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By default, all the marks in your global set of review marks are associated with every case. However, you can select the marks that are available for use in each case. You can also change the user roles that you have associated with each mark.
You must have the Manage Marks/Tags permission to customize the review marks that are associated with a case.
To customize the review marks that are associated with an individual case
In the left pane, select the case for which you want to customize the review marks.
If Discovery Accelerator lists a lot of cases, you can filter the list with the fields at the top of the pane. As well as filtering the cases by name, you can choose whether to list any research folders that are associated with them.
Do one or more of the following:
To associate a new review mark with the case, click Add and then select the required mark in the Application Mark box at the right.
To change the user roles with which you have associated a review mark, click the mark name in the center pane. Then amend the details in the Roles box.
To dissociate a review mark from a case, click the mark name in the center pane and then click Remove.