Importing Lexbe Documents into Trial Director 360

This technical note describes the process for how to export documents from the Lexbe eDiscovery Platform (LEP) and import them into inData Trial Director software.

Overview


To move documents from LEP to Sanction, complete the following steps (detailed below):

Identify documents to export within LEP
Export to LEP briefcase, download and unzip
Import into Trial Director


Identify Documents for Export


In LEP you will need to identify the documents you wish to export.  There are a number of ways to do this. One way is to mark the documents as 'Key Document' in the Doc Viewer.  The ‘Key Document’ tag is located on the DISC tag within the General section.



A second way to do this is to use a custom tag.  Create a new tag and title it something specific such as 'Export to Sanction'.  Then tag all appropriate documents in the Doc Viewer. Custom tags are located on the DISC tab under the corresponding custom section name.

Export to Lexbe Briefcase


Once documents are tagged, the next step is to export them to Briefcase.  This will gather all tagged documents and output a PDF and native version of each.  To do this, navigate to the Browse screen and filter on the tag used (Key Document or custom tag).  When isolated documents are displayed, select all and click Export to Briefcase from the left side menu bar under the Export section.  Once the Briefcase has completed processing, go to Case>Download Briefcase and download the zip and extract on your local machine. For more information on Briefcases, see Briefcases help page.


If you have created timelines in Lexbe you may wish to also bring these into Trial Director.  To export Lexbe timelines, go to the timeline module (Analysis>Facts and Issues). Select the issue you wish to export and then click 'Export to Excel' under the Export section on the left side menu bar.  Save to the Briefcase folder that you used for your documents.

Drag and Drop Files into Trial Director


After all documents are downloaded from LEP and QC’d, open the case in Trial Director.  Be sure the Case Explorer pane is displayed in Trial Director. Select all files for import from your local machine and drag them directly into the Trial Director Case Explorer pane.  You will be given several options on how the documents will be named within Trial Director. Confirm details and click ok.



For further information on the import feature within Sanction, see Trial Director Quick Start Guide


For additional assistance, please feel free to contact Lexbe Professional Services at professionalservices@lexbe.com