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 the record custodian
  • Add 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: 

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