If the predefined review
marks do not precisely meet your needs, you can create new ones.
The predefined marks and any custom marks that you create comprise
the global set of review marks. This global set is available for
use with all cases, but you can choose whether to use each mark on
a case-by-case basis.
careful when creating new marks, as you cannot delete them after
you have created them.
You must have the Manage
Marks permission to create marks. By default, only users with the
role of Discovery System Admin have this permission.
To create a review mark
Click the Application tab in the Discovery
Accelerator client, and then click the Marks tab.
Click New, and then click Mark. Alternatively, select an existing
mark and then click Copy to
create a new mark that is based on the properties of the old
Type a name for the new
mark and a description, if required.
The mark names appear as
button labels at the bottom right of the Review pane, so it is
advisable to keep them short. Discovery Accelerator displays the
descriptions as tool tips when you hover the mouse pointer over the
In the Status box, choose a status to associate
with the mark.
All marks must be
associated with a status, such as Questioned or Reviewed. You use
the status to group items and so determine what is included in the
In the Access Key box, type a shortcut key
combination to associate with the mark.
When reviewers press an
access key combination, they can assign a specific mark to an item
in the Review pane.
In the Roles box, select the default user roles
with which to associate the review mark. Users who occupy these
roles can apply this mark to the items that they review.
Later, you can refine the
list of associated roles when you customize the marks that are
associated with an individual case.
If you want the mark to
work across multiple cases, check Items retain this mark for use in other
cases. When you select this option, the marks that you
apply to an item in one case are also visible in other cases. You
might typically select this option for common, universal marks,
such as one to denote junk mail.
Note that items do not
retain their marks across multiple Discovery Accelerator customer