Abstract: Methods and apparatus for deleting a plurality of documents associated with an electronic document review application are disclosed. For example, a user may specify a subset of documents that the user would like to review in an electronic document review application. The system executes a query to construct a document container that lists the plurality of documents and automatically downloads the documents and associated metadata to the portable electronic device. The system then periodically compares a current time associated with a local clock of the portable electronic device with an expiration time to determine a comparison result (e.g., is a certain document container more than 30 days old?). The system automatically deletes the document container and any of the plurality of documents that were downloaded to the portable electronic device when the comparison result is indicative of the plurality of documents expiring.

Abstract: Methods and apparatus for annotating documents are disclosed. For example, a user of an electronic record management system may be viewing a document and/or metadata associated with a document offline, such as on a tablet device that does not necessarily have network connectivity. Prior to losing network connectivity, a saved search associated with a user profile is executed to retrieve a subset of documents. The subset of documents and associated metadata are then automatically downloaded to the portable electronic device. Subsequently, even if the device loses network connectivity (e.g., the user is on an airplane), the user may annotate documents. After network connectivity is restored, the documents and the annotated version of the documents are automatically synchronized, which may include merging the user's annotations with other user's annotations.

Abstract: Methods and apparatus for associating a document with a database field value are disclosed. For example, a user of an electronic record management system may be viewing a document and/or metadata associated with a document on a primary display, such as a desktop computer display. In addition, the user may be viewing various database fields and/or potential values for those fields on a secondary display, such as a tablet device. The user can then select certain user interface objects, such as buttons, and/or perform certain predefined user gestures, such as a left swipe, on the secondary display. As a result, one or more database fields associated with the document are populated with one or more values. For example, the user may be executing an electronic document review application on a desktop computer while coding documents using a tablet device synchronized to the electronic document review application via the Internet.