User Guide
Table of Contents
How to Use DocumentReview.Law
Add Files to the Review Tool
Add documents to the reviewer by clicking add file and selecting files from your computer. The reviewer will accept files with the following extensions: .pdf, .doc(x), .xls(x), .txt, .gif, .jpeg, .png., .tiff. If you select an entire folder, the reviewer will exclude any documents in incompatible file formats. To access cloud documents, the cloud service must be integrated into your computer’s file system. Select cloud documents just like documents stored on your computer. We recommend that if you have more than 500 documents to review at one time, consider conducting the review in several smaller batches.
Navigate and view documents
Use the buttons, dropdown menu, or keyboard shortcuts to navigate between documents. Use the buttons or keyboard shortcuts (Windows devices only) to flip between pages. Use the buttons or keyboard shortcuts to zoom and rotate pdfs and image files. Zoom and rotate are not functional when a Word doc or Excel spreadsheet is in the reviewer.
Pin Documents
Pin hot docs to keep track of them. (See Tag Pinned Documents, infra, for adding tags to pinned documents.) The reviewer lists pinned documents in the sidebar. Download a list of pinned documents along with your tagging by clicking the purple download pinned button on the righthand side of the toolbar. Your browser will generate a .csv file which you can easily open in Excel, allowing you to sort and analyze your document review work product.
Make custom tags
Apply custom tags to pinned documents. Click the manage tags button to create tags with your own labels. Click the color button to choose from over 16 million colors for each tag, and then click the check mark to save the tag. To edit a tag, select it, change the label or color, and click the check mark again. Your pinned documents list will be updated with the amended tag.
Tag pinned documents
Apply your tags to pinned documents using the dropdown menus that appear on the pinned documents list. Select the tag you want to add from the drop-down menu. You can add multiple tags to each document.
Delete tags, pins, and documents
Delete pins and tags individually by clicking the delete icon, or en masse by using the check boxes or clicking “select all.” Deleting pins or tags does not delete the document from the reviewer. To delete one document from the reviewer, click the delete document button and confirm your choice. Delete all documents from the reviewer by clicking the red delete all button and confirming your choice. Documents are never deleted from your computer or cloud service.
Search within and across documents
Enter a discrete term in the search box and then search within a document by clicking the “within doc” button. Search across all documents loaded into the reviewer by clicking “across doc” button. (Boolean searching is not currently supported.) Click on a search result to load that page or document.
