To modify the documents which appear in review select Review Policy on the Process menu.
The policy applies to the entire matter. To make modifications for a single collection or custodian use the filter options on that data set in review. Produced documents are excluded from policy modifications. Email attachments are also except from the dedup policy to maintain all family relationships in review.
DeDup Options allow review to be set to include only one copy of each document across the entire matter.
Include only longest threads will remove from review any email for which there are additional forwards/replies. Any intermediate email with an attachment not appearing in the final thread will remain in review.
To dedup a single collection or custodian
•In review place the contents of the data set into a binder
•Right click on binder and choose Binder Properties and de-dup
• Select the binder and search "include families" placing the family members back into the binder
•exclude the contents of the binder and filter on the data set
The duplicates from that data set will now appear in the filter tree and can be removed from review. Removing From Review
To modify a single import to "pass through" to review without the policy, go to Manage Collections and select "Pass Through" as the policy option for that import. Return to Settings and Apply Policy. The effect will post 100% of the data from that import into review which can be helpful in examining a collection to determine the documents which are not meeting policy. To reverse the action return to Manage Collections, set the import to "Apply Policy". Return to Settings - Review Policy -Apply.
