Shared Features (Browse & Search)

Location: Main Menu

General

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

The document table on the Browse and Search pages displays the first 25 documents of the document library.  


The total number of pages of documents is displayed at the bottom of the document table.  
The single arrows (< and >) are used to move one page 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. To go to a specific page, type in the destination page and click Go.

Selecting Documents from the Document Table


To select one document, click on the box next to the referenced document.  
Select Docs: All to select and mark all documents across all pages.
Select Docs: Page to select only the documents on the current page of the document table. 
Select Docs: None to remove all check marks from 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 down by a specific selection of one or more fields.  The user can select  one field or a combination of fields to narrow to a desired subset of documents. 


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 Fields
to select the fields to view in the main document table.  The user may select All or None from both the Built-in Doc Fields and Custom Doc Fields.




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.









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. 

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 for a 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.  

Export Log To Excel

Document information, along with selected standard and custom tags, can be exported to an Excel spreadsheet 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:
                           
              

Fill in any additional information needed for the briefcase. 

Briefcase Creation Options

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. 
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, similar to Bates numbering, imported from a loadfile to LEP. 
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. 

Click Create.  Once the briefcase is created, the user will find the newly created briefcase at Case-> Download Briefcase.

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.