Other Actions

You may be given permissions to high-level user permissions in Insight that allow you to take other actions to the documents in your Results page. These actions include:

•  Locking documents, so that no more coding changes can be applied to the document form or unlocking them so that coding can be applied;

• Batching documents (grouping documents together). Documents can be batched by folder or by field;

• Converting multiple documents to PDF;

• Running OCR on documents, which do not have searchable text, making the documents indexable and, therefore, searchable;

• Selecting a collection to place your documents ;

• Copying documents to a review project.

To access any of these features you have permissions to, select the documents in the Results page and expand the menu.

Project Actions

If you are working in the Results page of a project, selecting your documents will display the Project Actions button; click it to change the user/stage of the documents, release documents or remove the from the project.