SaaS / Hosted Monthly Release Notes - November 2022 (10.12.005 - 10.13.000)

Tools menu > OCR processing: Option to generate text files without page links in the footers

In previous versions, when users generated text files using OCR processing but did not embed that text in a PDF, the application added page number links to the footers of the resulting text files. In this version, users who submit OCR processing jobs can include or exclude page number links for each job. To access this functionality, on the Documents page, select one or more documents to OCR, select Tools > OCR processing, and select the Enable page links in OCR text check box in the OCR processing dialog box.

OCR Processing dialog showing the Enable page links in OCR text option.

Case Options: Option to generate text files without page links in the footers

In previous versions, when users generated text files using OCR processing but did not embed that text in a PDF, the application added page number links to the footers of the resulting text files. In this version, Administrators can set the default behavior for this functionality by selecting the check box for the Enable page links in OCR text option on the Portal Management > Cases and Servers > [Case] > Case Options page.

Case Options page showing the Enable page links in OCR text option.

SaaS / Hosted Monthly Release Notes - October 2022 (10.12.003 - 10.12.004)

Search: New behavior for Page Count searches

This release includes the following new behavior for Page Count searches on the Search page:

  • When you perform a search for the Page Count field with the has a value operator, the application returns documents for which one or more of the pages records has a page count greater than zero.
  • When you perform a search for the Page Count field with the does not have a value operator, the application returns documents for which one or more of the pages records has a page count of zero or is missing a page count. This search also returns documents that have no pages records.
  • When you perform a search for the Page Count field, with the is operator, and a value of 0, the application returns documents for which one or more of the pages records has a page count of zero or is missing a page count.

Conditional Coding: Notes field now available

The Notes field is now available in the Conditional Coding pane. Previously, this feature was available only in the Code pane.

You can communicate with other reviewers by adding and replying to notes in a document. For example, you can use a note to ask your review lead a question about a document, and your review lead can add a reply to the note.

Tip: You can search for documents that include notes using the Note Content or Note Category fields on the Search page.

You can add a note to a document or to a document page.

Add a note to a document

To add a note to a document:

  1. On the Documents page, in the List pane, select a document.
  2. In the Conditional Coding pane, select the Notes template or the All Values template. Or if your case administrator included the Notes field in your conditional coding template, select that coding template.
  3. Next to the Notes field, click Add note.
  4. Conditional Coding pane showing the Add note button.
  5. In the Add note dialog box:
    • (Optional) From the Category list, select a category or leave the Uncategorized option.
    • (Optional) By default, other users can view notes. If you want to hide the note from other users, select the Private check box.
    • Note: Administrators can view private notes.

    • Enter the note text.
    • Tip: You can add a link to a document, an object, a transcript or a transcript page, or a website to your note.

      Add note dialog box showing the menu for linking notes.
    • Click OK.
    • The note appears in the Conditional Coding pane.

      Conditional Coding pane showing the added note.

Reply to a note in a document

To reply to a note in a document:

  1. In the Conditional Coding pane, in the note, click Reply.
  2. Conditional Coding pane showing the Reply icon.
  3. In the Reply to note dialog box, enter your note, and then click OK.
  4. Reply to note dialog box.

    The reply appears in the Conditional Coding pane.

    Conditional Coding pane showing the reply.

Edit a note in a document

To edit a note in a document:

  1. In a note or reply, click Edit.
  2. Conditional Coding pane showing the Edit icon.

    Note: Group Leaders and Group Members can edit only the notes that they created.

  3. In the Edit note dialog box, make edits.
  4. Click OK.

Delete your original note

To delete a note that does not yet have a reply:

  • In the note, click Delete.
  • Conditional Coding pane showing the Delete icon for deleting the original note.

Delete a reply to a note in a document

To delete a reply to a note in a document:

  • In the latest reply to a note, click Delete.
  • Note: The Delete button is available only for the latest reply to a note.

    Conditional Coding pane showing the Delete icon to delete the reply.

Add a note to a document page

You can add a note to a specific page in a document if the document has a PDF or image file.

To add a note to a specific document page:

  1. Select a document.
  2. In the View pane, on the toolbar, click the Image viewer button.
  3. In the Image viewer, on the vertical toolbar, click the Note button.
  4. Image viewer shwoing the Note button.
  5. Click the location in the document where you want to add the note.
  6. In the Add note dialog box:
    • (Optional) From the Category list, select a category or leave the Uncategorized option.
    • (Optional) By default, other users can view notes. If you want to hide the note from other users, select the Private check box.
    • Note: Administrators can view private notes.

    • Enter the note text.
    • Tip: You can add a link to a document, an object, a transcript or a transcript page, or a website to your note.

    • Click OK.
    • The note appears in the Conditional Coding pane with a page icon that identifies the page number. When you click the page icon, the application takes you to the document page with the note.

      Conditional Coding pane showing the Page number icon.

Note: If you add a note to a document page in the View pane, you can edit or reply to that note in the Conditional Coding pane or the View pane. However, you can delete a note only in the View pane.

Delete a note on a document page in the View pane

To delete a note on a document page in the Image viewer in the View pane:

  1. In the View pane, in the Image viewer, go to the page with the note.
  2. Select the note.
  3. On the vertical toolbar, click the Delete button.
  4. Image viewer showing the Delete button.

Notes about notes

The icons in the Conditional Coding pane help you to identify if a user added a note to a document or to a document page.

  • If a user added a note to a document from the Conditional Coding pane, the icon appears as a white page on a black circle.
  • If a user added a note to a specific page in a document from the Image viewer in the View pane, the icon appears as a blue page.
  • Conditional Coding pane showing the blue page icon.

Case Setup > Conditional Templates: Add a Notes field

Administrators can now add a Notes field to a conditional template, which allows users to work with this field in a coding template in the Conditional Coding pane.

To add a Notes field to a Conditional Template:

  1. On the Case Setup > Conditional Templates > Coding fields page, in the Add field lists, select Document in the first list and Notes in the second list.
  2. Coding fields page showing the Add button.
  3. Click the Add button (plus symbol).
  4. The Notes field appears in the Coding field table.

Case Setup > Grant access to Note Categories

Note categories provide a way for users to organize their notes to make them easier to find. For example, users can search for notes based on the note category. Administrators and Group Leaders can manage note categories.

To grant users access to a note category:

  1. On the Case Setup > Note Categories page, click the link for a note category.
  2. In the navigation pane, click Security.
  3. Set the security for user groups to Allow or Write.
  • Allow permission lets users in the group view and search for notes in the category.
  • Write permission lets users in the group add, edit, reply to, and delete notes in the category.
  • Administrators can edit and delete notes created by other users.

Note: Group Leaders and Group Members can edit and delete only notes that they created.

SaaS / Hosted Monthly Release Notes - September 2022 (10.12.001 - 10.12.002)

SaaS / Hosted Monthly Release Notes - August 2022 (10.11.005 - 10.12.000)

Introducing the Bulk Annotations feature

The Bulk Annotations feature allows users to apply highlights or redactions to multiple documents simultaneously.

Apply bulk annotations on the Documents page

You can apply annotations to multiple documents at the same time.

To apply bulk annotations:

  1. On the Documents page, in the List pane, select the check box next to the documents that you want to apply bulk annotations to.
  2. On the Tools menu, under Processing, select Bulk annotations.
  3. Bulk Annotations window

    The Bulk annotations window appears.

  4. On the Exclusions page, the documents that you selected for bulk annotation are sorted by the number of documents that will be submitted for bulk annotation and the number of documents that will not be submitted. In the Document must be excluded area, you can search for documents that will not be annotated using the Bulk Annotations feature. Click a number to see the list of affected documents. Click Next.
  5. Exclusions page

    Note: Documents must be imaged in PDF format prior to using the Bulk Annotations feature.

  6. On the Terms page, in the Option list, select one of the following:
    • Advanced query syntax: Enter the search terms and operators to identify the text that you want to highlight or redact.
    • Terms page showing the Advanced query syntax option
    • Search Term Families: Select the search term family that identifies the terms you want to highlight or redact.
    • Terms page showing the Search Term Families option

      Note: The Document count column displays only the number of base documents and not renditions.

  7. Click Next.
  8. On the Annotation page, select either of the following options:
    • Redaction: Click the box for the color of the redaction. You can select only black or white. Select the label for the redaction in the list.
    • Annotation page showing the Redation option
    • Highlight: Select a highlight option from the list.
    • Annotation page showing the Highlight option
  9. Click OK.
  10. The application submits the annotation job.

View documents displaying bulk annotations

After the bulk annotation job is completed, you can view the annotations in the Annotations List pane, which you can access from the Image viewer in the View pane.

Bulk Annotations completed view

Administer the Bulk Annotations feature

The Bulk Annotations feature allows users to apply highlights or redactions to multiple documents simultaneously. This section describes how to administer this feature.

Enable the Bulk Annotations feature

To enable the Bulk Annotations feature, administrators must grant users access to the Processing - Bulk annotations feature.

To grant or deny access to this feature:

  1. On the Case Home page, under Security, click Features.
  2. In the row for Processing - Bulk annotations, under a group column, click the Allow or Deny option.
  3. Features page showing Processing of Bulk annotations

Enable bulk annotation system fields

Administrators can make bulk annotation system fields available to user groups. The fields appear as search criteria that the user can select on the Search page and as columns to display in the List pane.

The following system fields are available:

  • Bulk Annotation ID: The job ID of the bulk annotation job that was submitted.
  • Bulk Annotation Reverted ID: The job ID of the reverted bulk annotation job that was submitted.
  • Bulk Annotation Reverted Status: The current status of the reverted bulk annotation job.
  • Bulk Annotation Status: The current status of the bulk annotation job.

View documents displaying bulk annotations

To view the annotations in your document:

  1. On the Manage Documents > Bulk Annotations page, on the Bulk annotation jobs tab, click the number displayed next to your job ID in the Documents column.
  2. On the Documents page, in the List pane, select the document in which you want to view the annotations.
  3. In the View pane, in the Image viewer, click the Annotation List button. The Annotation List pane displays the number of annotations and the page on which those annotations appear.
  4. Annotation List pane showing number of annotations

View Bulk annotation job properties

Administrators can view the properties and progress of bulk annotation jobs on the Bulk annotation jobs and Reverted jobs pages.

To view information about bulk annotations and reverted jobs:

  1. On the Case Home page, under Manage Documents, click Bulk Annotations.
  2. Select the Bulk annotation jobs or Reverted jobs tabs to view a list of jobs.
  3. Tabs showing Bulk annotation and Reverted jobs

    The columns that appear on these pages provide information such as Job ID, the number of documents annotated, the search terms or search term family used, the number of search terms identified, the number of annotations applied, and the name of the user who created the job.

Revert previously annotated documents

If you have applied bulk annotations to a selection of documents, you can revert the bulk annotations job such that the annotations are removed. When you revert a bulk annotation, the application does the following:

  • Removes the highlights or redactions from the document.
  • Adds information about the reverted job to the Reverted jobs tab.

To revert a bulk annotation job:

  1. On the Case Home page, under Manage Documents, click Bulk Annotations.
  2. On the Bulk annotation jobs page, select the check box next to the bulk annotation job that you want to revert.
  3. Note: You can revert annotations only for documents that were previously annotated using the Bulk Annotations feature. If you revert a bulk annotation job, all annotations that were applied using the Bulk Annotations feature are removed, including annotations modified manually.

  4. On the toolbar, click Revert.
  5. In the Revert bulk annotations dialog box, click OK.
  6. The application reverts the bulk annotations in the chosen document set. A dot appears in the Reverted column on the Bulk annotations page, and a new line appears on the Reverted jobs page that displays the details of the reverted job.

Download a bulk annotations report

To download a bulk annotations report to an .xls format:

  1. On the Case Home page, under Manage Documents, click Bulk Annotations.
  2. On the toolbar, click Download report.

Manage Documents > Ingestions and Imports: New system fields for Exif format

This release includes the following three new system fields to support the Exchangeable image file format (Exif):

  • [Meta] Exif Date Time: The date and time value from the Exif photo metadata.
  • [Meta] Exif Date Time Digitized: The date and time of the digitized image value from the Exif photo metadata.
  • [Meta] Exif Date Time Original: The date and time of the original image value from the Exif photo metadata.

Note: If an ingestion includes these fields, the application selects them by default on the Customize Fields page in the Advanced settings window. If an import includes these fields, you can update these fields on the Field Map page in the Import window.

SaaS / Hosted Monthly Release Notes - July 2022 (10.11.003 - 10.11.004)

Conditional Coding pane and Memo Editor pane: New user interface when linking to transcripts or transcript pages from a memo field

When you add a link to a transcript from a memo field in the Conditional Coding pane or the Memo Editor pane, the Link transcript dialog box now has a new user interface. The functionality is the same.

Link transcript dialog box showing Memo Editor functionality

To access this dialog box from the Conditional Coding pane, in a memo field in a coding template in the Conditional Coding pane, double-click text, and then click Transcript link on the inline menu.

Conditional Coding pane showing Link transcript functionality

To access this dialog box from the Memo Editor pane, double-click text, and then click Transcript link on the inline menu.

Memo Editor pane showing Transcript link functionality

Find and view hash duplicate documents in the Similar section in the Related pane

When you select documents in the List pane, the application includes hash duplicate documents that you can now view in the Similar section in the Related pane.

Hash duplicate documents have a similarity of 100.

The master duplicate document appears as the first document in the list in the Similar section.

In the Similarity column, the bold green type indicates the master duplicate document.

Tip: Hover over the number to in the Similarity column to display the tooltip for the Master duplicate document.

Related pane showing Master duplicates

The individual duplicate documents appear after the master duplicate document. The number in the Similarity column appears in bold black type to indicate an individual duplicate document.

Tip: Hover over the number in the Similarity column to display the tooltip for an Individual duplicate document.

Related pane showing Individual duplicates

Note: The application displays other similar documents and the similarity scores after the individual duplicate documents.

Connect API Explorer: importJobAddDocuments mutation updated for creating links

The importJobAddDocuments mutation now allows users to create links between person values and organization values within a case. To successfully import these links, you need to create and execute the following three mutations: The first to create the import job, the second to import the data containing the links, and the last to run the import job request.


Sample mutation to create the import job and retrieve a job ID:

mutation MyJobCreateMutation {
  importJobCreate(caseId: 6077
    input: {
      name: “Import People and Organization Links”
    }
  )
  {
    rdxJobId
  }
}


Results of the import job creation with needed job ID:

{
  “data”: {
    “importJobCreate”: {
      “rdxJobId”: 68
    }
  }
}


Sample import mutation using the created job ID:

mutation MyJobAddMutation {
  importJobAddDocuments(
    caseId: 6077
    input: {
      rdxJobId: 68,
      documents: {
        documentId: “POLinks_00000002”,
        correspondence: [
          {type: “From”,
            people: “fromme@from.com”,
            action: InsertUpdate},
          {type: “To”,
            people: “tome@to.com”,
            orgs: “I work at To”,
            action: InsertUpdate,
            linkPeopleOrg: Insert},
          {type: “To”,
            people: “justme@me.com”,
            orgs: “Me”,
            action: InsertUpdate},
          {type: “CC”,
            orgs: “Copy for everyone”,
            action: InsertUpdate},
          {type: “CC”,
            people: “aperson@everywhere.com”,
            orgs: [“Everywhere”, “Nowhere”],
            action: InsertUpdate,
            linkPeopleOrg: Insert}
        ]
      }
    }
  ) {
    documentCount
  }
}


Results of importing the link data:

{
  “data”: {
    “importJobAddDocuments”: {
      “documentCount”: 1
    }
  }
}


Sample mutation for running the import job:

mutation MyExecuteImportJobMutation {
  importJobSubmit(
    caseId: 6077,
    input: {
      rdxJobId: 69
    }
  )
  {
    rpfJobId
  }
}

SaaS / Hosted Monthly Release Notes - June 2022 (10.11.001 - 10.11.002)

Audio: Updated language models for the audio transcription feature

Nuix Discover uses the IBM Watson™ Speech to Text service for the audio transcription feature.

On September 15, 2022, IBM will deprecate the previous-generation language models and support only the next-generation language models.

Per IBM, “Next-generation models have higher throughput than the previous-generation models, so the service can return transcriptions more quickly. Next-generation models also provide noticeably better transcription accuracy.”

In preparation for this change, we migrated the previous-generation language models to the next-generation language models in Nuix Discover. We also added four new language models.

For information about the IBM Watson™ Speech to Text next-generation language models, see Next-generation languages and models | IBM Cloud Docs.

As of this release, the following next-generation language models are available in Nuix Discover:

  • Arabic (Modern Standard)
  • Chinese (Mandarin)
  • New: English (Australian)
  • English (UK)
  • English (US)
  • French
  • New: French (Canadian)
  • German
  • New: Italian
  • Japanese
  • Korean
  • Portuguese (Brazilian)
  • Spanish
  • New: Spanish (Latin America)

The following previous-generation language models were available in Nuix Discover until version 10.11.001:

  • Arabic (Modern Standard)
  • Brazilian Portuguese
  • Chinese (Mandarin)
  • English (UK)
  • French
  • German
  • Japanese
  • Korean
  • Spanish

Portal Management > Processing > Enhancements to the data filtering stage of an Ingestions job

As part of the ongoing effort to enhance the processing performance of Ingestions, to optimize the performance of the Data Filtering stage of an Ingestions job, the following four individual tasks are now a single data filtering task:

  • Filter by Date Range
  • Filter by excluded files
  • Filter by NIST
  • Filter by De-duplication

Portal Management > Settings: New portal options for Linux/Docker Ingestions to reduce preprocessing time

As part of the ongoing effort to enhance the processing performance of Ingestions in SaaS environments, the following two new portal options are available on the Portal Management > Settings > Portal Options page.

Note: These options apply only if you use the Linux/Docker Ingestions feature. If you configure the following two new portal options, verify that the Enable Linux/Docker Ingestions check box is selected.

  • Enable Linux/Docker Ingestions Autoscale EC2 Instances: If you select this check box, the Coordinator automatically provisions a Linux Ingestions worker when you submit an Ingestions job.
  • Ingestion AWS Lambda Function Name: Enter the name of the AWS Lambda function used to provision Linux Ingestions workers.
  • Portal Options page showing the Enable Linux and Ingestions AWS check box options

Connect API Explorer: Upgrade to case comparison operators

The Connect API Explorer now contains a new filter operator (op) when querying case data. Case operators used to support comparison patterns for LIKE, used for strings, and EQUALS, used for everything else. Now, a user can query case data using other comparison patterns against dates, strings, and numbers expanding upon the original operators.

String operators:

  • Like
  • StartsWith
  • Equals
  • NotEquals
  • HasValue
  • HasNoValue

Number and Date operators:

  • Equals
  • LessThan
  • LessThanOrEqual
  • GreaterThan
  • GreaterThanOrEqual
  • NotEquals
  • HasValue
  • HasNoValue

Sample query:

{
  cases(
    filter: {name: {op: Like, value: ”enron“}, 
      caseCreatedDate: {op: LessThanOrEqual, value: ”2020-02-12“}, 
      organizationId: {op: Equals, value: 6}}
  ) {
    id
    name
    caseCreatedDate
  }
}

Sample query results:

{
  ”data“: {
    ”cases“: [
      {
        ”id“: 6077,
        ”name“: ”Clean_Enron“,
        ”caseCreatedDate“: ”2017-10-16T17:44:04.95Z“
      }
    ]
  }
}

Connect API Explorer: Query saved searches

You can now query saved searches, using the savedSearches query, and retrieve their related data.

Parameters and filters available are:

  • id
  • name
  • createdDate
  • createdByUser

Sample query:

query cases {
  cases(ids: [1, 5]) {
    savedSearches {
      id
      name
      createdDate
      createdByUser {
        id
        userName
      }
    }
  }
}

Sample query results:

{
  ”data“: {
    ”cases“: [
      { ”name“: ”Acme6_PM2“, ”savedSearches“: [] }
      ,
      {
      ”name“: ”Clean_Enron“,
      ”savedSearches“: [
      {
      ”id“: 15,
      ”name“: ”[PERF] - RW - DO NOT DELETE FO FOO“,
      ”createdDate“: ”2016-03-15T22:48:46.743Z“,
      ”createdByUser“:
      { ”id“: 181, ”userName“: ”lsimpson“ }
      },
      {
      ”id“: 11,
      ”name“: ”[PERF] [WF] [VC] - DO NOT DELETE FO FOO“,
      ”createdDate“: ”2016-02-13T00:13:25.613Z“,
      ”createdByUser“:
      { ”id“: 2, ”userName“: ”abuckholt“ }
    }
    ]
  }
  ]
  }
}

Connect API Explorer: caseCreate mutation updates

The caseCreate mutation now contains a few new conditional updates based on the organizationId field.

  • When running the caseCreate mutation, it uses the organization’s default settings for servers and file repositories. However, if an organization’s default settings are not set, a message appears stating Organization defaults are not set for required servers or repositories.
  • If you do not provide an organization ID in the mutation, the application uses the user’s organization ID.
  • But, if the provided organization ID is not valid, a message appears stating Invalid organizationID input.
  • If the provided organization ID is valid, the application creates a new case under that ID. When the application creates this case, it schedules case metrics jobs based on the organization settings. But, if these settings do not exist, the case metrics job runs monthly.

Required fields:

  • caseName
  • organizationId

Optional fields:

  • Description
  • scheduleMetricsJob

Sample mutation:

mutation {
  caseCreate(
    input: {organizationId: 1, caseName: ”Cookie Monster“, description: ”nom nom nom&ld”quo;, scheduleMetricsJob: true}
  ) {
    case {
      id
    }
  }
}

SaaS / Hosted Monthly Release Notes - May 2022 (10.10.005 - 10.11.000)

Enhancements to processing performance in SaaS

Have you noticed a recent performance enhancement in your latest Ingestions or Search Term Families (STF) job?

For the past few months, the Nuix Discover team has been working on an initiative to enhance RPF processing performance, including:

  • Optimized RPF tasking
  • RPF data cleanup, including automatically archiving old RPF data during upgrade
  • SQL index improvements
  • Improved pre-processing times for Ingestions jobs
  • STF optimization

Additional performance enhancements are scheduled to be rolled out in an upcoming monthly release.

SaaS / Hosted Monthly Release Notes - April 2022 (10.10.003 - 10.10.004)

Conditional Coding: Customize the layout and zoom

In the Conditional Coding pane, you can now customize the layout of the coding field names and values in the Single coding and Mass coding views.

To customize the layout in the Conditional Coding pane:

  1. On the Conditional Coding pane menu, select Options.
  2. In the Options dialog box, under Layout, select one of the following options:
  3. Options Dialog box under Layout
    • Auto: With this option, which is selected by default, the application automatically adjusts the layout (top and bottom or left and right) of the field name and field values depending on the width of the pane.
    • Top and bottom: If you select this option, the application always displays the field values underneath the field name.
    • Example of the Top and Bottom option
    • Left and right: If you select this option, the application always displays the field name on the left side of the pane and the field values on the right side of the pane.
    • Example of the Left and Right option
  4. Click OK.

You can also change the zoom level to increase or decrease the display size of the content in the Single coding and Mass coding views. A smaller zoom level can be useful for showing more information on the screen.

To change the zoom level:

  1. On the Conditional Coding pane menu, select Options.
  2. In the Options dialog box, under Zoom (%), adjust the percentage. The default setting is 100. The zoom percentage range is 75-150.
  3. Click OK.

Conditional Coding: New Issues - Custom field for conditional templates

If your administrator added the Issues - Custom field to a conditional template in the Conditional Coding pane, you can now code documents to the issues included in this field.

Example of the new Issues – Custom field

Conditional Coding: New Source/Attachments field for conditional templates

If your administrator added the Source/Attachments field to a conditional template in the Conditional Coding pane, you can use this field to see where a document is positioned within the tree of its related Source/Attachments documents.

The current active document appears in black type, and the related document IDs are links that you can click to open each document in a standalone window. The icon and tooltip to the left of a document ID indicate the document type, and the icon color represents the coded value of the quick code field (if configured).

Example of the new Source-Attachments field

The Source/Attachments field also appears in the System Fields section of the All Values template in the Conditional Coding pane.

Example of the Source-Attachments field location

Browse pane: New Identities section

The Browse pane now includes a new Identities section. The identities that appear in this section are related to the Identity entity in a data model.

Example of the new Identities section

Note: If the Identities section does not appear in the Browse pane by default, you can add it to the Browse pane. To do so, from the Browse pane, select Options. In the Browse settings window, select Identities, and then click Save.

Case Setup > Conditional Templates > Coding fields: Enhancements to the Binders - Custom field

As of this release, to modify the values in the Binders - Custom field on the Case Setup > Conditional Templates > Coding fields page, you can click the blue Binders - Custom link.

Example of the new Binders-Custom field

Previously, to modify the values in the Binders - Custom field, you had to delete the field and then add a new Binders - Custom field.

Case Setup > Conditional Templates > Coding fields: Add an Issues - Custom field

On the Case Setup > Conditional Templates > [Name of template] > Coding fields page, you can now add the Issues - Custom field to a conditional template.

To add an Issues - Custom field to a conditional template:

  1. On the Case Setup > Conditional Templates > [Name of template] > Coding fields page, in the Add field list, select Issues - Custom.
  2. Note: You can add only one Issues - Custom field to a coding template.

  3. Click the Add button.
  4. Coding fields page showing the Add button
  5. In the Issues - Custom dialog box, select one or more issues, optionally select the Include sub-issues check box before selecting a parent issue to include all of its child issues with it in the field, and then click Save.
  6. Issues-Custom dialog box showing selection of multiple issues

    The Issues - Custom field appears at the bottom of the list of coding fields.

    Tip: You can click anywhere on the row to drag and move the field to a new location in the template. You can click the blue link to adjust the issues in the Issues - Custom field.

    Example of adjusting the Issues-Custom field
  7. The Issues - Custom field is then available in the Conditional Coding pane for the template, and reviewers can code documents to the issues in this field.
  8. Example of the Issues-Custom field in the Conditional Coding pane

To delete the Issues - Custom field from the template:

  1. On the Case Setup > Conditional Templates > [Name of template] > Coding fields page, select the check box next to the field.
  2. On the toolbar, click Delete.

Case Setup > Conditional Templates > Coding fields: Add a Source/Attachments field

On the Case Setup > Conditional Templates > [Name of template] > Coding fields page, you can now add the Source/Attachments field to a conditional template.

The Source/Attachments field displays a tree view of the document IDs of all source/attachment documents that are related to the active document. The document IDs of the related documents are links to open each document in a standalone window.

To add a Source/Attachments field to a conditional template:

  1. On the Case Setup > Conditional Templates > [Name of template] > Coding fields page, in the Add field list, select Source/Attachments.
  2. Click the Add button.
  3. Conditional Coding page showing Source-Attachments

    The Source/Attachments field appears at the bottom of the list of coding fields.

    Tip: You can click anywhere on the row and drag and move the field to a new location in the template.

  4. The Source/Attachments field is then available in the Conditional Coding pane for the template, and reviewers can use the field to learn about the Source/Attachments documents that are related to the active document.
  5. Example of the Source-Attachments field on the Conditional Coding page

To delete a Source/Attachments field from the template:

  1. On the Case Setup > Conditional Templates > [Name of template] > Coding fields page, select the check box next to the field.
  2. On the toolbar, click Delete.

Manage Documents > Ingestions: New system fields to support Nuix Engine multimedia file types

Three new system fields are now available on the Case Setup > System Fields page, as described in the following table. These fields are populated in Nuix Discover when you ingest the following multimedia file types using the Nuix Engine.

  • Nuix Engine multimedia file type:
    • ISO Media Type:
      • Nuix Discover system field: [Meta] ISO Media Type
      • Description: Type of media file
    • Multimedia Video Codec:
      • Nuix Discover system field: [Meta] Multimedia Video Codec
      • Description: Compression standards used to code or decode a video file. Requires an FFmpeg plugin.
    • Multimedia Audio Codec:
      • Nuix Discover system field: [Meta] Multimedia Audio Codec
      • Description: Compression standards used to code or decode an audio file. Requires an FFmpeg plugin.

Note: You can update to these fields when using the Imports feature.

Case cloning: Restricted user assignment setting now retained when cloning a case

When you clone a case, the application now retains the setting for the Restricted user assignment, which is available on the Properties page for a case.

Example of the Restricted user assignment setting on the Properties page

Note: The application also retains the setting when you clone a case—even if you select the Clear data check box on the Case Details page in the Clone case window.

Example of retaining the Case Details settings after cloning cases

SaaS / Hosted Monthly Release Notes - March 2022 (10.10.001 - 10.10.002)

Improved Nuix Discover login experience

In previous versions, SaaS users who inadvertently navigated to the Login Service URL received an error message.

Nuix SaaS Administrators have now configured the login experience such that users who go to the Login Service URL are redirected automatically to the appropriate portal URL.

View pane: Keyword summary

This release includes a new Keyword summary feature that enhances review productivity. You can now review hits in a document in a more efficient manner and focus your review on the specific content immediately around the keyword highlights enabled in the formatted and unformatted content views.

To use the Keyword summary feature:

  1. In the View pane, in Formatted content or Unformatted content view, on the toolbar, click Keyword summary.
  2. View pane showing Formatted or Unformatted content
  3. The layout changes and the application displays collapsed sections for only those parts of the document that contain hits. The layout also includes line numbers.
  4. View pane showing collapsed sections of content

    Note: If a document does not contain hits, the application does not collapse the sections, but does display line numbers.

    Each section includes a number next to the header of the section to indicate the number of collapsed lines, as well as the following buttons:

    • Expand more button Expand more: Expands the section with several lines before and after a hit, providing additional textual context of a hit in the document.
    • Collapse button Collapse: Collapses the section. This button appears in place of the Expand more button after clicking that button.
    • Expand all button Expand all: Expands the entire section and allows you to view all content in a section.
    • Collapse all button Collapse all: Collapses the entire section. This button appears in place of the Expand all button after clicking that button.
  5. To revert to the standard view, on the toolbar in the View pane, click Keyword summary.
  6. View pane showing the Keyword summary icon

Conditional Coding: New Binders - Custom field for conditional templates

If your administrator added the Binders - Custom field to a conditional template in the Conditional Coding pane, you can now code documents to the binders included in this field.

Conditional Coding pane showing the Binders - Shared and Custom sections

Translate: Italian available as a target translation language

You can now translate documents into Italian using the Microsoft or Google translation services available in the Translate tool or the Translate pane on the Documents page.

Case Setup > Conditional Templates: Add a Binders - Custom field

On the Case Setup > Conditional Templates > [Name of template] > Coding fields page, you can now add the Binders - Custom field to a conditional template.

To add a Binders - Custom field to a conditional template:

  1. On the Case Setup > Conditional Templates > [Name of template] > Coding fields page, in the Add field list, select Binders - Custom.
  2. Click the Add field button.
  3. Coding fields page showing the Add field button
  4. In the Binders - Custom window, select one or more binders and then click Save.
  5. The Binders - Custom window for saving selected fields
  6. The Binders - Custom field is then available in the Conditional Coding pane for the template, and reviewers can code documents to the binders in this field.
  7. Conditional Coding pane showing the Binders - Shared and Custom sections

Additional notes about the first release of this feature:

  • You can add only one Binders - Custom field to a coding template.
  • To change the binders included in the Binders - Custom field, you must delete the field and add a new one. In a future release, this field will be editable.

Case Setup > Issues: Enhancements to cloning issues and child issues

You can now clone child issues as well as top-level issues. Previously, you could clone only top-level issues.

A Clone button is now available on the toolbar.

Case Setup - Issues page showing the Clone button

Previously, the Clone issue button was available next to the issue on the Case Setup > Issues page.

Case Setup - Issues page showing the Clone issue icon

Note: You can clone only one top-level issue at a time. If you clone an issue, the application also clones the child issues and its subissues.

To clone a top-level issue:

  1. On the Case Setup > Issues page, select a top-level issue.
  2. Case Setup - Issues page showing the selection of the top level issue
  3. On the toolbar, click Clone.
  4. In the Clone issue window, confirm or modify the issue name.
  5. The cloned issue appears in the list.

To clone a child issue:

  1. On the Case Setup > Issues page, click the link for a top-level issue.
  2. On the Child Issues page, select a child issue or issues.
  3. Note: When you select a child issue, the application automatically selects any subissues of the child issue.

  4. On the toolbar, click Clone.
  5. In the Clone issue window, confirm or modify the issue name.
  6. Click OK.
  7. The cloned issue appears on the Case Setup > Issues > Child Issues page.

Case Setup > Issues: Move issues

You can now move top-level issues and child issues.

Note: If you move an issue, the application also moves the child issues and its subissues.

To move a top-level issue:

  1. On the Case Setup > Issues page, select a top-level issue.
  2. Case Setup - Issues page showing selection of the top level issue
  3. On the toolbar, click Move.
  4. In the Move issues window, select a top-level issue or child issue destination for the issue you want to move.
  5. Move issues window showing the selected issues to be moved and their chosen destination
  6. Click OK.
  7. The issue moves to the destination you selected.

To move a child issue:

  1. On the Case Setup > Issues page, click the link for a top-level issue.
  2. On the Child Issues page, select a child issue.
  3. Note: When you select a child issue, the application automatically selects any subissues.

  4. On the toolbar, click Move.
  5. Child Issues page showing a selection of issues and the Move button
  6. In the Move issues window, select a destination:
    • A new top-level issue.
    • An existing top-level or child issue.
    • Move issues window showing the selected issues to be moved and their chosen destination
  7. Click OK.
  8. The issue moves to the destination you selected.

Case Setup > Hierarchies: Preview a hierarchy

On the Case Setup > Hierarchies page, when you add a hierarchy, you can now preview the hierarchy before you save and run it to make sure that the hierarchy field and delimiter are useful.

The preview is limited to 10,000 documents and 1,000 nodes.

Note: You do not have to preview the hierarchy. After you set the properties for the hierarchy on the Properties page, you can skip to the Security page.

Add Hierarchy - Preview page showing a preview of the hierarchy

The hierarchy preview is available only when you add a new hierarchy. You cannot preview a hierarchy that you previously added. You can view the hierarchy in the Hierarchies section in the Browse pane on the Documents page.

Case Setup > System Fields: Italian now available as a target translation language

Italian is now available as an item for the Translation Languages field. If you grant a group permission to this field, group members can translate documents to Italian using the Translate tool or the Translate pane on the Documents page.

SaaS / Hosted Monthly Release Notes - February 2022 (10.9.005 - 10.10.000)

Load search file tool: Search for [RT] Family MD5 HASH

You can now search for the [RT] Family MD5 HASH field, as shown in the following figure, when using the Load search file tool, which is available on the Tools menu on the Documents page.

New Search page from the Load search file tool

Tools menu: Renumbering tool

The Renumbering tool on the Tools menu on the Documents page is now located in the Processing group, as shown in the following figure. You can still search for the Renumbering tool using the search box.

Note: This change was implemented in Nuix Discover version 10.9.003.

Processing group

Case Setup: Search Term Families: Hyphens now retained in search terms

On the Case Setup > Search Term Families page, when you include a hyphen in the Term label of a search term, for example, first-class, the application now retains the hyphen for the Term query, as shown in the following figure.

Terms page showing the search terms

Previously, when you saved the search term, the application retained the hyphen for the Term label, but removed the hyphen from the Term query, as shown in the following figure.

Terms page showing the selection of a search term

To ensure that hyphens are retained, a portal or system administrator must also check that one of the following two options are selected under Hyphens on the Portal Management > Settings > Indexing: Options page (for the portal) or the Cases and Servers > [Name of case] > Indexing: Options page (for the case), as shown in the following figure.

  • Treat as searchable characters
  • Apply all rules
  • Indexing Options page

As an example, if you select Apply all rules, three entries are in the index for any text that includes a hyphen, and first-class is indexed as follows:

  • first-class
  • firstclass
  • first class
  • Note: This has always been the case. This information serves only as a reference in the context of this update.

Manage Documents > Ingestions: Bloomberg Mail XML files and TAR attachments no longer create duplicate documents

When you ingest Bloomberg Mail XML files (that is, not chat) and corresponding attachments (TAR), the application no longer ingests the TAR file separately.

Note: TAR is short for Tape Archive and is a file in the Consolidated Unix File Archive format.

Previously, the application ingested the TAR file separately, which resulted in duplicate email attachments in Nuix Discover after ingestion.

Case Setup > People Identity: Updated user interface to enhance performance

The interface for the Case Setup > People Identity page (also referred to as the “Names Normalization” feature) has been updated to enhance performance when loading identities for large cases.

Previously, this page included a banner that displayed the following message, as shown in the following figure: New people names have been added. Click Normalize to normalize the people names to an identity. View non-normalized names.

People Identity page showing a banner message

As of version 10.10.000, the following changes have been made, as shown in the following figure:

  • The red banner and message no longer appear.
  • The page now includes three tabs:
      • Non-normalized: This tab displays the list of non-normalized names in the selected document set.
      • Normalized: This tab displays all normalized names in the selected document set.
      • All: This tab displays all normalized and non-normalized names in the selected document set.
      • People Identity page showing no banner and three new tabs

    The Download report and Assign identity buttons on the toolbar apply to the currently selected document set and tab.

Transcripts: Transcript search error now resolved: Requires reloading of affected transcripts

Previously, an error occurred when using the Find feature in Transcripts. The hits went to the wrong page or line number.

This issue is now resolved; however, you must reload any affected transcripts that you loaded into the case for Nuix Discover versions 10.5.001 through 10.9.004.

Portal Management > Cases and Servers > Cases > [Name of case] > Indexing options: Message appears in banner

The following message appears on the following pages on the Portal Management > Cases and Servers > Cases > [Name of case] page, as shown in the following figure: Case indexes must be rebuilt for changes to take effect after making updates on this page.

  • Indexing: Options
  • Indexing: Noise Words
  • Indexing: Alpha Standard
  • Indexing: Alpha Extended
  • Indexing: Thesaurus
  • Indexing: Stemming Rules
  • Indexing: File Type Rules
  • Cases page showing the different indexing options in navigation

Portal Management > Cases and Servers > Cases > [Name of case] > Content: File Type Rank: Message appears in banner

On the Portal Management > Cases and Servers > Cases > [Name of case] > Content: File Type Rank page, as shown in the following figure, the following message now appears in the banner: Indexing and Enrichment must be run for changes to take effect after making updates on this page.

Content File Type Rank page showing an indexing and enrichment message banner

Portal Management > Errors: Enhanced performance and new check box to view legacy errors

In version 10.10.000, the application changed the method for storing errors and created a new table in the portal database to populate errors. This change was made to enhance performance.

To view the errors for versions up until version 10.9.005, select the See legacy errors check box, as shown in the following figure.

Note: Errors will be written only to the new table for versions 10.10.000 and higher.

Errors page indicating the See legacy errors selection