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 in the sample below.
Enter information in the fields described below as necessary:

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. Select the Do not create a section in the Individual Folder checkbox to prevent the system from creating sections in the individual folders. Note that if there is a mixed document format (native/redaction enabled) sections are required and will be created.
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.

Electronic Document Review (EDR) Overview