Release Documents   

Review projects are automated to route documents based upon the needs of the matter. It is very important to release documents you’ve reviewed. These documents, once removed from your permissions, may remain in the stage until your review manager takes actions upon them or may move to other stages and other reviewers. These decisions of how the documents are routed or kept in the stage are determined by the rules set up for the project and the way you code the documents. For example, you may be reviewing in a First Pass stage that may be set up to move documents you’ve coded as privileged to a Privileged stage. The documents do not move or collect appropriately until you release them. Other reviewers may be working in subsequent stages, so releasing your documents may be necessary for them to access them.

Your review manager can also release your documents if appropriate.

In addition to routing the documents appropriately releasing documents allows you to access and review more documents in the stage.

The Release Updated button is always available in the Results page of your stage. The number of documents ready for release updates as you save documents the first time. If you open reviewed documents, you can change and re-save them, but their Updated status will not change again in this stage.

When ready, click Release Updated.

If appropriate, you will now be able to access new documents by clicking the Get More Documents button. Remember you will only be able to pull in the same number of documents as the number released.