Review protocols

Project Admins and Managers can add document review protocols in Word or PDF format, or create a new document review protocol directly in Epiq AI. A review protocol contains a list of tags that should be included in the tagging panel along with tagging instructions. The protocol is viewable from the document annotation interface when reviewers are tagging documents.

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Upload review protocols

In the project’s menu, click the Protocols section and go to the Review Protocols page. Click on the Create New Protocol button. You will be prompted to upload protocol files from your system or create a protocol from a template. If you upload a protocol with the same filename as a protocol that already exists, it will be treated as the same protocol but a newer version. If you click Create from template, the system will automatically generate a protocol and it will appear as a new entry in the protocol table.

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Default protocol

There is one protocol that will be the default protocol for the entire project. The default protocol is viewable for any user who is reviewing documents. You can click the Protocol button that is on the top right of the document viewer screen and view the protocol for tagging instructions. You can change the default protocol to a different protocol or update the content of the protocol from the Protocols page.

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Protocol template

You can create a protocol directly from a system-generated template. After clicking Create from template, a new protocol will be generated with a default filename protocol-<datetime>.docx , and show up as the last entry in the protocol table.

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Protocol versions

You can select a protocol and view its versions. Click the three dots in the same row as the protocol of interest and then click View.

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Edit a protocol

You can edit a protocol by clicking the Edit button on the Protocol View page or from the three-dot menu in the row of the selected protocol. You can edit the protocol in a Word editor and save your changes by clicking Save. Every time you save changes, it will create a new protocol version.

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Delete a protocol

Only Project Admins and Managers can delete a protocol. On the Review protocols page, select the protocol(s) you want to delete and click the Delete button.

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Download protocols

On the Review protocols page, select the protocol(s) you want to download and then click Download. You can also export a protocol in Word or PDF format by clicking the three-dot menu at the end of the row of the protocol.