When all filters have been defined click Apply Filter above the case
table. Note

Filters on different columns are treated as AND statements.

Applied filters appear above the case table as shown in this example

Nameakers Subjacttakeocr

8EC1XX BEjAII Name Subject

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wll/1.aIAý.NA14rM1M1MMArM ýaAAAýsý Mýseý..ýýfýea

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. Eclipse Records in Documents Tab Quick Reference

b Remove Filters

XTo remove a filter click in the filter box above the case table.

FILTERING THE TABLE BY DATA RANGE

a Overview about the Timeline

The timeline provides a simple way to filter the current document set based on a date range.
See the following figure. The dates presented in the timeline are based on the DOCUMENTDATE

field. This field is populated with the dates in your case such as calendar/ email dates Appointment
Start Time Sent Date Date Created Date Modified fields and/
or document dates Date Created Date Modified fields.

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The graph is a general representation of the number of documents found for each date. If
your case has a very large date span for example 10 years or more the timeline graph
may not be visible initially. Use the procedures in this topic to change the date range for the

timeline.

The details provided along the X axis bottom of the timeline vary depending on the size of
the date range-from years for large ranges to hours for small ranges.

b Getting Started with the Timeline

To work with the timeline
Open the needed case. If needed open a batch perform a search or open

a folder to list the documents of interest.

Optional Show or hide columns as explained on page 18 so that the
displayed content matches your needs.
Determine the date range you need to view

Review the timeline which initially shows the complete date range for the selected
document set.
Review the documents in the document set.

Continue with any of the following procedures to work with the timeline.

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IPRO Eclipse Records Documents Tab Quick Reference

c Enter/select timeline dates or selecting the dates of interest

To change the date range by entering

Complete Getting started with the timeline on page 20.

The date-entry fields are on the left side of the timeline as
shown in this figure. The top field is the starting date and the
bottom field is the ending date. Either enter or select the
needed dates in these fields. Note

- To enter dates use the format MM-DD-YYYY.

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In the previous example the date range entered is for the years 2002 -

2004. Once a range is entered it is indicated on the timeline by a gray bar.
for-wardone month at a time.
- To select a date from a calendar click and click the date of interest.

Use the arrow buttons in the calendar heading to scroll backward or

Click Apply. The timeline will change to show only the details in the
selected range and the case table will list only the documents with dates in the range.

The timelines start/ end dates will match the actual starting and ending dates of the range if they
differ from the dates you entered. For example the earliest date in the previous example was

01-02-2002so the starting date would change accordingly.

SELECT RANGE BY DRAGGING IN THE TIMELINE

Instead of or in addition to entering/ selecting dates you can drag in the
timeline as follows

Complete Getting started with the timeline on page 20.

Point to the timeline in the general area you want

to select until the pointer changes to a plus

sign. A tooltip will indicate the date

corresponding to the pointer location as

shown in this example.

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-%-A. 16--t

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I PRO Eclipse Records in Documents Tab Quick Reference

SELECT RANGE BY DRAGGING IN THE TIMELINE

Drag right or left as needed to define the range of interest.
When you stop dragging release the mouse button the selected range
will be shown as a gray bar in the timeline for example

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l

If the range is correct Otherwise complete either of the following steps to refine or change the

selected range.

To move the selected start or end date point to the edge of the gray bar

until the pointer changes to .-. Drag the start/end date to the needed to
location on the timeline. This exam pi e shows that the end date is going

be changed

J.11v 0WLN __. 1. J_ 1UGJ
201

To move the entire range to a different set of dates point to the inside of

the gray bar until the pointer changes to then drag the gray bar to the
Menneeded location on the timeline. stop dragging the range will
you

change to the new location/dates.

When the date range meets your needs click Apply. The timeline will change to show only the
details in the selected range and the case table will list only the documents with dates in the range.

Review the timeline and documents corresponding to the date range.

RESET THE TIMELINE

After the timeline is modified it can be reset to match the original entire
document set-simply click

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jit nc rtYn soM Gory

Cli0
powering digital review

SECTION 3

HOW TO DO

MASS ACTIONS

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Section i to 1 Mass Actions Table 1 Contents

Topic Pages No.

Multiple Document Mass Actions 23
23
a Copying Record Data
b Multiple Document Mass Actions 23
23
c Exporting Data for Multiple Records 23

d Select the Records to be Exported 24

Exporting Data for Multiple Records 25 - 26
25 - 26
Printing Multiple Documents 26 - 27

a Print Multiple Documents 27
b Options Tab
28
Printing Annotations
28 - 29
Printing Redactions 29 - 30

Printing SlipSheet Tabs

Endorsements Tab

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IPROEclipse MassAcitionsMultiipkDocu ments Quick Reference
MASS ACTIONS

a Copying Record Data

To copy data for a single record in the case table

As needed show or hide columns as explained on page 18 so that the displayed content
matches your needs.

Click the row of interest and then press CtrlC.

In an appropriate file such as a text or spreadsheet file press CtrlV to paste the
copied row.

b Multiple-Document Mass Actions

Ipro Eclipse allows users with appropriate permissions to perform any of the following actions
based on selections made in the Documents or related tab

Export data for multiple records
Tag multiple documents
Print multiple documents
Globally replace field content

c Exporting Data for Multiple Records

Log in to Ipro Eclipse and open the needed case or batch.

In the Case View pane click Documents.
Optional Display a specific subset of records by performing a search opening a Smart
Folder filtering on one or more columns or selecting an Analytics cluster or category.

Batches only If you are working in a batch select the scope of listed documents in the
Documents from list.

Hide columns containing data you do not want to export. See Show/ hide and organize
columns on page 18 for details.

On the Documents or related tabs toolbar click actions to show the
mass actions toolbar.

d Select the Records to be Exported

To export data for all records in the current set entire case batch
search results etc. select All from the menu in the mass actions

toolbar

To export data for some but not all records select needed
records in the case table as shown in the figure on the right.

Select Checked from the menu on the mass actions toolbar. In
the following example 25 documents are being selected.

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ýIPROEclipse Mass Actions MultipkDocuments Quick Reference
MASS ACTIONS - EXPORTING RECORDS

Exporting Data for Multiple Records

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From the adjacent menu select Export then click Submit.
In the Export to File dialog box

Output type select CSV or DAT File.
CSV only select an encoding type Unicode ASCII or UTF8.

Click OK.

In the Save As dialog box enter a name for the file navigate to the
location where the it should be saved and click Save

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P Eclipse Mass Actions Multiple Documents Quick Reference

MASS ACTIONS - PRINTING DOCUMENTS

a To Print Multiple Documents

Getting started

Log in to Ipro Eclipse and open the needed case or batch.
In the Case View pane click Documents.
Optional Display a specific subset of records by performing a search opening a Smart
Folder filtering on one or more columns or selecting an Analytics cluster or category.
Batches only If you are working in a batch select the scope of listed documents in the
Documents from list.
Optional Sort the case table. Documents will print in the order shown in the Documents
or related tab. See Sort the case table on page 18
for details on sorting.

In the Documents or related tabs toolbar click actions to open the mass

actions toolbar.

DOCUMENTS AI D

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Select the documents to be printed

To print all documents in the current set entire case batch search results etc.
select All from the mass actions toolbar.

To print some but not all documents click the options on the left side of the
needed records in the case table.

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P.s Eclipse MassActions Multiple Documents Quick Reference

DOCUME TS All documcut

SChecked M Author Subject Warni
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MASS ACTIONS - PRINTING DOCUMENTS

Select Checked from the menu above the case table. From the adjacent menu select

Print then click Submit.

Continue defining the print job as explained in the following topics
Options tab on page 26

Slip Sheets tab on page 28-29
Endorsements tab on page 29

When all aspects of the print job are defined click Print. If a color printer is being used all colors

will be maintained.

MASS ACTIONS - PRINTING DOCUMENTS

b Options tab

Continue defining the print job on the Options tab as follows

Select the needed Printer and Paper Source. As needed click Properties to select

printer-specific options.

To print only original images ensure that Original Images is in the Selected list If
original images are missing they will be skipped in the print job.

To print images from only a single production set click it in the Available list it will be
added to the Selected list. Remove Original Images from the Selected If
images are missing from the list.
production set they will be skipped in the print job.

To print images from more than one image set to minimize or eliminate
the number of missing images complete the following steps

Add all image sets original and production from which images may be used to the

Selected list.

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Eclipse Mass Actions Multiple Documents Quick Reference

MASS ACTIONS - PRINTING DOCUMIýNTS

Review the selected image sets if any set is not needed click its

check-boxin the Selected list to move it to the Available list.

Review the order of image sets. The order in the Selected list

deter-mineshow Ipro Eclipse finds a document to be printed.

To change the order of image sets in the Selected list click the
name of an image set to be moved then click the up or down buttons until the
image set is in the needed position. Repeat to move other image sets until the list
is in the needed order.

MASS ACTIONS - PAGECOUNT

To Calculate page count needed.
To evaluate the size of the print job click Calculate. The total number of

pages displays to the right of the button. Adjust the size of the print job if

MASS ACTIONS - PRINTING ANNOTATIONS

Original images only reviewers annotations embedded text highlighting actions to change
and/or mark-ups will be printed by default if they exist. Take any of the following

annotation settings

To remove all annotations in original images from the print job clear the
Print Annotations option.

To remove individual annotations in original images from the print job click each
annotation to be removed.

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I PRO Eclipse Actions Multiple Documents Re erence

MASS ACTIONS - PRINTING REDACTIONS

Original images only all redactions will be printed in solid format by default take any of the
if they exist. If you have the permission to modify/delete other users redactions
following actions to change redaction settings

To remove all redactions in original images from the print job clear the
Print Redactions option.

To remove individual redactions in original images from the print job
click each redaction to be removed.

To include one or more redactions that are not listed click it the
Redactions area and select the needed redactions.

To change redaction format select the needed format from the list below
the redactions list. In this figure the Crosshatch format is being selected.

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Define other aspects of the print job using the procedures described in this

Orsection. click Print if the print job is ready.

MASS ACTIONS - PRINTING SLIP SHEETS TAR

Slip Sheets tab
A slip sheet is a separator page between documents. If printing a single document a slip sheet
allows you to include a cover sheet with document- specific detail. To include slip sheets in your
print job

In the Print dialog box click the Slip Sheets tab.

Select the Print Slip Sheets option.

If needed select a specific Paper Source for the slip sheets.

For a plain slip sheet click the Blank Page option.

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Eclipse e Multiple Documents Quick Reference

MASS ACTIONS - PRINTING SLIP SHEETS TAB

To include document-specific information in the slip sheet
Click the Fields/ Custom option and repeat steps listed above.
To include a custom message enter it in the Custom Text field.

To include field content in the Available Fields list select the fields to be included in the
slip sheets.

To include tags from selected tag groups in the Available Tag Groups
list select the groups to be included in the slip sheets.

Define other aspects of the print job using the procedures described in this

Orsection. click Print if the print job is ready.

MASS ACTIONS - NDORSI MENTS TAB

Endorsements are document details printed in the header and/or footer of
documents in the original image set.

To include endorsements in your print job
Click the Endorsements tab and continue with the following steps.

To include field content in each documents header and/or footer

Click the Data Fields tab.

Select one or more fields to be included in a specific area in the header

or footer.

At the bottom of the fields list select the location where the
fields should be printed as shown in this example.

Click Map Endorsements.

Repeat these steps to include other fields in other
locations.

To include tag details in the header or footer click the Tag
Options tab selecting tags instead of fields.

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I PRO Eclipse Mass Actions Multiple Documents Quick Reference

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To include a custom message in the header or footer
Click the Custom Text tab.

aClick in the custom text area and type the information single line to be included.

At the bottom of the custom text area select the location where the custom text should be
printed

Repeat these steps to add custom text to other locations.

Review your endorsements. If changes are needed
For an area containing endorsements on multiple lines change the order

of the lines by clicking an item and clicking the corresponding arrow up or arrow
down button to move the line up or down respectively.

To remove endorsements in a particular area click Clear for that area.

To remove all endorsements click Clear All.

Define other aspects of the print job using the procedures Ordescribed in this section. click Print

if the print job is ready.

RECORD VIEW PANE

a Overview about the Record View Pane

The Record View pane in Ipro Eclipse presents the field content for a single record. This view
is typically used to for data review and editing fields coding.

1616873 30 Revised 00/00/0000

nV9vsr c r4Ymarx-n aoutor

ClI

powering digital review

SECTION 4

WORKING WITH RECORDS

RECORD VIEW PANE

1616873 Revised 00/00/0000

Section Working Records/Record View Pane Table of Contents

Topic Pages No.

Record View Pane 31 - 38

a Overview about Record View Pane 31
b Record View Pane Activities 31
31
c Editing Limitations 31

d Viewing Field Content 32

Editing A Record 33 - 35

Working with Document 33
33
Relationships
34 - 35
a Overview about Relationships
b Where Relationships Information 35 - 36

Appear Details 36
36
c Reviewing Relationships
36 - 37
Working with Document History 36 - 37

a Viewing Document History 37 - 38
b Filter Document History 37 - 38

Tallying Column Data 38

a Overview about Tally Function

Tallying a Column Case Table

a To Tally a Column in the
b Exporting Tally Results

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1PRO Eclipse Record Yiew Pane Quick Reference

RECORD VIEW PANE

b Record View Pane Activities

The following activities occur in the Record View pane

Selecting the coding form needed for the activities to be performed.

The coding form determines which fields appear in the Record View pane which tags are
available in the Tags tab and whether rules specific to fields or tags apply.

Viewing field content in the coding form.

Editing fields in the coding form common editing functions for field-level

data and/or applying tags to the selected document.

c Editing limitations
Several system fields cannot or should not be edited for example BEGDOC BEGATT the
EXTRACTEDTEXT field which will not appear in Record View pane Enterprise Imaging-related

fields and others that are automatically identified or calculated such as the HASIMAGE field.

d Viewing Field Content

To review field content in the Record View pane

Log in to Ipro Eclipse and open the needed case or batch.

In the Documents or related tab select a record of interest.

If Record View is collapsed expand it resize if
needed.

Select the coding form containing the fields to be
reviewed from the coding forms list as shown in
the example below.

Evaluate field data. As needed

Scroll to view all fields.

If some field content is truncated point to the field to view the content in
a tooltip.

Default - acr n.

_.el T.a. Reve

1616873 31 Revised 00/00/0000

1PRO Eclipse Record View Pane Quick Reference
EDITING A RECORD

Log in to Ipro Eclipse and open the needed case or batch. Folder or select a
Locate the needed record. If needed perform a search open a Public
cluster or category in Ipro Eclipse Analytics to find the record.

In the Documents or related tab select the record of interest.

If the Record View pane is collapsed expand it resize if needed.

In Record View select the coding form containing the fields to be edited from the coding
forms list see previous figure.

If auto-saving is configured for the form and you want to save changes automatically click
actions and select the Auto Save option. Auto-saving

applies to both field edits and tagging.

If the coding form includes a large number of fields limit the form to a specific field or all fields
with common content in their names

Click actions to access the field search function.

In the search box enter all or part of the field name.
For batches only If you are working in a batch select the scope of the search in the
Documents from list.

If the search does not run/update automatically click the circular arrow.

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1616873 32 Revised 00/00/0000

IPROEdipse 11

WORKING VVITH DOCUMENT RI-LVTRNSHIPS

a Overview about relationships

In Ipro Eclipse document relationships include the following types of information
for each document

Family documents Based on the content of the BEGATTACH field. The exact details
provided in Ipro Eclipse for this relationship are configured by your administrator.
Duplicate documents Based on the content of the MD5HASH field. The exact details
provided in Ipro Eclipse for this relationship are configured by your administrator.
Document history Record of the various actions taken on the document such as
tagging and field edits.
Near Duplicates and/or Email Threads If Ipro Eclipse Analytics is installed at your
site your administrator may configure either or both of

these types of relationships.

b Where relationship information appears

Relationship details are presented in the bottom of the case pane area which includes the
Documents Batch Search Results or Analytics tab and also the Record View pane as shown in
the following figure.

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1616873 33 Revised 00/00/0000

IPRO Eclipse Record View Pane Quick Reference

WORKING WITH DOCUMENT REIATIONSHIPS

c Reviewing Relationships Details

For access to any of the types of relationship information

Log in to Ipro Eclipse and open the needed case.
In the Case View pane select Documents a batch a folder or Analytics.
Optionally perform a search for needed documents.
Select a record of interest.

If the pane title is not RELATIONSHIPS click the title and select Relationships as shown in this

figure

Kelatýrsýýýf A11
Tally

If the Relationships pane is collapsed expand it by clicking the button on the right side of panes
title bar or dragging the top of the pane up.

viewTo change the current view click the sbutton as fellow

- Change from tale view to summary tile view.

- Change from the summary view to table view.

To see relationship details

If in tile view click the relationship tile of interest.
If in table view complete the next step.

1616873 34 Revised 00/00/0000

s Eclipse Record View Pane Quick Reference

WORKING WITH DOCUMENT RELATIONSHIPS

Select the needed relationship from the Relationships menu as shown in this figure below. In this
example Document History is being selected.

To perform actions on or view details of related documents whichever relationship has been chosen

Double-click a record in the Relationships pane. Related documents will be listed in the

top pane Documents Search Results or whichever tab was active.

View details for the related documents apply tags or take whatever action is needed.
When finished working with the selected set of related documents click Return to

Document Set in the Relationships pane. Contents of the top pane Documents Search

Results or whichever tab was active will return.

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DocumentHismty Example

VIEWING DOCUMENT HISTORY

a Overview

Document history provides a record of certain actions made for each document during the current
working session. History is persistent and includes actions made by all administrators/users.

Actions that are recorded in document history includes
Administrative actions

- Importing or creating new records for a case
Overlaying record data with new data file paths global replace

Reviewer/user actions
-Editing field content Applying document tags individually or by tagging search results

- Applying redactions Adding annotations Viewing a document any tab in document
details pane

1616873 35 Revised 00/00/0000

IPRO Eclipse Record View Pane Quick Reference

VIEWING DOCUNILNT HISTORY

To view document history

Complete Reviewing Relationships Details on page 34 selecting Document History.

History details are listed by user and date/time.

As needed filter the history by completing Filter Document History on
page 36.

To view specific details for a particular entry in the Document History

-pane click eryDetails for one can be viewed at a time.

b Filter Document History document history

Complete the following procedure to filter

Open the Document History pane as explained in the previous procedure.
To sort the details click a column heading by which you want to sort.

To fi Iter details locate column by which you w ant to filter the list and
click the funnel button as show n ni this figure.

To select from existing column entries select one or more options in
the top part of the Filter dialog box then click Filter.

TALLYING COLUMN DATA

a Overview about the Tally function

Tallying a column displays the total number of instances of a value in a selected
field. The following figure shows a portion of results in the Tally pane.

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1616873 36 Revised 00/00/0000

IPRO Eclipse Record View Pane Quick Reference

TALLYING COLUMN DA-ITA

CC Names Tally
Count
Bob Smith
Bob Smith Alice Franklin Bob Smith 1

1

In the example above even though Bob Smith appears multiple times the field content does not
match exactly for the two records

You can use the tally function in any tab in the case such as Documents or Search Results.

TALLYING A COLUMN

a To Tally a Column in the Case Table

Log in to Ipro Eclipse and open the needed case.

In the Case View pane select the Documents or Search Results etc. tab.
Locate the column to be tallied. Resize components in the
Ipro Eclipse work- space and/or scroll horizontally in

the case table if needed.

Right click the column heading and select Tally.

DATEIf the field being tallied is in a field select how

you want the data tallied then click OK.

In the following example YEAR is being selected.

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w.

After the Tally pane opens in the lower part of the case pane evaluate the
results. Counts for each unique result are displayed.

As needed
Click one of the results to see all matching records in a Search Results tab.

1616873 37 Revised 00/00/0000

rr TAGS. Quick Reference

Eclipse

TALLYING A COLUMN

Click Sort by Name to sort the results by name. Click this button again to reverse the

sort order.

Click Sort by Count to sort the results by the number of results. Click this button

again to reverse the sort order.
Click Clear to remove results from the Tally pane.

IXPORTING TALLY RESULTS

b Exporting Tally Results

To export contents of the Tally pane to a. CSV file

2. Complete Tallvin Columnon page 37.

3. Click Export to CSV.
4. Complete the Save As dialog box.

TAGGING DOCUMENTS

a Overview about Tags

One of the primary activities when preparing documents for
discovery is applying tags. A tag is a type of marker that allows
you to categorize and identify specific document characteristics.

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Tags appear in two tabs in the Tags pane Document Tags and
Page Tags.

1616873 38 Revised 00/00/0000

mro rr.ýc rtamxx-n aot tor.

Clip.w digital review

SECTION .

TAGS

1616873 Revised 00/00/0000

Section 5. TAGS Table of Contents

Topic Pages No.

Tags 38 - 46

a Overview 38

Types of Tas 39-40

a Public / Private 39
b Document/Page 39
40
c Nested
40
Tags and Related Documents
40 - 42
Tag Rules 41
41
a Tags and coding forms
b Coding form-based rules 41 - 42
c General Tagging Preparation
42 - 43
Simple Document Tagging 42

a To tag individual documents or search 42
43
results
44
b Tag a single selected document 44
c If a coding rule is in effect 45

Mass Tagging 45
46
a Tagging multiple documents
b Selected documents

Making Use of Tags - Common Uses

a Searching for tagged documents

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1PRO Eclipse TAGS Quick Reference

Types of Tags

a Public and private tags

Ipro Eclipse includes public and private tags.
Public tags are visible to anyone who has permission to access a particular case or review batch
and also has the permission to view tags. Tags are presented in logical groups in the Tags pane
in the Ipro Eclipse workspace.
Private tags are created by individual users for personal use. Private tags cannot be seen by
anyone other than the user who creates them.

b Document and page tags

With the correct permissions tags can be applied at the document level and/or the individual page
level. The same tags exist in both the Document Tags and Page Tags tabs which type is applied
depends on which tab is selected. The following figure shows the pages for a multi-page document.
If you have the page tags permission and the case is defined to allow page tags you will evaluate
and apply tags to each page separately if you do not have this permission you will apply tags to
each document.

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