Document Viewer

Location: To access the Document Viewer, click on any link to a document in the Lexbe eDiscovery Platform (LEP) from the Search, Browse or Facts & Issues pages.


General


Use the Document Viewer to view documents in a case in Original/Native (if available), Html, Page, Pdf or Text formats and to perform document, discovery, notes, and facts edits and additions as detailed below.


Document Viewer Page Layout 





The Browse page shows all the documents uploaded in the current case (25 documents per page).  Select Prev or Next to go to a new page of documents (top left) or enter a page number or use arrows (lower left).  Select a document to open the Document Viewer.  Navigate forward/backward using the navigation arrows at the top of the page (e.g. <Viewing 2 of 25>).



Show or Hide the Side Panel in the Document Viewer

When the user opens any document in the Document Viewer, there is a panel on the right that includes the Doc, Disc, Notes, and Facts tabs.  Select Hide in the top right corner of the screen to Hide this panel.  

Features 

The Document Viewer is divided between a document view on the left and a coded data view on the right. The document view can include up to ten tabs (views) as shown in the image below.  The Original, Translated, Redacted, and Annotated tabs are data dependent and will be grayed out if documents fitting those categories are absent (i.e. no Originals/Natives).  The Hits tab is only available when accessed from Search results.  



See the individual links for more information on a specific tab.  

Hits. Highlights the number of times a word appears on each indexed page of the document when the document is opened from Search results.
Original. View document in native format (e.g., Word, Excel, etc.) using Microsoft Office or other native applications opened on a local computer. PDF files and TIFF collections (originals) can be displayed without installing additional software. 
Html. View the extracted text version of the original documents without using applications outside LEP. This view will not have page breaks, OCR, and is not a print-formatted version. 
Page. View paginated documents (multi-page PDFs and TIFFs one page at a time. This can be faster for viewing large documents.
PDF. View all the pages of the document in a PDF format.
Text. View the indexed text of a document. This includes OCR text from scanned documents and extracted text from native documents. 
Produced.  View produced files.   
Translated. View foreign language documents which have been translated.  
Redacted. View redacted files.  
Annotated. View annotated or highlighted PDF images or files. 

Coding Tabs on the right of the Document Viewer

The section on the right of the page is divided into five tabs: Doc (Document), Disc (Discovery), Notes, Facts and Related.  
See the individual links for more information on a specific tab.  



Doc.  T
he Doc tab contains four sections: Document, Split Doc/Remove Pages, Redaction, and Annotation.
Disc.  This tab includes the discovery production information, the standard and custom coding fields used during document reviews, and the metadata associated with the document. 
Notes.  Notes allow users to keep and share information about documents and can be public so others in the case can view or private so only the user creating them can see them. 
Facts.  LEP allows users to add multiple Facts to a particular document.
Related. This tab displays the E-mail family relationships, Exact Duplicates and Near Duplicates (if applicable).

Auto Advance & Propagate Coding


Once a file is opened from the Document Viewer, choose from the following options:

Save.  Code the document and click Save.  This will only save the tags applied (e.g. Responsive, Confidential, etc.), without moving to the next document.
 
Auto-Advance (checkbox): To automatically move to the next document after coding (24 subsequent documents), check the Auto Advance checkbox.   After reviewing and/or coding 25 documents, close the current window and return to Browse or Search. Advance by page at the bottom of the main table.  Click on the first document in the page to open the Document Viewer and proceed to the next 25 documents.  

Propagate Coding (checkbox). By selecting this option, all coding applied with the Responsive, Confidential, Attorney-Client Privilege, or Attorney Work Product designations will be copied from the current document to all members of an email family, over-writing any previous coding.  Non-Responsive, Needs Further Review, and Not Specified will not propagate.  The Propagate Coding feature does not apply to custom coding and does not apply the same coding to the next document.  See Email Family Propagation for more information.  



Tips for Coding Documents from the Document Viewer

Do not use the Multi-Doc Edit function from the Browse page and the Document Viewer simultaneously.  
Click only once for a function. Multiple clicks can slow or send conflicting instructions to the server.
Changes made in a document window do not update the Document Viewer window automatically.  If the same document is open in multiple windows, modifications may be cancelled out by an open window.

Section Preferences

To expand sections and preserve expansion preferences, open a document in the Document Viewer, set section expand preferences, and click Save (unclick auto-advance to stay on the document).

Advance documents or close and reopen the Document Viewer.

Document Types Supported

The Platform supports over 100 file types. These include Adobe's PDF file format, native file types such as Word, Excel, PowerPoint, and other Microsoft office file types.  Graphic file types include JPEG, BMP, and TIFF.

Rotate Pages

All documents in LEP are read-only. The only way to permanently change the rotation of a document is to download it, change the rotation (through Acrobat Professional or some other PDF editing software) and then re-upload the document to the case.

Download Files

LEP supports downloading documents from the Document Viewer.

How To View Audio or Video Files Uploaded to LEP

To open and view audio or video files such as WMV, WMA, MP3, AVI or MP4, click the link.  Once the file is open from the Document Viewer page a new window will give the option to open or save the file to desktop. Depending on the size of the file, the user will see a message giving the option to either click on the Switch to Page View or Stay in Native View button.  A link will be displayed giving the option to save or open the files locally.

Printing Documents

See Printing Documents for more information.

Acrobat Viewer

LEP uses a fully functional version of Adobe Acrobat Reader.