Empower your review process by effortlessly assigning tags and custom issue codes to individual pages or entire documents, ensuring meticulous organization and seamless categorization.
Confidential and Privileged Tags, and custom Issue Codes are powerful tools built into DocReviewPad. Together, they allow you to identify what matters in your case and why it matters. Issue Codes allow you to quickly locate any document by viewing the issue to which it pertains, and Tag allow you to exclude documents that are Confidential or Privileged from any export or production.
Tags
DocReviewPad has built-in Tags that are pre-labeled Confidential and Privileged. You can apply Confidential and Privileged Tags to documents or individual pages. After applying a Tag to a document or page, those documents or pages will be excluded from any production or export, unless you choose to include them.
In addition, when you choose the Confidential Tag, the word “CONFIDENTIAL” will be prepended to Bates Stamp on the corresponding confidential page or document.
Issue Codes
Custom Issue Codes can be used to help identify what is relevant in your case, and why it is relevant. Issue Codes are limited only by color. There are currently six available colors you can choose to associate with your Issue Codes, however, there is no limit to the number of Issue Codes you create. A best practice is to assign colors to broad categories, and then use the Issue Code name to narrow your specific issue. For example, you might select the color yellow to identify Issue Codes pertaining to expert witnesses in your case. Then, in a case with eight experts you would have eight yellow Issue Codes, each with a different name (e.g. Ms. Doe, Mr. Bloggs, etc.).
Create a new Issue Code in your Case File by selecting a document from your documents list, and selecting the Tag/Issue Code button at the top of the document preview screen. You’ll see the built-in Tags at the top of the popover. At the bottom of the popover, select the “+” button, give your Issue Code a name, and choose a color. The Tags/Issue Codes button also allows you to edit the name and color of your Issue Codes after they’ve been created. Apply Issue Code(s) to a document by selecting the Document button next to the Issue Code(s) that apply, or apply Issue Code(s) to a page by selecting the Page button next to the Issue Code(s) that apply.
As you review documents on an iPad, you can use touch gestures. Swipe side-to-side to turn the pages of your documents, or swipe up or down to view the next or previous document. Using touch gestures, you can quickly apply Tags and Issue Codes. Select the Speed Review tab to pin the Tags/Issue Codes popover to the sidebar on the left-hand side of the screen. Then, select or deselect the appropriate Tags and Issue Codes for each page or document as you review with touch gestures.
You can view all your results, including any annotated documents, by using the Tags/Issues tab at the bottom of the documents list. This tab also allows you to quickly select and export all documents associated with annotations, Tags, or Issue Codes.
How to make Tags and Issue Codes work for you
1) Tag documents Confidential to quickly add “CONFIDENTIAL” to every Bates Stamp on the document. Tag a page to add “CONFIDENTIAL” to only that page.
2) Use the filter in the Tags and Issue Codes popover to view most used Issue Codes and quickly see what issues are most prevalent in your case.
3) Export to TrialPad and you’ll have exported the entire document in the Documents section, and folders for each selected Issue Code in the Key Docs section.
Learn More:
Nicole Snapp Holloway, is an appellate attorney at Maples, Nix & Diesselhorst in Edmond, Oklahoma. Her practice requires her to regularly review, analyze, and understand an enormous amount of case data for each and every case. Nicole said, “I don’t know how people analyze or review cases without DocReviewPad and TranscriptPad.”
Read more about how Nicole uses DocReviewPad:
https://www.litsoftware.com/blog/featured_pro_nicole_snapp_holloway