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Assigning documents to review sets

You can easily divide saved searches into batches of documents for review.

Step-by-step instructions:

  1. Save a search.

  2. In the pop-up window, select "Lock this search" and "+ More options."

  3. Choose whether to include families and the number of review sets to divide the search into.

  4. Navigate to the saved search that you locked and distribute your review sets by clicking "Run" next to each set and assigning the resulting review set to a user.

  5. The documents contained in that set will now be visible. From the bulk action tool, select the document set you wish to assign. You can also toggle to include families.

  6. A prompt box will open where you may select whomever you would like to assign the set. If the user is not on the list, they will need to either be created or added to that specific project. More information on users may be found here.

Tips and Tricks

  • If desired, you can divide a review set into smaller review sets. Just run a review set, then save a new search and split the review set further.

  • You can edit the name of the review set to the name of the person that will be reviewing these documents so that the user may quickly see which set she is responsible for.


Navigating and customizing the Document Viewer

Navigating the Document Viewer

In the Document Viewer, you can:

1. Search for keywords within the document.

2. "Pop out" the document into another window for dual-monitor reviewing.

3. Download a document. (Click on Download, then select PDF or Text.)

4. Select “Redact” to apply redactions.

5. See tags that have been applied to the document, including QC tags.

6. Click "More" to see additional options and to customize the toolbar.

7. Navigate to the previous or next document.

Customizing the Document Viewer

To customize the doc viewer toolbar, hover over the vertical dots at the top of the page, then select "Customize."

Select the tools you want in the toolbar and rearrange to your desired locations. Click Save and Close.


Searching within a document

To search for a keyword in the document viewer, click "Search."

This opens the in-document search bar. If your document was processed with a native text layer, or if it has an OCR/DTR text layer, in-document search hits will be highlighted directly on the document image.

The option to redact individual hits, or all hits, will also appear to the right of the search bar.


The Document Info Panel

In the Document Info Panel you can:

1. Click the menu icon to expand the Document Info Panel.

2. Check the box next to the desired tag to apply the tag to the document.

3. Open tag options - Click the 3 vertical dots beside the desired tag to tag/untag families and duplicates.

4. View the metadata of your document.

5. Customize your Document Info Panel. Please note: the options as shown below may not be the default options in your Document Info Panel. You can add, remove, and rearrange options to best suit your review.


Applying Tags to Documents

Tagging documents is simple in Logikcull. You can tag from the Document Info panel or the search page.

From the Document Info Panel:

From Search Results:

Tagging is automatically saved and updated in your project.

Automatic Tags

Some actions, taken in the course of document review, automatically apply document tags. Tags will remain on a document as long as there is at least one instance of that work product.

The exception is "Has No Tags," which is the default value applied to documents that have no work product applied - no notes, redactions, comments, fields, annotations, or other tags.


Bulk Actions (tag, cull, assign documents in bulk)

In Logikcull, it’s easy to bulk tag, bulk cull, or bulk assign documents.

Start with the 'Bulk Actions' dropdown right under the filter carousel, and select "all on this page," "all in this search," or "none." Bulk action options are described in detail below.

  1. Include Families: Toggle the family on/off button to also include family items (i.e. attachments & embedded files) in your bulk action.

  2. Bulk Tag: To bulk tag documents you will want to check the boxes next to the documents you would like to tag and then select "Tag Documents". A prompt box will appear with all the tag choices as well as the ability to create a new tag. If a tag has a minus sign, it indicates that one or more of the documents you selected have this tag applied to it already.

  3. Bulk Assign Users: Use the “Assign Users” option to associate the documents with 1 or more of your users. When a user is assigned documents they can use the filter carousel to easily and quickly see all the documents that they have been assigned by finding the filter titled "Users". If you ever want a report on a particular user's progress, you may create a report by navigating to "My Account" > "Reports".

  4. Bulk Cull: To bulk cull, you will want to check the boxes next to the documents you would like to cull, and then select “Cull” on the far right of the bulk select bar. A warning prompt will appear asking you to confirm the Cull action.Adding Notes, Comments and Annotations


Viewing Native Documents

Logikcull renders PDF images of native documents in the document viewer.

To review a document natively, you can export the original version of a document by navigating to the document toolbar and clicking "Download" > "Native."


Adding and Searching on Notes, Comments, and Annotations

Adding Notes

Select the "Notes" tool from the toolbar above or to the right of the document. Add your note, then click Save Note. The tag "Has Notes" will also be applied to the document.

Adding Comments

Select the "Comments" tool from the toolbar above or to the right of the document. Add your comment, including @ mentions of any project user, then click Add Comment. The tag "Has Comments will be applied to the document, and any users who were mentioned will receive a notification that links them directly to the document.

Adding Annotations

Document Text: In the document viewer, double-click on a word OR click and drag to highlight. The "Annotate" option will appear. Click "Annotate" to add your annotation text.

"Pin Drop" anywhere on the document: Right-click anywhere on the document. The "Annotate" option will appear. Click "Annotate" to add your annotation text.

Searching on Notes, Comments and Annotations:

You can use the Advanced Search Builder to search on existing Notes, Comments, and Annotations.

Annotation FAQ's

How do I edit an annotation?

Click directly on the highlighted annotation text, the annotation pin, or the annotation card on the right-side panel. Clicking into the annotation opens the annotation editor. Click "Save" to update your annotation.

How do I delete an annotation?

Click on the highlighted text, pin, or right-side panel card. Click on the trash can icon that appears next to the annotation text:

⚠️ Annotations can only be deleted by the user that applied them. ⚠️

How do I send another Logikcull user a link to an annotation?

Click on the link icon above the annotation text in the document viewer. The link will be saved to your clipboard. Paste the link in an email, chat conversation, or Document Comment to share with another user.

How do I re-order my annotations in the side panel?

You can sort your annotation cards in the right-side panel by clicking the sort arrow in the top corner of the annotations section. You can sort by author, newest to oldest, oldest to newest, or page location.

How do I hide/show the annotations on the document viewer?

You can hide or show annotations using the toggle switch on the right-side panel, or the keyboard shortcut (shift + a) to toggle annotations on or off.

How do I search for the content of annotations in my project?

You can use the "Logikcull Document Annotations" drop-down in the Advanced Search Builder, or the search syntax annotations.body: directly in the search bar.


Redacting Documents

🔗 Redacting Documents

To start redacting, select the “Redact” button in the toolbar above or to the right of the document. (If you do not see the redaction option, you can customize your tool bar. You can learn how to customize the tool bars here.)

  1. Draw Redactions: Click the "Draw Redactions" icon to manually draw boxes around sections of text you wish to redact.

  2. Select to Redact: Click the "Select to Redact" icon and click + drag a text selection. A pop-out menu will appear with the option to redact your selected text.

  3. Redact Current Page: Click the "Redact Current Page" icon to fully redact an entire page.

  4. Redact Multiple Pages: Click the "Redact Multiple Pages" icon to select one or more page ranges to redact. You can also select a redaction label from this menu.

You can click into any redaction to add, remove, or change the redaction label. Toggle redactions to be visible or invisible by clicking the "Redactions" icon in the top toolbar. You can also delete all redactions on a document by clicking the 3-dot menu at the top of the Redactions list in the document viewer.

You don't have to save after each redaction, but make sure to click "Save Redactions" before moving onto the next document.

💡 Producing Redacted Documents:

When you download redacted documents using the 4-step download workflow and include redacted images, Logikcull will:

  • Withhold the native from being produced, even if the file type is selected for inclusion with native files

  • Withhold native parent documents when one or more children has redactions

  • Re-OCR the image to ensure the redacted text is not produced


Culling Documents (cutting through the noise)

Culling is a powerful weapon against irrelevant junk that slows down document review. Culling hides a document from the active workspace. For example, if you run a search for irrelevant newsletter domains, you can cull those documents so that they're not returned in "unculled" search results. Culling a document does not delete it. Any culled document can be un-culled in order to return it to the active workspace.

You can cull or un-cull individual documents from your search results by clicking on the vertical dots on the lower right corner of the document card, then selecting "cull" or "un-cull" as needed:

You can also cull or un-cull individual documents from the document viewer in the same way, by hovering over the vertical dots in the document viewer and making your selection.

Toggle the Culled view in the filter carousel at any time to search and review your culled and un-culled documents.


Use the bulk action tool to cull a group of documents without having to select each document individually.


Sharing a single Document with Another User

There are a few ways you can share individual documents with other users in your Logikcull project.

Comments

The easiest and fastest way is to @mention another user in a document comment.

Share URL

Grab the URL for a document from the document viewer by selecting "Share" from the toolbar.

Assignment

Select "Assigned Users" from the side panel, then assign user(s).


Troubleshooting Document Review Tools

Why did I receive this message? "Warning: This PDF may not have a text layer."

In order to run searches and highlight the document preview image in Logikcull, the document must have at least one of these two properties:

  1. Document has been ingested with a searchable text layer on the preview image, OR

  2. OCR was run on a document image, adding the text layer during processing.


Additional Resources

Logikcull Learning Training Videos:

Pre-Recorded Webinar: Basic Search & Review

Document Review Course

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