Editing Records

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Editing Records

Concordance Desktop is fully equipped to handle a rolling production environment with features that allow editing records as needed. Attorneys find the editing tool useful for adding comments directly to a document record during the case review. Administrators can add an Attorney Notes field to the database for this purpose.

The editing tool is also useful when there is limited information in the database to search. Sometimes a paralegal or staff member may be assigned to add missing information, such as the dates, authors, and recipients, to every document in a database to help locate documents authored by a particular individual to another individual within a specific time frame during searches.

When the Edit view is opened the Edit pane appears on the left and the Edit toolbar at the bottom of the workspace.  By default the Edit view is blank, providing the ability to customize the view to display only those fields you want to edit for each record in the database.  The Edit pane lists all the available fields that can be added to the view.  Only those fields you have full rights can be edited.

The customization of the Edit view is not available for the Append and Ditto features.

Edit Tools

When you click the Edit button on the Standard toolbar, the four Edit view tools on Dynamic toolbar are displayed:

Fields - accesses a field listing to insert data from another field

Ditto - allows you to copy field data from another record Note that Ditto can on be used on migrated 10.x DAT, E-mail and Attachment, or Transcript databases. Ditto cannot be used for Concordance 10.21 E-document databases, and all databases created in Concordance Desktop.

Delete - allows you to mark or unmark a document for deletion

Undo - displays the Edit Options dialog to allow you to undo or abandon edits

Edit Options Dialog Box

Clicking the Undo button on the Dynamic toolbar opens the Edit Options dialog box.

The Edit Options box offers the following options:

Reset document - removes applied edits and restores the record to its original state

Blank document - erases all field content in a record

Delete document - marks the record status for deletion

Undelete document - removes the Delete status for a record

Abandon and quit - exits the current record and exit Edit mode, any applied edits are not saved

Rich Text Toolbar

When you click the Edit button on the Standard toolbar, the Rich Text toolbar displays under the Standard toolbar. On the Rich Text toolbar you can adjust the font size, color, and spacing in edit form fields.

Edit Mode Options

When opening up a record in edit mode in the Edit view, Concordance Desktop has formatting options that can be applied to data within a specific field. These formatting options include: Upper case, Lower case, Capitalize, and Reset field formatting.

To Change the Format of Existing Data Within a Field

1.In the Edit view, select the word or blocks of text that you want to format.

2.Right-click the text and click the applicable formatting option.

Your changes are saved when you navigate to another record or view in Concordance Desktop.