> ## Documentation Index
> Fetch the complete documentation index at: https://labs.laer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

## 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.

<Frame>
  <img src="https://mintcdn.com/epiqai/PTrKqfq7PLU1AcXh/images/protocol_list.png?fit=max&auto=format&n=PTrKqfq7PLU1AcXh&q=85&s=8073182e5fadc19fb4f381a6e5570a85" alt="" width="2770" height="966" data-path="images/protocol_list.png" />
</Frame>

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.

### 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.

<Frame>
  <img src="https://mintcdn.com/epiqai/5-Xpsc0dxL4Alr7A/images/default_protocol.png?fit=max&auto=format&n=5-Xpsc0dxL4Alr7A&q=85&s=9aedae10c70fdbec935f3e39592a02dd" alt="" width="2844" height="1560" data-path="images/default_protocol.png" />
</Frame>

You can change the default protocol to a different protocol or update the content of the protocol from the `Protocols` page.

### 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.

### 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`.

<Frame>
  <img src="https://mintcdn.com/epiqai/PTrKqfq7PLU1AcXh/images/protocol_versions.png?fit=max&auto=format&n=PTrKqfq7PLU1AcXh&q=85&s=0f6fce16fb9c178004143962b4747631" alt="" width="2766" height="1410" data-path="images/protocol_versions.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/epiqai/PTrKqfq7PLU1AcXh/images/protocol_edit.png?fit=max&auto=format&n=PTrKqfq7PLU1AcXh&q=85&s=c5099781f7aa44e560ae2dab74ba4163" alt="" width="2794" height="1418" data-path="images/protocol_edit.png" />
</Frame>

## 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.

<Danger>
  Deleting protocols is an irreversible and destructive action. Once a protocol has been deleted, it cannot be recovered.
</Danger>

## 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.