Issue Code Sensitive or Privileged Material

DocReviewPad includes two built-in Tags — Confidential and Privileged — that can’t be edited. Tags help identify and control sensitive materials throughout your case file.

A common example is a PDF that includes both ordinary hospital records and an embedded letter from defense counsel. By extracting the letter into its own file and tagging it Privileged, you can exclude it from production without affecting the rest of the record.

Assigning an Issue Code

When Bates labels are applied, any document tagged Confidential will automatically include the prefix “CONFIDENTIAL” in the Bates number.

How to Assign an Issue Code to a File

1. Open a file.

2. Tap Issue Code (tag icon) above the preview window.

3. Choose an Issue Code from the list.

4. Tap the two pages to apply it to the entire file. For documents, tap the single page to apply it only to the current page in the preview window.

Your selection is automatically applied and saved.

You can assign an Issue Code to multiple pages within a single document. This is helpful for large document sets.

How to Assign an Issue Code to Multiple Pages of a Document

1. Open a document.

2. Tap Grid to view all pages.

3. Select the pages to assign an Issue Code.

4. Tap Issue Code above the preview window.

5. Identify the desired Issue Code(s) from the list.

6. Tap Page to apply it only to the current page.

7. Tap Done.

You can assign an Issue Code or Issue Codes to multiple files at once.

How to Assign an Issue Code to Multiple Files

1. Tap Select and select your desired files.

2. Tap Edit.

3. Choose Assign/Edit Issue Codes…

4. Tap the Issue Code to assign it to the entire File at once. Your selection is automatically applied and saved.

The button appears solid green when the Issue Code is active. If you assign a code by mistake, tap the Undo button at the bottom of the pop-over to revert your last change.

How to Remove an Issue Code

1. Tap Issue Code.

2. Tap Document or Page again to unassign the code.

Exporting Information

Tagged documents give you control over what leaves your workspace.

• Documents tagged Confidential or Privileged are automatically excluded from exports unless you choose to include them.

• Segmenting files—such as splitting exhibits or isolating privileged letters—lets you export only what’s relevant for your production, expert review, or motion filings.

For example:

• Export only redacted or tagged “Trade Secrets” documents for expert review.

• Exclude privileged correspondence from a production set.

Each export can be tailored to your litigation objective while maintaining strict confidentiality and precision.