Batch Review Sets in GoldFynch

GoldFynch lets you set up Batch Reviews to divide or outsource a subset of documents from a case to be reviewed. You can use it to keep track of the number of files you and your collaborators have reviewed, or you can use it to hand over a portion of the case to an external party like an outsourced managed review service. Batch reviews function like a static version of the navigation context

Batch reviews can be set up using either tags or saved searches.

Note: Before creating a batch review set you will need to do one of the following:

Step 1. Click on the Review Sets button in the left pane

Go to the review set page

Step 2. Click on the +Create New Review Set button on the top-right corner of the screen

Create new review set

Step 3. Enter a name for the review set

Setup a batch review

Step 4. Select the By Saved Search option to build the batch review set

Step 5. Select a saved search from the drop-down list

Select a saved search

Step 6. Check the Yes, expand families checkbox if you would like to include child files in a file's family where present. An attachment to an email is an example of a child file.

Step 7. Click on the Create button

Once a review set is saved it will be visible on the Review Set screen

Create a Batch Review Set (Using Tags)

Alternatively, you can create a batch review set using Tags.

Execute Steps 1 - 3 as described above in the Create a Batch Review Set (Using a Saved Search) section

Step 4. Select the By Tag option to build the batch review set

Create a review set using tags

Step 5. Select the tag you would like to create the review set for

Choose a tag for the review set

Step 6. Check the Yes, expand families checkbox if you would like to step through child files in a file's family where present

Step 7. Click on the Create button

Note: Hidden tags can also be used to create a review set

Accessing Review Sets

Step 1. Click on the Review Set button in the left navigation pane

Step 2. Click on the folder icon against the review set you would like to step through. You will be taken to the most-recently reviewed document in the review set.

Select review set to step through

Alternatively, you can click on the review set drop-down menu found in the top-left portion of the Document viewer and select an existing review set from there.

Open review set from the document viewer

Using Review Sets

When you access a review set the document viewer will be displayed with the most-recently reviewed document in the review set. The left panel of the document viewer that usually displays the Navigation Context will now display the open review set and will provide the following information:

You can use the backward (<-) and forward (->) arrows found at the top of the file listing in the left pane to step through the documents in the review set.

Using the document viewer for reviews

Note: Files get marked as reviewed and covered when you move from one document to the next using either the arrows or the Previous Document and Next Document text. If you click on a file that has not been reviewed yet, it will open in the Document Viewer but will not count as being reviewed or as part of the coverage immediately.

Reviewing File Families

While creating a review set if you chose to include file families, then the batch will have an indicator next to it when it is displayed in the Review-set view.

Review sets with expanded families

For review sets where the file families have been expanded the system displays the hierarchy of files in the batch and puts the child files immediately below the parent file. This file organization means that you can immediately step from a parent file like an email into its attachments without needing to pull up additional windows or create separate review sets for them. The left panel in the image below shows what the breakdown will look like.

Navigation for review set with child files