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In a traditional coding template, all relevant coding items appear independently, with equal weight. The values in one item do not affect whether other items must be coded.
If many documents should be coded with the same values, you can speed up the review process by providing suggested coding values. Users can copy the suggested values to the coding fields on a document.
Before you start, create the items that you want to add to the coding template, such as fields, binders, issues, and so on. For information about how to create items that can be coded, see Introduction to Case Setup.
Use the following procedure to create a traditional coding template.
1.Open the Documents page.
2.In the Code pane, click the Code single document button.
3.Ensure that the All Values menu is selected.
4.Click Admin.
5.Click New.
6.Type a Name for the traditional coding template. Reviewers see this name on the Code pane in the Documents page.
7.Click Create.
8.In the New Section box, type a label for the section, and then click Add.
9.To add an item to the template, in the left pane, select or search for an item on the various tabs. Then, drag the item to the right pane.
Note: If you include an item on multiple coding templates, reviewers can code the item from each template. The value that applies is the most recently coded value.
10.To require reviewers to code an item, select the check box in the Mandatory column (the column with the asterisk).
11.Optionally, you can allow reviewers to code an item with a suggested value. In the Default Value column, provide a suggested value. Suggested values appear in the Code pane as hints. For more information about hints, see Code documents using hints.
12.Repeat the previous steps to add additional items or sections to the template.
13.To rearrange items, drag the handle on an item to move a row up or down. To rearrange all items in a section, drag the handle next to the section name.
14.Click Save.
For information about how to set group permissions for a traditional coding template, see Work with security for objects.
Use the following procedure to edit a traditional coding template.
1.Open the Documents page.
2.In the Code pane, click the Code single document button.
3.Ensure that the All Values menu is selected.
4.Click Admin.
5.In the Templates list, select the coding template to edit.
6.To edit which items appear on the template, select from the following options:
oTo add an item to the template, in the left pane, select or search for an items on the various tabs. Then, drag the item to the right pane.
oTo provide reviewers with a suggested value for an item, in the Default Value column, enter a suggested value.
oTo add a section, type a label for the section in the New Section box, and then click Add.
oTo require reviewers to code an item, select the check box in the Mandatory column (the column with the asterisk).
oTo edit a section label, click the section name, and then type a new name.
oTo rearrange items, drag the handle on an item to move a row up or down. To rearrange all items in a section, drag the handle next to the section name.
oTo remove an item or a section, click the Delete button.
Caution: If you delete a section, all of the items in the section are also deleted.
7.To rename a template, click Rename. Type a Name for the template, and then click Rename.
8.When you are finished editing the template, click Save.
You can delete a traditional coding template.
When you delete a traditional coding template, any values that are coded to items in the template remain coded.
Use the following procedure to delete a traditional coding template.
1.Open the Documents page.
2.In the Code pane, click the Code single document button.
3.Ensure that the All Values menu is selected.
4.Click Admin.
5.In the Templates list, select the traditional coding template that you want to delete.
6.Click Delete, and then click Delete in the confirmation message.
7.To close the window, click the X.
