Customizing the review marks that are associated
with individual cases
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
Click the Cases tab in the Discovery Accelerator
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
Click the Marks tab.
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.