Discovery users see a simplified interface. Their dashboard shows only case titles. Inside a case, they see a two-panel layout with permitted tags and files on the left and the document viewer on the right. Context menus offer only View and Download.
Discovery Dashboard
When a discovery user signs in, they land on their Discovery Dashboard. This is a simplified version of the standard Hintyr dashboard that shows only the cases they've been invited to. Each case displays its title only. Discovery users can't create new cases, view case metadata, or access organization-level settings.
Discovery portal case view layout
When a discovery user opens a case, they see a two-panel layout. The left panel shows the tags they have permission to view, each displayed as an expandable folder. Clicking a folder reveals the files within it. The right panel is the document viewer, which displays the selected file.
The left panel loads with the first folder expanded by default if it contains files. You can expand or collapse any folder by clicking its header. Selecting a file highlights it in the list and opens it in the viewer.
Discovery portal file version priority
When a file has multiple versions (original, Bates-stamped, redacted), the Discovery Portal automatically serves the most processed version. The priority order is:
- Redacted - If a redacted version exists, the discovery user sees and downloads it. A red Redacted badge appears next to the file name.
- Bates-stamped - If no redacted version exists but a Bates-stamped version does, that version is served. A blue Bates badge appears next to the file name.
- Original - If neither a redacted nor Bates-stamped version exists, the original file is served with no badge.
This priority system ensures discovery users always receive the appropriate version of each document. No manual selection is needed.
Version badges
Each file in the folder panel may display a colored badge indicating which version is being served. The Redacted badge appears in red to clearly indicate that sensitive content has been removed. The Bates badge appears in blue to indicate that the file carries Bates numbering. Files served as originals show no badge.
Context menu
Right-clicking a file or clicking the three-dot menu icon opens a simplified context menu with only two options: View and Download. Unlike the full case interface, there are no options for tagging, assigning custodians, redacting, or any other document management actions.