Every document in your case needs a consistent set of review actions in one place. The file actions menu is the three-dot menu on each document row in the document browser. It covers viewing, downloading, redaction, Bates stamping, tagging, custodian assignment, privilege designation, and more.
How to open the file actions menu
Every document row in the document browser has a three-dot button on the right side. Click it to open the file actions menu for that document. The menu appears as a dropdown listing all available actions. Some run directly; others expand into a submenu with further options.
Every file action, explained
Here is what each action does:
1. View
Opens the document in the document viewer (center panel). Same as clicking the document row directly. The document renders for in-browser display so you can read, scroll, and interact without downloading.
2. Document details
Opens a panel showing full metadata: name, type, size, creation and modification dates, assigned custodians, Bates number (if applied), and current processing status. Use this to verify details or confirm document provenance.
3. Download
Downloads the document to your computer. If redactions or Bates numbers have been applied, the download includes those changes. To get the original version before modifications, use the Revert action first. Useful for saving a local copy or sharing a document outside Hintyr.
4. Bates number
Opens the Bates numbering dialog where you set a prefix and starting number. Hintyr stamps each page accordingly. Bates numbering is standard practice in document production, assigning a unique sequential identifier to every page. See Bates numbering for a full guide.
5. Prepare for redaction
Opens the document in the PDF viewer with redaction tools active. If the document is not yet a PDF, Hintyr converts it first. You can draw redaction boxes, search for terms to redact, and apply redactions permanently. See Redaction for detailed instructions.
6. Add to tag
Opens a submenu listing all tags in your case, plus an option to create a new tag. Select one to add the document. A document can belong to multiple tags. Tags already applied appear marked in the submenu so you can see current assignments at a glance.
7. Assign to custodian
Opens a submenu listing all custodians in your case, plus an option to create a new one. Assigning a custodian links the document to the person or entity who had possession, custody, or control of it. Use this to track provenance, meet discovery obligations, and organize production sets by custodian.
8. Mark privileged
Opens a submenu with privilege designation options: Attorney-Client Privilege, Work Product Protection, Both, or Remove Privilege. Marking a document as privileged flags it for withholding from production and helps you track privileged documents under FRCP 26(b)(5). You can change or remove the designation at any time.
9. Document note
Creates or opens a note linked to this document. You can record observations, flag issues, or leave instructions for team members. Notes are visible to all case members and persist until deleted.
10. Rename
Opens a dialog to change the document's display name. The original name stays in document details for reference, but the new name appears throughout the document browser: uploads tab, table of contents, and tags tab. Useful when you want a name that reflects the document's content or role in your case.
11. Revert
Opens a submenu with options to undo changes. What you see here depends on the document's current state:
- Remove Redactions - Strips all redactions and restores the unredacted version.
- Remove Bates - Removes Bates number stamps from the document.
- Restore Original - Reverts the document to its original uploaded state, undoing all modifications.
12. Delete
Deletes the document from your case. A confirmation dialog appears first to prevent accidental deletion. Once confirmed, the document and all associated data (tags, notes, redactions, Bates numbers) are removed.