View and Manage Project Preferences

Home > selected Project > menu or right-click > Settings > General > Preferences
Project > Settings drop-down > Project Settings > General > Preferences

Requires Project - Preferences - View, Edit Permissions

You can set preferences that apply to different aspects of the Project, as follows:

  • General preferences that globally apply across the Project (Time Zone, which is Coordinated Universal Time (UTC) by default)
  • eDiscovery preferences that apply only to eDiscovery (Hide Archived Items in Navigation Tree, Hide Duplicates in Lists)

Note: The selected Time Zone applies to the date and time information displayed in document lists, search results, document metadata, and generated view manifests. It is recommended that you select a Time Zone for the Projectbefore you perform operations such as searches in the Project. If you change the Time Zone after you have run searches in the Project, you may see search report information that appears out of sync with the original search results (for example, once you update a search report). Rerunning a search using the new time zone may yield different results. Note also that a change in the Time Zone does not update the date and time information displayed on the HTML tab of the Document Viewer. Keep in mind that Export provides its own configuration of a Time Zone.

General

Use the drop-down menu for Time Zone to select a Time Zone:

  • Time Zone – Enables you to select the Time Zone used in the Project. This includes all document lists, results, metadata, and generated view manifests. Selecting a given Time Zone adjusts the displayed date and time and date and time metadata accordingly. Digital Reef supports a wide range of Time Zones. Use the displayed default of Coordinated Universal Time (UTC), or select from the displayed subset of the most common Time Zone in the drop-down. You can also select Other from the drop-down to display an expanded pop-up list of other available Time Zones. On the expanded Time Zone list, you can use the Filter box to search for a Time Zone containing the characters you type. Once you find the Time Zone you want, click OK).

On the expanded pop-up list of all Time Zones available when you select Other, you can use the Filter text box as follows:

  • Filter text box – You can use the Filter text box to filter by time zone name. (The icon indicates that filtering is available.) Using the Filter box enables you to pinpoint the time zone ceyou want to work with based on a Filter term search containing one or more characters you enter. You can explicitly apply a filter by typing one or more characters in the text box and clicking Enter (the return key). If you type one or more characters in the text box, the software will automatically apply the filter for you, and the text box changes to a yellow background color. For any applied filter, you can then clear the filter by removing the text in the box and clicking Enter, by removing the text from the box, or by clicking the that appears at the far right of the Filter box. Clearing a filter restores the list to its original state.

Note: When you set up an eDiscovery Export, you can select a Time Zone and adjust the exported date and time metadata accordingly. See Set Up an eDiscovery Export for more information.

eDiscovery Settings

You can control the following settings as Preferences for eDiscovery:

  • Archive items after <90_or_supplied_value> days since last access – Use this setting to control how many days individual views in the Project can remain idle before they are archived automatically. This setting applies to individual views such as a Data Set, Custodian, Tag, Folder, Export, search result, Saved Search, Workflow, Workflow step, Comparison, or Synthetic Document. This setting does not apply to top-level nodes or summary views in the tree such as Imports, Exports, Project Data, Custodians, Tags, Folders, Saved Searches, Workflows, Comparisons, or Synthetic Documents. It also does not apply to the Discard Pile in Project Data. The default archive value is 90 days, but you can supply a non-zero value in the range 1-9999. (You cannot specify letters or symbols.) This UI operation will not allow the value to be empty, or explicitly set to 0 or greater than 9999. A 0 will be changed to 1; a value over 9999 will be changed to 9999. When you select an archive value and put it into effect, the views that have been idle for that number of days will be archived and the tree will be refreshed. Other Project Users can view the change to the affected views upon refresh of the Navigation Tree or upon leaving and reopening the Project. 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. Archived views appear grayed out in the Navigation Tree. Clicking on an individual view in the tree, or acting on a view by selecting any of its context menu options will reinstate the 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.
  • Hide Archived Items in Navigation Tree – Use this checkbox setting to control whether archived views are displayed by default in the Navigation Tree. By default, archived views are displayed in the Navigation Tree for all users in the Project, so this checkbox setting is cleared. If a user wants to suppress the display of the archived views in the Project by default (which affects all users in the Project), the user can select the checkbox (or the option name) and then apply the change. Upon this change to hide the archived views, the Hide Archived Items checkbox shown in the Navigation Tree will then be shown as selected. If a user in the Project then clears the Hide Archived Items checkbox shown in the Navigation Tree, archived views will appear in the tree again for the duration of the session (or until another change is made to the setting). 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.
  • Hide Duplicates in Lists – Use this checkbox setting to control whether duplicate documents are displayed in document lists. By default, all document lists display duplicate files, so the Hide Duplicates checkbox setting is cleared. If any user wants to suppress the display of duplicates in all document lists in the Project, including the Document Viewer, the user can select the checkbox (or the option name) and then apply the change. If this setting is changed to hide duplicates, the Document Viewer, and eDiscovery document lists will reflect the setting (and the Hide Duplicates option will be shown as enabled for these views). While working in one of these views, any user can change the Hide Duplicates setting for that view from the bottom Paging area toolbar. Tagging a file whose duplicates are hidden will apply to all duplicates of the file when the Tag mode is set to Document.

If you hide duplicates (the checkbox is selected), document counts are reported as follows:

  • In a regular Document list, the total number of documents for a view (as shown in the Navigation Tree) is always a nondeduplicated count (for example, 1000). To view the deduplicated count, examine the count shown in the bottom right portion of the screen (for example, Display 1-50 of 650).
  • In the Document list for a Search Results view, the Searched (value) reports the total number of documents searched (based on the Search target), and Found (value) reports the total number of documents that were responsive to the query as a nondeduplicated count (for example, 900). To view the deduplicated count, examine the count shown in the bottom right portion of the screen (for example, Display 1-50 of 850).

Preferences: Save or Discard Changes

  • Save –Saves your changes on this screen and puts them into effect. Any Time Zone changes you make will affect the date and time information displayed in your document lists, search results, document metadata, view manifests, and newly generated or updated reports.
  • Discard Changes – Cancels any changes made before saving your changes.