To modify the documents which appear in Review select 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 exempt from the dedupe policy to maintain all family relationships in review.
To dedupe 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 dedupe
•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 Document List and can be removed from review. Removing From Review
To modify a single import to "pass through" to Review without applying the policy, go to Manage Collections and select "Pass Through" as the policy option for that import. Return to Process -> Policy and click Apply. 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". Then re-apply the policy.
