Re-Analyzing Individual Exceptions
1.Click the Case Manager tab.
2.Double-click a case to open it.
3.Go to the Exceptions tab. In the leftmost panel, a listing of exception types organized by severity is visible. Exceptions are shown for any type that has more than 1 exception.
4.To filter the Categories list, click one of the following in the Filter By list:
•All - All exceptions will be displayed, and the Having list is disabled.
•Custodian - The Having list is populated with the case's custodians.
•File Type - The Having list is populated with all of the file types in the case.
•ImportSet - The Having list is populated with all import sets in the case.
•Source - The Having list is populated with the case's sources.
5.In the Having list, select the applicable custodian, file type, import set, or source. The Categories list on the left updates to show exceptions associated with the selections in the Filter By and Having lists.
6.In the Categories list, click the exception type you want to re-analyze.
i.In the center panel, the list of exceptions for the selected exception type is displayed. In the rightmost panel, details related to the currently selected exception are visible. If you want to view and open the source document associated with an exception in its native viewer, click Launch Source Document in the rightmost panel. To open the folder containing the source document, click the Launch Source Folder. When the folder opens, the source document is selected in the folder. If the source document is located within a container file, such as a .pst file, clicking the Launch Source Folder link opens the folder with the container file selected.
7.In the center panel, click the Re-Process button for the exception you want to re-analyze.
i.When you click the Re-Process button, the file is removed from the exceptions list and added back into the analysis queue. Once the file is added to the analysis queue, it is automatically re-analyzed and re-indexed. If the file has attachments or is part of a document family, the family relationships are retained.
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If you want to export files from the exception list without re-analyzing them, you can apply tags to individual files or all files in an exception category on the Exception tab, and then export those files based on the tag you applied. See Tagging and Export for more information. |
Re-Analyzing Exceptions by Type
1.Click the Case Manager tab.
2.Double-click a case to open it.
3.Click the Exceptions tab. In the leftmost panel, a listing of exception types is visible. Exceptions are shown for any type that has more than 1 exception.
4.To filter the Categories list, click one of the following in the Filter By list:
•All - All exceptions will be displayed, and the Having list is disabled.
•Custodian - The Having list is populated with the case's custodians.
•File Type - The Having list is populated with all of the file types in the case.
•ImportSet - The Having list is populated with all import sets in the case.
•Source - The Having list is populated with the case's sources.
5.In the Having list, select the applicable custodian, file type, import set, or source.
6.In the Categories list, click an exception type. The center panel updates to display the list of exceptions for the selected type, based on the Filter By and Having selections you chose.
7.At the bottom of the Categories list, click the Re-Process All button. When you click the Re-Process All button, the files in the selected exception type are removed from the exceptions list and added back into the analysis queue. Once the files are added to the analysis queue, they are automatically re-analyzed and re-indexed. If a file has attachments or is part of a document family, the family relationships are retained.
Only exceptions based on the Filter By and Having selections you chose, and the exception type you selected, are re-analyzed.
The Re-Process All button is only enabled when selecting exception types that support re-analyzing from the Categories list.
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If you want to export files from the exception list without re-analyzing them, you can apply tags to individual files or all files in an exception category on the Exception tab, and then export those files based on the tag you applied. See Tagging and Export for more information. |