View Your Home Page

Home Page after Login

After successful login, your Home Page displays with a list of Organizations and Projects that are available to you based on your permissions and memberships. (For information about the login process, please see About the eDiscovery Login Process.)

The Home page toolbar displays the first, second, and last of the following icons for all Users and the third and fourth for System Users in a System-level role with the required permissions:

  • — Displays the username under which you are logged in; click to display the Log out and (on Standard Authentication systems only) Log out on All Devices options. For information about these options and other aspects of the login process, please see About the eDiscovery Login Process.

  • — Displays the Reef ECA eDiscovery Help menu, which provides the following options. (You can also click the ? icon on every page and dialog to get context-sensitive help.)

    • Reef ECA Help ... — Opens this help topic, from which you can navigate to or search for any other topic in the help.
    • Reef ECA Metadata ... — Opens the View and Learn about Metadata help topic, which 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 — Displays the current TransPerfect Privacy Policy (the policy you accepted on logging in).
    • End User License Agreement ... — Displays the current TransPerfect End User License Agreement (the agreement you accepted on first logging in).
    • About Reef ECA ... — Displays release and build information as well as copyright information..

Your permissions and how you log in will determine what you see in the main display area:

  • If you are a System User and you log in without specifying an Organization name, the Home Page provides a full list of Organizations available to you (as part of a System Group, or individually). Expand an Organization to see the available Projects in that Organization.
  • If you are a System User and you log in using an Organization name, the Home Page shows that Organization only, expanded so you can see the list of available Projects.
  • If you are an Organization user you must log in using an Organization name. Upon successful login, your Home Page shows that Organization only, expanded so you can see the list of available Projects.

The tasks Users with the required permissions can perform on the Home page are detailed below.

List of Organizations and Projects

The Home page provides an alphabetical list of your available Organizations, and their Projects when they are expanded, with the following information. Click an Organization's icon to view the list of Projects it contains.You can filter the list using the box (Filter by Organization, Project, or description of either ...) directly beneath the right-hand end of the toolbar.

  • Organization – Right-click an Organization's row or click the icon at the far right to display a context menu that includes the New Project, Import Project, and Settings (Organization Settings) options.
  • Organization Description - The Organization's description. Descriptions can be used to identify multiple aspects of Organizations, so that users can easily search for them by filtering.
  • Project – The name of a Project in the Organization. Projects integrated with Reef Review are indicated by the Reef Review icon () after the project name; those integrated with Relativity Server are indicated by the Relativity icon (). Click the name or double-click in a non-text portion of the row to open the Project's Dashboard. Right-click a Project's row or click the icon at the far right to display a context menu that includes the Export (Project Export), Settings (Project Settings), Edit (Edit Project), and Delete (Request Project Deletion) options.
  • Project ID – The unique ID assigned to the Project .
  • Review Project – The review system (Reef Review or Relativity Server) project or projects associated with the Project (if it is review-integrated).
  • Project Description – The description specified for the Project.
  • Date Created – Displays the date and time of the Project creation (for example, 2017-07-04 14:52:55).

  • Status – Reports the current state of a Project as one of the following:

    • AVAILABLE – The Project is activated and available for use. On the System Settings > Projects page, as described below, the Project state is ACTIVE.
    • NOT_AVAILABLE – You cannot open or perform actions on a Project in this state. On System Settings > Projects the Project state may be ACTIVE if the Project is not available because it is not yet activated or cannot be activated.
    • UNKNOWN –The project is in a transitory state that makes it unavailable for use, and you cannot open it or perform actions on it. On System Settings > Projects the Project state may be ACTIVE even though it is unavailable.
    • WARNING – You can open or perform actions on the Project but may encounter problems. On System Settings > Projects the Project state is ACTIVE.

    A more detailed set of Project states are reported in the Project State column on the System Settings > Projects page, which is available to System Users with the needed permissions. All of these states except ACTIVE can appear in place of the above availability statuses in the Status column on the Home page as well. For more information about these Project states, see View and Manage Projects.

  • Parsing Version – Displays the Parsing Library Version for a given Project. All new or migrated Projects are V2. Legacy Projects that have not yet been migrated are V1.

You can refresh the list of Organizations and Projects at any time by clicking the Reload button.