Custom name value is not maintained and displayed for selection after being entered. Below is an example of what should happen.
Instead, Custom name value has to be re-entered, if desired, for every document subsequent to entering name in the original document.
Configuration of Tag in the Legal Review Template is not configured correctly to maintain the Custom name value.
To correct in the Legal Review template for all new Matters:
Add the following to the <InteractionSettings> section of the PSMultiSelectTag Tag in the Legal Review template:
To correct in an existing Matter:
Edit the definition file (m_####.xml) for the Matter, located in the '\ProgramData\Zylab\LegalReview\Definitions' folder by default, then add the following to the <InteractionsSettings> section of the PSMultiSelectTag type Tag:
<d4p1:UserIdentity i:nil="true" />
3.9, 3.11, 3.12