About the Project Workspace

The Project Workspace area is divided into several main regions:

The Main toolbar, which enables you to view the Project name and perform basic functions, such as log out, view settings, display the product help, or view copyright and build information.
The Navigation Tree on the left, which is divided into the following main sections controlled by permissions:
- Dashboard, which is anchored to the top of the tree and provides icons, such as for Find in Navigation Tree and for Refresh of the Navigation Tree. If you want to hide the Navigation Tree, you can click the left arrow shown in the divider bar to the right of the tree contents; when the tree is hidden, you can click the icon for Show Navigation Tree or you can click the right arrow shown in the divider to the right of the tree contents.
- Imports
- Exports
- Project Data
- Searches, which includes Saved Searches and the Search History
- Workflows
- Analytics, which includes Comparisons and Synthetic Documents
The Breadcrumb area under the Main toolbar, which tracks your current view and enables you to navigate to a higher-level item.
The Search area, which enables you to perform a Freeform, Advanced Search, or Bulk Search.
The Main Content area in the middle, which changes depending on your selections. This area provides document lists (for example, an All Docs tab for a view selection). Additional tabs either provide document lists specific to Email Threads and Clusters. Two special tabs provide the Communication Grid and the Domain Grid.
The Work Basket, which you can open to track details about the operations you perform.

Note: You can always perform Searches. Use Freeform Search to run a query quickly against Project Data or another selected target view. Click Advanced to launch a dialog that enables you to build different portions of a Search query and search a target view. You can also build and run a Bulk Search that consists of multiple queries.

Main Project Toolbar

The main Project toolbar displays the following:

— Click this to go to your Home page, which shows you an alphabetical list of Projects within each available Organization. In the list of Projects, click a Project name to open that Project.
(System Status: Critical) or (System Status: Warning) on main Project toolbar — If you see a System Status icon here (instead of the book icon ), you can click the icon to display a popup with details about the System Status. (This requires Project Monitoring Access permissions.)
Project Name - Project Description — Displays the Project name and description, if one has been configured.
— System Users in a System-level role with the appropriate permissions will see a Status drop-down that contains the following options:

Job Management...

Job and Error History...

Active User Sessions...

Monitoring...

OCR Usage Report...

— Displays the Settings menu, which lets you select the type of Settings you want to manage based on your permissions. If you are a System User in a System-level role and the appropriate permissions, you can view and manage theSystem Settings. Select Organization Settings to view and/or manage the Organization Settings based on your permissions, or select Project Settings to view and/or manage the Project settings based on your permissions. Project and Organization Settings currently appear in two tabs that you can navigate between. When viewing the Project Settings, you can see the Project name at the far right. When viewing the Organization Settings tab, you can see the Organization name at the far right. Users in the Organization Administrator role or a role with equivalent permissions can fully manage these Settings; Users in a role without the equivalent of Organization Administrator permissions can see and manage a subset of general Project Settings, such as Preferences.
— Displays the username under which you are logged in; click to display and select the Log out option.

On a Standard Authentication system, a Log out on All Devices option is also available. When you select Log out on a Standard Authentication system, your password is retained for your next login attempt if you selected Remember Me when you logged in. When you select Log out on All Devices, you are logged out on all devices immediately and your password is cleared for your next login attempt; this is also true when your Administrator logs you out on all devices (for example, using the Log out on All Devices option for your User entry from the Users screen in the Organization Settings).

For more information about the Login screen and overall process, please see About the eDiscovery Login Process.

Note: Your session is subject to the user logout policy (minutes of inactivity) specified by your Administrator using the Password & User Logout Policy in the System Settings. During your session, if there is a temporary lack of Server response when you perform an operation, you will see a message indicating that the Server failed to respond. You can dismiss this message and continue your work. Should there be a prolonged lack of Server response, you will be redirected to the login page, where you will see another message to notify you of the Server status (for example, if it has gone offline).

— Displays the Digital Reef eDiscovery Help menu, which provides the following options. (You can also click the ? icon on every page and dialog to get context-sensitive help.)
- Digital Reef Help ..., which opens the View Your Home Page help topic. From there you can navigate to or search for any other topic in the help.
- Digital Reef Metadata ..., which opens the View and Learn about Metadata help topic. This reference topic lists and defines the large set of document metadata fields that are used to provide information about documents after indexing and/or export.
- Privacy Policy, which displays the current TransPerfect Privacy Policy (the policy you accepted after initial login).
- End User License Agreement ..., which displays the current TransPerfect End User License Agreement (the agreement you accepted on first logging in).
- About Digital Reef ..., which displays copyright information as well as release and build information, as shown:

Navigation Tree

By default, the Navigation Tree identifies the Project elements to which you have access based on permissions and enables you to control your current context (view). Clicking an available item in the tree opens that item and drives the context on the right.

By default, if you have permissions to view Project Data, you will initially see Project Data open. This enables you to open and view its primary sections, Custodians, MediaIDs, Batches, Tags, Folders, and the Discard Pile. (Custodians, MediaIDs, Batches, Tags, and Folders are closed by default).

Note: The contents of the tree depend on your permissions, which are associated with a role.

The icon provides the menu of options for a given top-level item.

When a top-level item is open, you see the icon and you will see any additional parent items, or children of that item, as follows:

identifies a parent item that you can open to see its associated children.

identifies an open parent item that you can close when you no longer want to view any of its children.

Note: Hovering over an item in the tree such as Search History will display text to indicate that there is a list available. For example, the hover text Click for Search List indicates that clicking Search History will supply a list of searches.

To see the options associated with a top-level tree item, click . For other items, right-click the item to see a list of available options.

In general, options that include ... in the name indicate that they have an associated dialog. Options without ... run when you select them and do not have an associated dialog.

Dashboard

This section of the Navigation Tree can be configured to display several key reports for your Project Data and provides several reporting options based on permissions.

If you enable the Dashboard Reports, you can use the Dashboard to monitor those reports at a glance once Project Data is populated.

For more information about this section, see eDiscovery Dashboard.

Imports

This area appears only for users with Imports permissions (minimally, Imports - View permissions). Expand Imports to display the existing Data Sets, which are identified by the following icons:

identifies a Data Set.
identifies a Shared Data Set, either in the originating Project or in a Project that is sharing the Data Set.
identifies a Short Message Format Data Set (for example, containing Cellebrite data).

For users with permissions, clicking Imports displays tabs on the right:

Summary (default tab) — Lists all Imports in the Project (that is, all Data Sets, or batches of source data, that have been added to the Project at an Index level). Imported data may or may not be added to Project Data during import, as indicated in the Summary. Waiting to populate Project Data enables review of any import-related errors and then reprocessing of documents, if necessary.

Communication Grid — Shows you a grid that helps you analyze the email communication for the current view and see how many emails were sent from a given email address to another email address. It shows the Top 50 email address FROM and TO combinations and lets you make grid selections.
Domain Grid —Shows you a grid that helps you analyze the sending and receiving email domain information for the current view and see how many emails were sent from a given domain to another domain. It shows Top 50 FROM and TO domain combinations and lets you make grid selections.

Reports (all data in Imports) — Enables you to view a report about all data that is part of Imports.

To add source data to the Project, you can use the New Data Set... option or its accompanying drop-down with the additional options from the Imports Summary tab, or you can make a selection from the Imports menu of options in the tree (available by either right-clicking Imports or by clicking the ellipses to the right of Imports). The following summarizes the options that enable you to add source data:

New Data Set... — Use this option to create a Data Set from one or more source locations associated with a selected Connector. Once you select a Connector, you can browse its contents to select one or more source locations (Data Areas) for import as a named Data Set at a selected Index Level (by default, an Analytic Index). You can also verify the current Project Index Settings and Pattern Settings that would apply to the import.
New Data Set from Load File... — Use this option to create a Data Set based on the contents of a Load File. Once you select the appropriate Connector, you can browse to select the Load File you want to import (for example, a character-delimited file such as a Concordance DAT file, or an EDRM XML load file) and select the corresponding Load File Type. You can select a Project-level Load File Import template and review it to ensure that it contains the appropriate field information and mapping for the Load File. For the Load File import, you can also verify the Index level, current Project Index Settings, and Pattern Settings that would apply to the import.
New Data Set for Short Message Format... — Use this option to create a Data Set for Short Message Format (currently Cellebrite) from one or more source locations associated with a selected Connector. Once you select a Connector, you can browse its contents to select one or more source locations (Data Areas) for import as a named Data Set for Short Message Format at a selected Index Level (by default, an Analytic Index). You can also verify the current Project Index Settings and Pattern Settings that would apply to the import.
Add Shared Data Set... — Use this option to add an existing Data Set (not Load File) that has been made available for sharing in the Organization by an originating Project. You cannot edit the Index level or Shared state for this type of Data Set in your Project. You can only add this type of Data Set once.

From the Navigation Tree, you can also select the following options, which apply to all of Imports:

Calculate Word List — Calculates the Word List for all documents from eligible Data Sets in Imports. A task appears in the Work Basket while the Word List is being generated. When the task completes, you can view the Word List.
View Word List — Launches the Word List dialog and enables you to view the calculated Word List for all documents from eligible Data Sets in Imports.

When you click a Data Set under Imports in the tree, you see these tabs:

All Docs (default tab) — Provides a paged list of the documents and emails in the Data Set (100 entries per page) and enables you to select documents and emails for assignment to Project Data (via assignment to a Custodian, tagging, or a direct save to Project Data).
Exceptions — Acts like a filter to display only the documents in the Data Set that have Parsing Exceptions.
Communication Grid — Shows you a grid that helps you analyze the email communication for the current view and see how many emails were sent from a given email address to another email address. It shows the Top 50 email address FROM and TO combinations and lets you make grid selections.
Domain Grid —Shows you a grid that helps you analyze the sending and receiving email domain information for the current view and see how many emails were sent from a given domain to another domain. It shows Top 50 FROM and TO domain combinations and lets you make grid selections.
Reports (Data Set specific)— Enables you to view the set of Data Set Reports with a Scan Summary and details that you can access by clicking Exception Details and Scan History. The Reports tab for a Data Set enables you to view the list of OCR Candidates (as long as that chart remains enabled).

For a list of the options available for a selected Data Set from the Imports Summary menu (and right-click), see the Imports Summary.

Exports

This area appears only for users with Exports permissions (minimally, Exports - View permissions). For users with permissions, this area provides a list of the eDiscovery Exports (streams and volumes).

When you click the icon for Exports, or right-click Exports in the tree, you can select the New Export Stream... option.

The Exports Summary provides information about the options available for an entire Export Stream (depending on the state of the Export Stream), or for documents within an Export Stream.

The icon is used to identify eDiscovery Exports (Export Streams).

To create a new Export Volume for a selected Export Stream, select the New Export Volume... option.

Note: You can use the checkbox that precedes an Export Volume in the tree to selectively include or exclude a Volume from being part of subsequent Export Volumes in the Export Stream. By default, a Volume is included, as indicated by a checkbox shown in the enabled state . See the section "About Including/Excluding Volumes" in the Export Overview topic for more information.

Work with Documents in an eDiscovery Export Volume provides information about the options available for an entire Export Volume, or for documents within an Export Volume.

Project Data

This area contains the imported documents that have been identified as relevant for assessment in the Project. Project Data includes Custodians, MediaIDs, Batches, Tag views, Folders, and the Project Discard Pile (which you can populate with documents that you no longer want to be part of the Project).

For a list of the Project Data options, available from the tree menu (or a right-click), see Work with Documents in Views of Project Data.

Note that Samples appear under the appropriate eDiscovery Search History, regardless of the source view, and are identified by the icon . Other key, high-use options are available for various items, such as Edit for a Folder or Saved Search, or Update for a Saved Search.

Custodians

Click Custodians to see a Custodian Summary with a list of the current Custodians in the Project. You see a list of the assigned or auto-discovered Custodians, identified by the icon . The Unassigned Custodian view has the icon . The Unassigned Custodian is for documents that have not been assigned to any Custodian.

In the tree, opening Custodians enables you to select a given Custodian to see the documents currently assigned to the Custodian view.

If you have permissions to add a new Custodian, you can right-click and select the New Custodian option.

A document can only belong to one Custodian. Save operations to a selected Custodian enable you to change the assignment of a document to a Custodian.

Your Project supports the following types of Custodian views:

Unassigned Custodian View — Documents that are not assigned to any Custodian in your Project are part of the Unassigned Custodian view. This view allows you to manage the pool of documents not currently assigned to any Custodian in the Project. You cannot delete this type of Custodian view. For example, you may decide to remove selected documents from an explicitly created Custodian view because those documents are really not associated with that Custodian. The documents remain in the Project; they are just moved to the Unassigned Custodian view.
Explicitly Created Custodian Views — These are named Custodians explicitly added to the Project. Once you have the Custodian views you want, you can save documents to a selected Custodian view to control the Custodian assignment.
Auto-generated Custodian Views — Each Custodian created automatically as part of the import process (if the Project Index Settings are set up to import staged Custodian data). Auto-generated Custodians use the staging to make the initial Custodian assignment, but you can change this by saving documents to another Custodian view or to the Unassigned Custodian.

Depending on your permissions, you can add, edit, or delete Custodians other than the Unassigned Custodian in the Project, and you can save documents to a Custodian view. This effectively assigns or changes the assignment of the documents to a Custodian.

For a list of the selected Custodian options, available from the menu (and as right-click), see the Custodian Summary.

MediaIDs

Click MediaIDs to see a MediaID Summary with a list of the current MediaID views in the Project. You see a list of the assigned or auto-discovered MediaIDs, identified by the icon . The Unassigned MediaID view has the icon . The Unassigned MediaID view is for documents that have not been assigned to any MediaID.

In the tree, opening MediaIDs enables you to select a given MediaID to see the documents currently assigned to the MediaID view.

If you have permissions to add a new MediaID, you can right-click and select the New MediaID option.

A document can only belong to one MediaID. Save operations to a selected MediaID view enable you to change the assignment of a document to a MediaID.

For a list of the selected MediaID view options, available from the menu (and as right-click), see the MediaID Summary.

Batches

Click Batches to see a Batches Summary with a list of the current Batch views in the Project. You see a list of the Batch views in the Project, identified by the icon . The Unassigned MediaID view has the icon . The Unassigned Batch view is for documents that have not been assigned to any Batch view.

In the tree, opening Batches enables you to select a given Batch to see the documents currently assigned to the Batch view.

If you have permissions to add a new Batch, you can right-click and select the New Batch option.

A document can only belong to one Batch view. Save operations to a selected Batch view enable you to change the assignment of a document to a Batch.

For a list of the selected Batch view options, available from the menu (and as right-click), see the Batches Summary.

Folders

eDiscovery enables you to create Folders to hold documents.

If you have permissions to add a new Folder, you can right-click and select the New Folder option. You can select this option from the Folders Summary or by right-clicking on Folders in the tree.

For a list of the selected Folder options, available from the menu (and as right-click), see the Folders Summary.

Discard Pile

You can view the documents that you have removed from the Project and sent to the Discard Pile using the Send to Discard Pile option. You can also perform a limited set of actions, such as a Search of the Discard Pile, or a Restore of selected documents to the Project.

The Discard Pile has the icon .

The Discard Pile is intended to support isolation of documents that are no longer pertinent to the Project. They may represent the results of routine culling, or of changes to Project search criteria. You can restore documents that you have placed in the Discard Pile to the Project.

Note that Administrators with permissions have additional options to remove files.

Searches

You can open this area to view all of your Saved Searches and Search History for the Project.

Saved Searches

Click Saved Searches to see a Saved Search Summary of Saved Search queries and their associated results.

For a list of the options for a Saved Search, available from the menu (and as right-click), see Saved Search Summary.

Search History

Click Search History to see a list of Searches that you have performed. The Search History also provides options for a selected Search, to generate an Export Comparison Report, or two or more eligible Searches for a Combined Search.

The icon identifies a Search such as a Freeform, Advanced Search, Saved Search, or Search by Synthetic Document.

- Identifies a parent Bulk Search item, which you can open to see the individual searches in the Bulk Search.

- Identifies a search run as part of a Bulk Search. If you have more than 10 searches in your Bulk Search, you can click <#> more... to see more searches (10 more... if you have 10 or more searches left to view, or you will see a number of remaining searches, such as 6 more...).

<#> - Identifies a numeric step in a Workflow (for example, 1).

- Identifies a Sample.

In general, you can view more searches from Search History by clicking 10 more... at the bottom of this area. (If you have the Hide Archived Itemscheckbox enabled, you can request more searches by clicking more..., and those will be loaded, if there are more searches to show.)

For a list of right-click options you can use for an entire Project Data-based results view based on permissions, see Document Information for Project Data-based Search Results.

For a list of options for Data Set or Imports result views, see Document Information for Data Set or Imports Search Results.

Note: By default, you can see only your own searches, so your username will be shown as the Owner in the Search History. If you have the appropriate permissions (Audit Access), you can use the filter box drop-down to select All, which enables you to view the searches of all other users in the Project. If you change this setting to view search history from all Project users, the change remains for the duration of your session. Logging out and back in restores the default setting to view only your own search history.

Workflows

You can open this area to view all of your Workflows in the Project. A Workflow is an ordered set of search queries (Workflow Steps) that you can run and manage as a repeatable method of searching, tagging, and culling.

Selecting a Workflow in the Navigation Tree enables you to view the Workflow Content (as a Workflow Card) or Reports (on the Reports tab). Beneath each Workflow in the Navigation Tree are the Workflow Steps that provide the latest results for the Workflow. Each Step is numbered, identifies the type of query, and the query (for example, 1 Term Query: (who)). Select a Step to view the latest results for that Step. See Control Workflow Content and Run the Workflow for more information about viewing Workflow Searches.

Note: The first query in a Workflow establishes the initial search target. Each additional search in the Workflow runs against the results of the previous search query, until the Workflow completes and the final results are tagged and saved to a Folder (if the Workflow is set up with a Tag and a Folder).

If you have permissions to add a new Workflow, you can right-click and select the New Workflow option. You can select this option from the Workflows Summary or by right-clicking on Workflows.

Each Workflow has the icon .

For a list of the options for a selected Workflow, available from the menu, see the Workflows Summary.

Analytics

You can open the Analytics area to view and manage the Comparisons and Synthetic Documents that you create in the Project.

The selected Analytic options, available from the menu, are as follows:

New Comparison ...
New Synthetic Document ...

Comparisons

Click Comparisons to view a list of configured Comparisons.

You create a Comparison to compare two views of data as Document Set A and Document Set B (for example, Folder data and a Search Result). Comparisons report the number of documents in common, the number of documents that are different, the number of documents that are in Document Set A but not in B, and the documents that are in Documents Set B but not A.

Comparisons are identified by the icon .

If you have the appropriate permissions, you can issue New Comparison from the Comparisons summary. (You can also select this option for a Project Data-based View by right-clicking the view in the tree and selecting Create Comparison.) When the Comparisons summary is selected, you can also select Update to update all Comparison information.

The options for a selected Comparison, available from the menu, are as follows:

Update — Updates the content of the selected Comparison.
Edit... — Enables you to edit the name or description of a Comparison.
Delete — Enables you to delete a Comparison.

Synthetic Documents

You create a Synthetic Document to contain terms that you want to find in another view within the Project. You can populate a Synthetic Document by adding text to the Synthetic Document text box. From the Document Viewer, you can also highlight text from a document, or copy document text using Ctrl-C, and then use the Add Selected Text to option and select the Synthetic Document to append the copied text to the existing text in the Synthetic Document. You can then use the populated Synthetic Document to run a Synthetic Document Search) against a view. Search by Synthetic Document detects document similarity to the Synthetic Document.

Synthetic Documents are identified by the icon .

If you have the appropriate permissions, you can issue New Synthetic Document. You can select this option from the Summary or by right-clicking on Synthetic Documents in the tree.

The selected Synthetic Documents options, available from the menu, are as follows:

Search by Synthetic Document (right-click option) — You can right-click a given Synthetic Document and select this option to search a view for similarity to the Synthetic Document.
Edit... — Enables you to edit the name or description of a Synthetic Document.
Delete — Enables you to delete a selected Synthetic Document. This option is also available as a right-click option for a Synthetic Document.

Based on your view selection, the Document list area changes to reflect the correct document list for that selection. For example, selecting all data available in Project Data shows a view of all Project Data documents.

Every document list has a number of views that you can use to get more information about your data. For example, for a Project Data-based view, you can view all documents, Reports, Threads, or Clusters.

For information about document lists, see the Work with a Document List topic.

Work Basket

At the top right portion of the screen, click the white arrow to open the Work Basket, which shows a list of Project tasks, such as long-running Searches. You can click the white arrow icon to open/close the Work Basket pane as you work. By default, the Work Basket is closed.

Note: To refresh your Work Basket, click the icon. You may find it useful to continually refresh your Work Basket to get the most up-to-date information on your tasks.

Use the Work Basket describes the Work Basket in detail.

Chevron buttons are available in many windows within the interface so that you can hide or view portions of the display to suit your needs.

Archived Items in the Navigation Tree

Individual items in the Navigation Tree are subject to an archive setting that controls how many days individual views in the Project can remain idle before they are archived automatically. Users with the appropriate permissions can control this archive setting in the Project Preferences. The default value for the archive setting is 90 days, but Users with permissions can specify a non-zero value in the range 1-9999. Archived views appear grayed out in the Navigation Tree.

Note the following regarding archived items in the tree:

Individual views such as a Data Set, Custodian, Tag, Folder, Export, search result or Sample result, Saved Search, Workflow, Workflow Step, Comparison, or Synthetic Document are subject to archival.
Archival of a Comparison will not affect the archive status of the views selected for document set A or document set B (for example, a Folder).
For a Bulk Search parent that shows the Bulk Search report for Bulk Search that has been run, a subsequent change in archive state of a child search from the Bulk Search will not affect the archive status of the Bulk Search parent.
For a Workflow parent item, the subsequent change in archive state of any Step in the Workflow (eligible for archival independently) will not affect the archive status of the Workflow parent.
For an Export Stream initially subject to archival, its Volumes will also appear archived initially. Thereafter, selecting a Volume from the Stream will unarchive just that Volume.
Top-level nodes in the tree, summary views, and the Discard Pile in Project Data are not subject to archival. This include items in the tree such as Imports, Exports, Project Data, Custodians, Tags, Folders, Saved Searches, Workflows, Comparisons, and Synthetic Documents.

When the archive value is reached, views that have been idle for that number of days will be archived. If you have the appropriate permissions and change the archive value (and put it into effect), the views that have been idle for that number of days will be archived automatically. Views are checked for archive eligibility when the archive setting is changed, each time the Project is opened, and each time the Navigation Tree is refreshed.

Upon return to the main screen after changing archive-related Preferences, your changes should be reflected. Other Project Users can view the changes to the affected views upon refresh of the Navigation Tree or upon leaving and reopening the Project.

Clicking on a view in the tree, or acting on a view by selecting any of its context menu options will reinstate the view as an active view and display it in its regular, non-grayed out state until it once again remains idle for the number of days specified by the archive setting.

Control the Display of Archived Items in the Tree

The bottom of the Navigation Tree shows a checkbox setting called Hide Archived Items. You can use this checkbox setting for your session to control whether archived views are displayed in the Navigation Tree. You can select either the checkbox or select the option name to toggle the setting. This setting affects the display of archived items for all users in the Project. When you open a Project, the Hide Archived Items checkbox reflects the current state of the Preferences setting Hide Archived Items in Navigation Tree. (By default, this checkbox Preference setting is cleared.) Upon leaving the Project and returning to the Project, the Hide Archived Items checkbox will again reflect the Preferences setting for Hide Archived Items in Navigation Tree.

Note that when the Hide Archived Items checkbox is enabled and you are navigating searches that are not archived in the Search History section of the Navigation Tree, you can click more... to request more searches to view in the tree. (Additional searches will be loaded, as long as there are more searches to view.) When the Hide Archived Items checkbox is cleared, you can click 10 more... to see the next 10 searches (archived or not) in the Navigation Tree.

Working in Settings Screens, Dialogs, and Popups

When you are working on screens for Settings, or in a dialog or popup, standard controls are available to enable you to select and save (or cancel) your changes, then close the Settings, dialog, or popup. You can close the Settings, or a given dialog or popup, by using the appropriate action button (for example, OK), clicking the available at the top right, or by pressing the ESC key. For dialogs and popups, clicking the or the ESC key is effectively the same as clicking Cancel. However, if you have unsaved changes for a Settings screen and you use the or the ESC key, you will see the Unsaved Changes popup, as described in the next section.

Note that in addition to the , dialogs have a help icon (?). Some dialogs, such as Select Target, also have an icon that lets you maximize the screen.