Creating review marks

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.


Be 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

  1. Click the Application tab in the Discovery Accelerator client, and then click the Marks tab.

  2. 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 one.

  3. 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 mark buttons.

  4. 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 production set.

  5. 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.

  6. 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.

  7. 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 databases.

  8. Click Apply.

More Information

About the Discovery Accelerator permissions

Editing review marks

Customizing the review marks that are associated with individual cases

How retained marks work