When you open a case, you need a single place to find, organize, and act on your documents. The document browser is that place. It occupies the left panel and gives you three tabs: uploads, table of contents, and tags. From any tab you can open documents for review, apply tags, assign custodians, and run file actions on one document or many at once.
Your starting point for document review
Every case in Hintyr uses a three-panel layout. The document browser occupies the left panel and serves as your primary starting point for review. When you open a case, the document browser appears by default. It lists your uploaded documents and lets you browse, filter, and run file actions without leaving the page.
Three tabs organize the document browser, each giving you a different way into your case documents. The uploads tab lists documents by upload batch and preserves folder structures and parent-child relationships such as emails with attachments. The table of contents tab builds an index of categories (people, document types, dates, email addresses, and more) so you can browse by metadata instead of file name. The tags tab lets you view and manage tags you created manually or through the Tag Wizard.
Three tabs, three ways to find what you need
Three tab buttons at the top of the document browser let you switch between views of your case files:
- Uploads - The default view. Shows your documents with folder groupings, file type icons, and processing status. Click any document to open it for review in the viewer panel.
- Table of Contents - An index organized by category, built from extracted metadata. Expand a category to see its values, then expand a value to see matching documents. The fastest way to find documents by who, what, or when.
- Tags - Lists all tags applied to documents in your case. Expand a tag to see which documents belong to it. Create tags manually or use the Tag Wizard to build criteria-based tags.
You can switch between tabs at any time. Your active tab persists while you work in other parts of the case interface.
Acting on your documents
Every document row in the document browser has a three-dot menu button that opens the file actions menu. From there you can view a document, download it, check its metadata, add it to a tag, assign a custodian, apply redactions, stamp Bates numbers, and more. See the complete file actions reference for the full list.
Need to act on many documents at once? Select multiple with Ctrl+click or Shift+click, then apply bulk file actions such as tagging, custodian assignment, or deletion to the entire selection. See multi-select operations in the document browser for details.