Users with the required Permissions can configure various aspects of the EDR module.
NOTE: All Root files need to have unique paths, which must be created prior to configuring EDR. Also, the Root folder must be shared and have Read/Write Permissions.
Steps to Configure Electronic Document Review (EDR)
Click Administration > Electronic Document Review (EDR) > EDR Configuration. The EDR Configuration screen displays as shown below.
Enter information in the fields described below as needed:
Field | Description |
EDR Configuration | |
File extensions to exclude from indexing | Files with extensions listed in this field will be excluded from indexing. Users can add new extensions or remove existing extensions as needed. |
Data Path Root | The location where data files are stored. |
Index Path Root | The location where indexed files are stored. |
Text Path Root | The location where text files are stored. |
Reports Path | The location where reports are stored. |
Temp Path | The location where temp files should be written when ingesting a dataset into EDR |
Cluster Settings | |
Enable Clustering | When selected, this option organizes and identifies files on the hard drive. |
Create email Containment Clusters | Provides option to view which documents/emails are contained within other documents/emails |
Relevancy Cluster | Cluster documents using relevant shared data |
Folder Structure in DM | |
Add Each Document to Document Management as Individual Folder | Adds the documents to DM with each document appearing in a unique Folder. |
Add All the Documents into One Folder Separated by Sections | Adds documents to DM in one Folder, with all documents separated by Sections. |
Data Source Processing Settings | |
Deduplication | Finding and identifying duplicate documents |
De-dup across all document types | Finds duplicates/near duplicates; excludes metadata (requires clustering) |
De-dup by document type | Finds exact duplicates; includes meatadata (does not require clustering) |
Email Attachment | |
Keep email body and attachments as separate documents | Attachments will be separated from emails for deduplication; association to parent email will be retained. |
Keep email body and attachments as single document | Attachments will be appended to the parent email and will not be deduped against original document types. |
Tag Colors | |
Tag Colors | Use the fields provided to add custom tags as needed. To add a new custom EDR tag, click Add Tag. New fields appear to capture the tag Name, Color, and there is also the option to Delete a tag under the Actions column. Custom tags are available for use in EDR. (!!) Note: The Not Reviewed tag cannot be edited (!!) Note: System tags cannot be deleted |
Click Save. A confirmation message displays as shown below.
Click OK.
NOTE: When the configuration is saved, it cannot be canceled or "turned off," however, the System Administrator can manually remove the EDR configurations in the database.