Epiq Discover Version 4.10 Release Notes (October 2026)

New releases of Epiq Discover include added features, functional enhancements, and bug fixes, as described in this release note. For this release note, the organization of the notes starts with general information, followed by discovery phases (Collect, Process, Analyze, Inspect/Review, and Production), Administration, and Desktop Client.

Bug fixes appear at the bottom of the release note. In addition, refer to the following topics for previous release notes and information about limitations and specifications.

Release Highlights

Release 4.10 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

  • Bates Number Search Enhancement – Need to find a large set of Bates numbers? Import a text file with the Bates numbers to quickly identify and retrieve the documents you need.

  • Inverse Redaction – When viewing an image, select the content you want to keep and then apply the inverse redaction, including a reason, so that Epiq Discover redacts everything else for you.

  • Epiq Assist Folder-Based Chat – Apply a folder filter in Epiq Assist (AI Chat) to keep your conversations and AI responses focused on documents in that folder.

  • Collect and Process from DataHub – Start processing data directly from DataHub for a simpler, more streamlined ingestion workflow.

  • Load from DataHub – Complete third-party loads approximately 60% faster by loading directly from DataHub.

Enhancements in Release 4.10

General

Epiq Discover Help URL changes

As part of ongoing work to enhance our Epiq product documentation, we moved the Discover and Desktop Client Help links to the docs.epiqglobal.com domain using the following URLs.

When you click Help in Epiq Discover, release 4.10, the pages will open using the new URLs. Any previous links you saved will still resolve. However we recommend saving links with the new domain when time allows. (1120193)

Collect

Collect and process files from DataHub

Added the ability to collect and process files from DataHub. When you create a collection, you can apply custom metadata and assign different custodians and data labels to files, allowing you to manage multiple custodians and labels within the same collection. (946281)

For more information, refer to the following topics.

Load from DataHub

Added the ability to load third party data directly from DataHub by using the new workflow in Epiq Discover. This enhancement removes the dependency on Desktop Client for starting and monitoring loading jobs and provides a web-based experience for configuring, validating, and loading production data.

During the workflow, you can specify a job name and destination, select the load files stored in DataHub, configure load file settings such as file encoding, date format, time zone, and delimiters, and map source fields to fields.

The system automatically maps fields when source and destination field names match and allows you to manually map fields when needed. Before loading data, you can validate the load configuration and review validation results.

The system runs loading jobs asynchronously and lets you monitor job status, progress, and results from the page. Job details display the load source, such as Desktop Client or DataHub, and provide access to reports generated during validation and loading. (751318)

For more information, refer to the following topics.

Inspect/Review

Native Excel Viewer updates

Native Excel Viewer is now enabled by default for old and newly created projects. You can enable or disable the feature through as needed. Also, added the ability to automatically adjust row heights and column widths in the Native Excel Viewer, based on cell content, for improved spreadsheet readability. Additionally, you can redact an entire worksheet in a single action instead of manually selecting and dragging across cell ranges. This action applies only to the active worksheet.(1140773, 1140775)

For more information, refer to following topics.

Image redaction updates

Inverse redaction

Added the ability to keep only selected content visible and redact all other content on the page. You can define multiple visible regions on a page and redact everything else. You can also move, resize, and delete visible regions. The system records the creation, modification, and deletion of inverse redactions in the Audit History report. (972012)

For more information, refer to Redact a document in Review.

Automatic redaction update

In >, you can now add multiple redaction terms at once by pasting a list of terms or uploading a CSV or TXT file instead of entering terms one at a time. (1068602)

For more information, refer to Automatically redact documents.

Epiq Assist updates

You can now apply a folder filter in Epiq Assist to limit conversations to documents in the selected folders. This helps you focus Epiq Assist responses on a specific set of documents.

To make a folder available for filtering, enable the folder for use with Epiq Assist when creating or editing it. Documents from those enabled folders are added to the Epiq Assist AI model. An Epiq Assist icon appears next to enabled folders in the Folder pane, making them easy to identify. (1073579)

For more information, see the following topics.

Epiq Assist is also now available to Litigation Support users in Inspect and Review. (1123121)

Bates number search enhancement

You can now search for documents by entering multiple Bates numbers in Search Builder using the new Bates Number field. Search using Bates numbers, such as Begin Bates, End Bates, or Bates numbers from any page in between, by entering a bulk list or importing Bates numbers from CSV or TXT files. This feature supports up to 50,000 Bates numbers and validates matched, unmatched, and duplicate values. You can also download a validation report. (1041584)

For more information, see the following topics.

Additionally, for the Document Number field, replaced the includes operator with the equals operator.

Email threading updates

For the Thread Inclusive field, renamed the Inclusive Minus value to Inclusive Attachment. (1083178)

Jobs Overview update

Added a new Estimated Completion column to the Jobs Overview page to display the estimated completion time for a job. Additionally, re-added the Documents column to display the number of documents in applicable jobs. To view the Estimated Completion column, select it from Columns . (1095475)

Administration

Client Dashboard updates

Now, when you archive a project, the Client Dashboard no longer includes the project's data in Current Review or Current Archived storage metrics. During the month in which the project is archived, the data continues to contribute to Peak Review storage metrics. The archived project data does not appear in the Archived chart until the following month. After that, the data appears in Archived storage metrics beginning in the following month. (1108893)

Additionally, on the first day of a new month, if current billing statistics are not yet available, the dashboard now displays the previous month and its final storage metrics. (1154106)

Bugs fixed in Release 4.10

The following bugs were resolved in this version.

Number 

Title 
989509 Modify Metadata | Custodian ID incorrectly updated as name in OS due to metadata job failure
1003442 Production | Trailing spaces in production names cause incorrect production downloads
1033142 Document List | Undocked View | Grid view does not display metadata for scores properly
1062809 Processing | Processing completed with error " The document is not in an acceptable state for processing current state id 6"
1077694 Loading | Family mapping fragment error causes incorrect Parent Document ID update and DB–OS metadata mismatch impacting deduplication/promote
1081385 JobFragment | Child Fragment Creation Fails Due to OpenSearch Error: "BytesStreamOutput cannot hold more than 2GB of data"
1082979 Redacted Text | OCR document action | When Redactions are applied on the image and performed OCR, the Redacted text is not visible in the Text viewer (under Redacted Text)
1104491 Filter | Complex Terms, when broken apart in the backend, can have various pieces hit on separate fields, resulting in documents hitting that technically should not
1110353 Post Processing | Post processing job completes with error "Unable to successfully complete the app" for a OneNote File
1110840 Email Threading | Incorrect Inclusive flag due to extracted text spacing/tokenization discrepancy
1111261 Field | Prevent Creation of User-Defined Fields with Duplicate Names Across ISM Rollover Indexes to Avoid Mapping Inconsistencies
1111949 Imaging | Imaging Conversion Command Logged as Object Reference Instead of Executable Arguments
1114565 Renaming a folder does not update saved searches when the search query was typed manually without quotes
1114709 Doc Action | Rename Document Number | Jobs Fails with "A JSONObject text must begin with '{' at 1 [character 2 line 1]"
1115207 Side pane | Side pane goes blank for a sec and then loads
1117789 Project Reports | "Select All" selects all Data Names instead of only filtered results
1119191 Epiq Internal Feedback | Odd behavior for failed collection/upload
1120468 Modify Image | POST /rest/review/modify/document/replace errored then allowed job to complete
1141049 Coding Form | Inspect/Review | When user clears out text value via save/save as, the document is still being pulled into "Is Not Null" search
1141331 The Thread Inclusive field in Search Builder does not provide selectable values, requiring manual entry
1141414 Project | Project Rename Fails for Names Exceeding 30 Characters in Epiq Discover
1150930 Project Fields | Post project copy workflow, a modification to system field names are ignored in the new project and uses the original name
1152397 Securable Folders | Assigned Group cannot view documents from subfolder
1152965 Predictive Coding Assignment 'Model training in progress' indefinitely
1154145 Production | Production Generates Blank Images for Scanned PDF Documents with JP2 images
1154496 Coding Forms | Coding Form Creation Fails Without Clear Notification When Title Already Exists
1155226 Dashboard | All Client Jobs | Page retains Project inconsistently
1155290 Get Assistance | Get Assistance fails to create Jira ticket when attachment is added to the any of the available forms
1157412 Saved Search | Saved Search Executes with Invalid Nested Search Reference After Referenced Search Deletion​‌
1160033 Loading | Datahub | Text files are not loaded when DAT file field name is different from'Text File Path'
1163414 Production | Current Production Retain Bates from a Previously Deleted Production
1163845 Bulk Delete | Delete jobs are failing with errors
1177498 PrizmDoc | Image Viewer | Naming Issues with Download Images