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Everything posted by JakeR

  1. Hi, I currently have a matter which is shared out using Intella Connect 2.2. This particular matter has a range of spreadsheets across multiple sources. Each of these spreadsheets has a reference number column in which the content takes the form of a combination of letters and numbers (e.g JR-0000). I can see in the Contents and Preview Tab of a spreadsheet that the required reference number is present, however, when I copy and paste the reference number out of the content tab and then conduct a search across the whole data set, I do not find any responsive files. I have tried this within quotes, no quotes and even with wildcards but still, the spreadsheets don't seem to responsive. To make things even more confusing, if I then conduct a search and preview the item ID of the initial spreadsheet which the content was copied from, the reference number is highlighted in the content tab like it should be responsive. Do you have any idea why this spreadsheet and others like this are not responsive to the search even though I can see the text is present? Thank you for your help.
  2. Hi, I currently have a matter, where the client has a tagging structure where they are applying subtags for relevance and privilege. See structure below: Parent Tag - Relevance Sub Tags - Relevant, Not Relevant, Unsure Parent Tag - Privilege Sub Tags - Not Privileged, Privileged, Unsure The coding layout out is set to ensure that all users must tag an item with a subtag of relevance and privilege this is done by using the Required Option on the hierarchy of relevance and privilege. However, if the document is said to be not relevant then the users are finding it can be a bit of pain applying the privileged tag too, as this is not required if the item is not relevant. Is there any way to apply a rule where if an Item is tagged with Not Relevant then a privileged tag is not required. However, if an item is tagged with any other relevance sub tag then a tag on privilege is required. Thank you in advance for your time.
  3. Hi Everyone, I was just wondering whether or not this feature has been implemented yet, I can see this chain of comms was from Feb 2017 so i'm guessing it has but I struggling to find it. I have a similar Issue to emilyvforrest where a client has reviewed a batch and would consequently like to amend some of the tags applied to the documents. However, due to this batch being already completed it has now changed to Read-only. From the above, I understand there are ways around this such as the query for Items but it would be more beneficial for the batch to be reopened as previously discussed. This makes it easier for the client to review the data on Intella. Thank you in advance for your time.
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