Adding notes to files

Last published : Apr 17, 2026
Reviewers can add notes to files that are visible to other reviewers of that case. Notes are case-specific, therefore, a note that is applied to a files in one case does not appear for the same file in a another case. Notes can be provided to files that are from the Review Sets only. You cannot provide notes to the files that are from the Research Set.
To add a note to a file
  1. From the eDiscoverytab, select theCases node to display the cases list in the main pane.
  2. Select the required case from the cases list.
Under the Casesnode in the left pane a***case_name*** node appears for the selected case.
  1. Click the case_name>Review Sets.
  2. Select the required search under the Review Sets node.
  3. On the Files tab, select the file to view its content in the preview pane.
  4. Click the More optionsicon and selectNotes.
  5. In the Add Notes dialog box, specify the note about this file.
  6. Click Add to save the note.
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