Shared Features (Browse & Search)

Location: Main Menu

General
The features described below are available from the Browse and Search pages.

The Document Table
By default, the document table on the Browse and Search pages displays the first 25 documents of the document library.

On the Browse page, you can further opt to display anywhere from 10, 25, 50, 100, or 200 documents per page. Additionally, you can drag and drop the displayed columns to place them in your preferred order, and you can move the Density slider to increase or decrease row height.

The displayed range and total number of documents is shown at the bottom of the document table. 
The single arrows (< and >) are used to move forward or back one page at at a time. The double arrows (<< and >>) are used to move to the first and last pages of the document table.



Selecting Documents from the Document Table
To select individual documents, click the box next to each desired document. If you wish to select all documents in the document table, or, alternatively, only those displayed on the current page, click on the Select drop down, and choose All or Page respectively. Selecting None will deselect all documents in the document table.



Folder 
To open sets of documents assigned to a specific custom folder in the case, click on the Select Folder hyperlink from the Browse or Search pages.





Sort
The user may sort documents within a field according to most of the values defined in 
the case.




Filters
All Built-In and Custom Doc Fields in the Lexbe eDiscovery Platform (LEP) can be used to filter case documents by a specific selection of one or more fields.  The user can select  one field, or a combination of fields to cull documents to a desired subset.



Filter Quick Links
Shared Filter Quick Link is the saved result of a filter and is accessible to all users in the account.

Pinned Filter Quick Link is the saved result of a filter and is only accessible to the user that created the saved filter.

Recent Filter Quick Link is the last five 
(5) filters performed by the current user.  The most recently applied filter is listed first. 

Select Edit to rename/save/share/pin/delete filters.








Fields
Click on Show Fields to open the Select Fields window. In this window you'll be able to choose fields and sections you want to display and place them in your preferred order. The default display shows the Title, Extension, Master Date, and Placeholder fields.





Select Fields Window
The Available Fields column lists all Built-In fields followed by Custom Sections in the case in alphabetical order. Custom Sections are identifiable by the ^ that appears after the section name.

The Selected Fields column contains those fields and/or sections you have chosen for display, and is where you can set the order they are displayed in via drag and drop.

Displaying Fields
To display a field or section, click on its name or checkbox in the Available Fields column, which will move it to the Selected Fields column for display. Fields or sections currently being displayed, will have a check mark in the Available Fields column. When selecting Custom Sections, the section and all of its fields will be moved to the Selected Fields column; however, once the section is in the Selected Fields column, it can be expanded by clicking on the ^ next to the section name. When Custom Sections are expanded, you can choose to remove any of its individual fields as well as the section name from the Selected Fields column, so they are not displayed.

To remove a field or section from the Selected Fields column, simply click on its name or checkbox to remove it so it will not be displayed. To remove a Custom Section including all of its fields, collapse the section using the ^, and then click on the section name or its checkbox. To only remove the section name, or certain fields within the section, expand the section using the ^, and then click on the names or checkboxes of those fields you do not want displayed. Please note, the Title field will always be a displayed field.

At any time, you can use the Select drop down located next to Selected Fields to (i) display all available fields by clicking All, (ii) clear all of the currently displayed fields by selecting None, or (iii) return to the default display by clicking the Default button in the lower left corner.

Reordering Displayed Fields
Fields and Custom Sections in the Selected Fields column may be placed in any order via drag and drop. When dragging and dropping a collapsed Custom Section, all fields belonging to that section will be moved with it. When the Custom Section is expanded, its fields can be dragged and dropped anywhere in the Selected Fields column.


Field Quick Links
Shared Field Quick Link is the saved result of a particular field view and is accessible to all users in the account.
Pinned Field Quick Link is the saved result of a particular field view and is only accessible to the user that created the field view. 
Recent Field Quick Link is the last five 
(5) field views performed by the current user.  The most recently applied field view is listed first. 
Select Edit to rename/save/share/pin/delete filters.

**At this time, Field Quick Links save the fields to be displayed, but not their display order.






Delete Docs
Select a document(s) from the document table, click Delete Selected Docs link at the left of the screen.  A confirmation dialog box will appear.  Press OK.  The documents and associated tags will be permanently deleted from the LEP database.

The Delete Documents option is only available to account administrators. 


Deleting Email Family Members
Partial email families cannot be deleted. Choosing to delete any one document that is part of an email family will result in the permanent deletion of all email family member documents.  This action cannot be undone.  


Multi Doc Edit
This feature allows the user to edit/tag multiple documents simultaneously from the document table.

Select the documents from the document table to multi doc edit.  Select the standard or custom field to be edited from the drop down menu found under the Multi-Doc Edit feature.  

A new dialog box will open.

(Example: Multi-Doc Edit Custodian tag)

                                      
Edit Tab
Make the appropriate tag update in the new dialog box.  Click Update # Docs.  The update button will contain the number of total documents from the document table that will be updated.

Field To Field Tab                         
The Field to Field tab allows the user to move the same data between existing fields in LEP.  The steps to perform Field to Field edit are the same as the Edit tab instructions.  



Adding a New Custom Section or Field
Also available in the Multi Doc Edit menu, is the ability to add a new custom section or field on the fly. To do so, click on the plus sign next to the Select Field drop down menu, and add the section or field as you normally would. Additional details on creating Custom Sections and Fields can be found here: Creating Custom Document Sections and Fields

Export Log To Excel
Document information, along with selected built-in and custom tags, can be exported to an Excel spreadsheet that can be saved to a user's local computer or network. 

Select the desired Fields from the document table.
Select the desired documents for the Excel log from the document table.
Click Export Log to Excel under the Export Section.
Save the exported Excel to a local computer/network.


Export To Briefcase
Documents can be saved into a briefcase for downloading to the user's local computer or network.  The briefcase can be shared internally and externally, depending on the purpose of the briefcase. 

Select the desired documents to export to briefcase from the document table. 
Click Export to Briefcase under the Export section.

A new dialog box will open:
                           

Enter the desired specifications in the above window and click Create. Once the briefcase is created, the user will find the newly created briefcase at Case-> Download Briefcase. 

Briefcase specifications are as follows:

Title: Create a unique name for the  briefcase being downloaded.  If a unique name is not created, the system will use the default title as shown above.
 
Comments: Enter any optional comments.

Name Files: The files may be downloaded using the Doc Title, Bates Numbers, Control Numbers or Doc Dates as file names.

Control Number Prefix: Add an optional prefix when stamping Control Numbers on PDFs. 

Custom Designation: Enter optional custom designation, if needed, up to 50 characters. 
 
Doc ID: This is an internal string of numbers automatically generated to keep track of each file uploaded/processed.  It identifies documents printed before Bates numbers have been used. 

Control Number: A sequential control number most often used for internal reference, similar to Bates numbering. 

Bates Stamp: If checked, it will apply the Bates numbering to all pages of the PDF documents included in the download. 
 
Notification: This option will notify the user by email (user email address) when the briefcase download is complete. 


Downloading Briefcases
Briefcase downloading, sharing and deleting instructions can be found under the Help section located in Case->Download Briefcase screen.  See Download Documents for more information.


Production
This section allows the user to add or remove documents from a production job by title.  See Production Job for more information.