There are two ways to edit the details of a source document: (1) from the Sources page or (2) from within the Document Reviewer.
From either location, you can add or edit the following information:
Edit the name of the source
Identify who is responsible for reviewing the document
Set a review status (Not Started, In Progress, or Complete)
Add case contacts you want associated with the source (such as a custodian)
Add source tags to categorize the document
Edit the citation formatting (e.g. add your beginning Bates number)
Add a memo
To edit a source from the Sources page, click on the pencil icon to the right of the source.
To edit a source from within the document reviewer, click the "edit source" button in the menu bar.
To read more about working with source documents, check out these articles: