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Reveal Review Publication

Related Items – Families, Duplicates, Near Duplicates, Email Threads or Custom Relational Fields

When in Document ReviewTouring the Reviewer Space - Document Review Screen, the various panes appear, allowing you to code and tag your documents as well as navigate through related items.

If Family Documents, Duplicates, Near Duplicates or Email Threads are present, the coding window shows these connections and allows you to review and code these related items together or in sequence.

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Note

The original document is displayed in bold black.

Note

These panes can be expanded or collapsed as needed. If the document doesn’t have any related items, then these panes do not appear.

You may navigate between documents by using the item in the items listed in each pane.

  • Duplicates will be identical, as calculated by comparison of content hash values.

  • Near Duplicates will each be followed by a number in parentheses indicating the degree of similarity to the principal (or first-encountered) near duplicate in the set. Any two of these documents may be selected and directly compared.

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    Note

    The Diff button highlighted in the above figure opens a two-paned Diff window which compares the two selected near duplicate examples side-by-side with lines numbered, highlighting changes in red for deletions and yellow for additions.

  • Family Members will usually be emails and attachments, or other content coded to show a parent-child relationship.

  • Email Threads will contain an email conversation as defined by thread and coversation metadata augmented by Reveal AI analysis.

Any such set may be included for coding with the opened review document by choosing Select All in the upper left corner of each pane.

Note

There are three settings for tag update coding that will be applied to all related documents that are selected:

  • No Change (dash)

  • Add Tag (checkmark)

  • Remove Tag (uncheck)

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When selecting related items for coding, Reveal will ask for confirmation before saving and moving to the next document and show all current profile tags to be applied and removed by the current action. Here is the confirmation for the above selections:

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You also can create custom relations between documents in the review pane by associating metadata values in Relational fields. Whether you have some custom clustering algorithm or just want to see all documents having the same import folder, relational fields provides provides you the ability to create custom links between documents to tie them together. For this, you will need to create a field and enable the relational flag to group these documents together. 

For more detail, see Custom Relational Fields.

In this section:

Family Documents are a set comprised of a primary or parent document with attached or appended child documents. Examples include an email and attachments, or a memorandum with appendices.

A Duplicate is a document which generates the same hashed value when one version is compared to another. These are identical to the last comma and space and are therefore essentially one document from different sources.

Near Duplicates may be thought of as different drafts or versions of a document, assessed within roughly 80% similarity. These versions may be compared in Reveal Review to highlight differences between any two versions at a time.

Email threads are conversations comprised of email replies and forwards.