We've added a more flexible way to apply redactions to documents. Now, when redacting text (or dismissing a suggested redaction) you can choose exactly where it should be applied:
Just this selection (our existing default behavior)
Everywhere it occurs in the current document (✨new!)
Everywhere it occurs in all in-scope, unfinalized documents in the case (previously the "apply to all case documents" toggle).
In real-world workflows like DSARs, context matters. You might need to redact a person's name in some documents, but leave it visible in others. For example, if the requester included another person's name as part of the scope their request you'd likely want to leave it unredacted in that document, but redact it elsewhere in the case. Now with per-document scope, you can handle these situations without over- or under-redacting.
The "apply to" dropdown has replaced the "apply to all case documents" toggle.
When triaging a large number of documents for relevance, one of the highest impact actions you can take is a rules-based approach to excluding files. We now support the ability to use boolean and other logical operators when constructing search queries, which greatly increases your ability to exclude files in bulk. For example, in the context of an employee DSAR you may want to start by excluding all files that do not contain known variations of the employee's name.
Click the "Advanced" button in the search bar to use boolean operators to build more complex search queries.
Here's a quick guide to some of the new options you have for searching in advanced mode.
We've made a number of improvements to our table filters that make it easier to understand which filters are currently applied and ensure that you don't lose your table configuration when navigating between the table and individual documents.
The new active table filter state in dark mode.
Filter design and experience is now consistent across all fields.
Filters that are currently active now show in a different color and provide a preview of the active filter value.
Filters are easier to remove by clicking the X button.
Some less commonly used fields have been moved to a "More Filters" section, including the "Has Open Comments" filter and the "Show Duplcates" filter.
The reviewer filter is now a multi-select field, allowing you to select multiple reviewers at once.
Switching between the documents and emails tab will no longer reset the table filters.
When navigating away and back to a table, you will land on the same page of results that you were previously on.
We've upgraded our deduplication system to be smarter and more transparent.
Deduplication is a powerful tool for speeding up document review. eDiscovery searches conducted in IT systems like Microsoft Purview often yield coarse, heavily duplicated results. This is particularly true for cases where multiple employee inboxes have been exported. Our deduplication system reduces this clutter and ensures that you only have to review a given file or email once.
You’ll now get clear indicators when a file is flagged as a duplicate, making it easier to understand what’s happening during processing.
We'll also attempt to identify duplicates prior to upload, helping reduce storage use and avoid filling your case with unnecessary files.
Duplicates are marked as out-of-scope and hidden from the file list, but you can easily review them by turning on this toggle.
Files are deduplicated based on their contents, so even if the file name has changed it will still be detected as a dupe.
You can now export a draft version of your case to make redaction review easier and more collaborative.
Draft exports display your redactions as red outlines, clearly showing what’s been marked without actually removing the underlying content. Comments are also included, so reviewers can see the context behind each redaction decision.
Our new draft export.
This new export option is available on our redesigned Export page, currently in beta.
Access the new export page by clicking the case export button.
The new export page will be the future home of all case exports. It keeps a history of every export you generate, making it easy to refer back to earlier work and keep track of who has generated exports. It also includes enhanced export options, allowing you to do partial case exports based on document status.
You can now upload CSV files and have them automatically rendered as a data table. We've also added support for legacy and macro-enabled excel files that end in .xls and .xlsm.
We've added a "grabber" or panning mode to the document viewer. This is particularly useful when working on a file with very large dimensions where you need to zoom in a bunch to work with the text.
When viewing a document, the document is now the only scrollable element on the page. Previously there could be multiple scrollbars for different parts of the page, which made it annoying to navigate within the document.
Occasionally certain words could not be selected when creating a comment or manual text redaction. Text selection should now be much more reliable and consistent.
You can now exit area redaction mode by clicking on the area redaction button.
Creating an area redaction while a document was open in multiple tabs would occasionally make the document fail to finalize. This has been fixed.
When deleting a policy that is attached to a case you will now receive an error message explaining why you are unable to delete the policy.
When using the "Select All" checkmark in the file list, you will now see an option to select ALL files in the case, not just the files on the current page of results. This functionality works with filters as well, allowing you to select and take bulk actions on all documents/emails in the case that match a certain filter criteria.
When working on a large stack of documents or emails, it is important to be able to navigate quickly between files. We've made some improvements to how we handle document transitions to faciliate faster navigation between files in a stack.
When clicking the next/previous buttons, you can now rapidly click between files, previewing the titles without having to wait for the entire document to load. If you already know which file you're going to, you can now jump directly to a file by clicking on the number indicator and typing in the file number.
This update also includes a small quality of life improvement to the document information panel, which displays various metadata about the current document and case. The policy name will now link you directly to the policy that is being used for the case... helpful if you need to quickly check the policy or make any changes.
Occasionally, new users aren't able to receive their invite emails due to corporate email filters. Admins can now copy a user's unique invitation link from the member management page. This link can then be shared with the user directly so they can complete the signup process.
Our invitations expire 7 days after being sent. If a user didn't sign up within this time, you can now resend the invitation with one click from the member management page.
We made navigating from one file to another much faster and now display which filters and sorts you currently have applied when navigating across a stack of files.
