Description

When documents are reviewed by multiple reviewers, it may be helpful to have the documents spread evenly across multiple Clearwell folders. Each reviewer can have their own folder to work on so the work completes at a faster rate.

To distribute documents evenly across multiple folders, follow the steps below:

1. Login to Clearwell and go to the case in question
2. Click on the Case Home tab
3. Select Folders from the sub menu
4. Create the number of folders needed plus one (Example: There are 5 reviewers, 1 folder per reviewer, 5 folders are needed, create 6 folders)
5. Name the one extra folder Temporary
6. Go to the Analysis & Review tab
7. Run a search to find all documents that are going to be reviewed
8. Go to Actions > Folder
9. Select All Documents or Selected Documents appropriately and click Next
10. Make sure the sample screen says 100% and click Next
11. On the folders screen select the option Copy to Folder and select the Temporary folder from the bottom dropdown and click Next
12. Click Finish
13. At the top of Analysis & Review change the folder to search to the Temporary folder and click Go
14. Go to Actions > Folder
15. Select All documents and click Next
16. On the sample screen select the percentage of documents to move (Example: 4 reviewers = 25% per folder, 10 reviewers = 10% per folder) and click Next
17. From the top dropdown menu select Move to Folder (This option is important to avoid duplicate documents in different folders) and click Next
18. From the bottom dropdown menu select the first folder for the reviewers and click Next
19. Click Finish
20. Repeat steps 14 - 19 for each subsequent folder
21. Once all items have been removed from the Temporary folder it can be removed