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  • Lexbe Help
    • Help Pages
      • Login Page
      • Home Menu
        • Main Case Display
        • Case Details
      • Case Menu
        • Contacts
        • Add Case Documents
        • Download Briefcase
      • Analysis Menu
        • Case Assessment
        • Case Dashboard
        • Case Notes
        • Custodians
        • Facts & Issues
        • Search Term Report
        • Auto Redaction
      • Search - OpenSearch
      • Browse Menu
        • Near Dup Groups
        • Email Thread Groups
      • Browse/Search
      • Document Viewer
        • Hits
        • Original
        • HTML
        • Page
        • PDF
        • Text
        • Produced
        • Translated
        • Redaction
        • Annotation
        • Compare
        • DISC Tab
        • DOC Tab
        • Notes Tab
        • Facts Tab
        • Related Tab
      • Discovery Menu
        • Review Sets
        • Assisted Review+
        • Production Job
      • Management Menu
        • Manage Custom Doc Fields
        • PDF Split/Remove
        • User Profile
        • Change Password
      • Account Menu
        • Manage Users
        • Manage Cases
        • Case Deletion
        • Manage Billing
        • Manage Custom Case Fields
        • Audit Doc Access
      • Miscellaneous
        • Account Billing Policies Based on Storage
        • Automated Notification of Processing Completion
        • Demos and Custom Trainings
        • Excel 101
        • Policy for Lexbe-Assisted Uploads
        • Limited Users
    • Technical Notes
      • Account Hibernation
      • Account Types
      • Adding Bates Numbers to Documents
      • Archiving Cases
      • Attorneys' Eyes Only (AEO) Document Designation
      • Auto-Language Detection+
      • Auto-Transcription
      • Auto-Translation+
      • Automated ESI Processing
      • Batch Editing Date Fields
      • Bates Naming, Numbering and Stamping
      • Best Practices Using LEP from Home
      • Browser Versions
      • Built-in Doc Fields
      • Bulk Text-Based Redaction
      • Bulk Upload of Redacted Documents
      • Bulk Upload of Translated Documents
      • Case Keywords
      • Certified Deletion of Customer ESI
      • Clearing a Browser Cache
      • Client Billing Portal
      • Coding in Excel and Upload Metadata
      • Cognitive Image Recognition
      • Collecting Cloud-Based Email Accounts
      • Confidentiality Agreements & Protective Orders
      • Consistency Check (Near-Duplicates)
      • Container File Expansion
      • Control Numbers
      • Corrupt PDF Files
      • Creating Document Based Load Files from Page Based Loadfiles
      • Creating Redaction Logs
      • Custodian Interviews
      • Custom Review Set Batching
      • Data Rights, Ownership, and Confidentiality
      • Deduplication
      • DeNIST files
      • Deposition Summaries
      • Doc Viewer Troubleshooting
      • Document Troubleshooting
      • Doing Document Reviews
      • Drafting ESI Agreements and Protocols
      • Dual Monitors
      • Email Attachments
      • Email Families & Propagation of Coding
      • Email Time Zone Offset
      • Enhanced CAD Processing
      • Entity Detection
      • ESI Collection-Using AWS Secure Storage
      • ESI Culling
      • ESI Data Mapping
      • Excel and Word Export
      • Exporting Documents from Clio
      • Exporting Documents from Net Docs
      • Facts & Issues - Importing and Exporting
      • Facts & Issues - Importable Case Issues (Construction)
      • Finding Previously Produced Documents
      • Forensic Disc Images
      • Folders vs. Custom Fields
      • How-To Videos by Case Stage
      • Importing Lexbe Documents into Sanction
      • Importing Lexbe Documents into Trial Director 360
      • In & Out Processing Report
      • In-line Viewing of MS Office Docs
      • Integrated eDiscovery Messaging+
      • Internet Connection Speeds
      • Keyboard Shortcuts
      • Keypad Encrypted Drives for Transferring ESI
      • LEP Quick Reference Card Available
      • Lexbe eDiscovery Platform - Feature Summary
      • Lexbe Production Upload Instructions for Receiving Party
      • Lexbe Support & Resources
      • Lexbe User Manual
      • Litigation Hold Notices
      • Load Files
      • Manual Annotation
      • Manual Redaction
      • Mass Tagging Near Duplicates
      • Master Date and Metadata Fields
      • Merge and Print PDFs By Date Order
      • Metadata
      • Native Load File Spec
      • Near Duplication
      • NearDup Grouping for a Faster Review
      • Nightly Maintenance Window
      • OCR
      • Outlook Email Conversion
      • Payment Terms
      • PDF Merge
      • Placeholder Files
      • Pre-Production Checklist
      • Printing
      • Privilege Log (Custom)
      • Production Load File
      • Production of MSG and Container Files
      • Production QC
      • QC of Self-Uploaded Natives
      • QC of Self-Uploaded PDF Productions in LEP
      • QC TIFF Productions Self-Uploaded
      • QC'ing Files with Little or No Text
      • Remote Collection+
      • Remote ESI Collection
      • Repairing Corrupted MSG File (Self-Upload)
      • Repairing Corrupted PST File (Self-Upload)
      • Repository
      • Requests for Production
      • Review Set Batching
      • Reviewing Documents Offline
      • Searching - Basic Learning Tutorial
      • Searching for Hot Emails and IMs
      • Searching for Personally Identifiable Information (PII)
      • Searching for Profanity and Obscenity
      • Secure FTP - Sending Files to Lexbe
      • Self-Upload a Native Production
      • Self-Upload a TIFF Production
      • Sentiment Analysis
      • Service Level Guarantee
      • Shared Briefcases
      • Sharing Documents with Expert Witnesses and Others
      • Sharing Files
      • Sharing Productions
      • Social Media Account Collection
      • Specific Bates-Numbered Production
      • Splitting, Merging and Unitization
      • Standard Metadata Processing and Load File Fields
      • Suggested Protocol on Scanning Documents for Loading Documents
      • Support For Mac
      • Supported File Types
      • Tagging
      • Tagging Multiple Fields
      • Text Highlighting
      • Text Messages
      • TIFF Image (DAT) Load File Specifications
      • Tips for Reducing Hosting Costs
      • Tracking Files By Custodian
      • Transcript and Exhibit Management
      • Two-Part Improved Translation Workflow
      • Uber Index
      • Unicode and Foreign Language Support
      • Unusual and Large Files
      • Video and Audio Files
      • View Original Files In Mac
      • Workflow for Preparing Documents for Depositions
      • Working with Cursive/Handwritten Files
      • Working With Transcripts and Exhibits
      • ZIP/RAR Files
  • Professional Services
    • Available Services
  • Forensic Services
    • Social Media
    • Cloud Services
    • Computers
    • Email
    • External Devices
    • Mobile Devices
  • What's New
    • Announcements
    • Release Notes
 
  • Lexbe Help
    • Help Pages
      • Login Page
      • Home Menu
        • Main Case Display
        • Case Details
      • Case Menu
        • Contacts
        • Add Case Documents
        • Download Briefcase
      • Analysis Menu
        • Case Assessment
        • Case Dashboard
        • Case Notes
        • Custodians
        • Facts & Issues
        • Search Term Report
        • Auto Redaction
      • Search - OpenSearch
      • Browse Menu
        • Near Dup Groups
        • Email Thread Groups
      • Browse/Search
      • Document Viewer
        • Hits
        • Original
        • HTML
        • Page
        • PDF
        • Text
        • Produced
        • Translated
        • Redaction
        • Annotation
        • Compare
        • DISC Tab
        • DOC Tab
        • Notes Tab
        • Facts Tab
        • Related Tab
      • Discovery Menu
        • Review Sets
        • Assisted Review+
        • Production Job
      • Management Menu
        • Manage Custom Doc Fields
        • PDF Split/Remove
        • User Profile
        • Change Password
      • Account Menu
        • Manage Users
        • Manage Cases
        • Case Deletion
        • Manage Billing
        • Manage Custom Case Fields
        • Audit Doc Access
      • Miscellaneous
        • Account Billing Policies Based on Storage
        • Automated Notification of Processing Completion
        • Demos and Custom Trainings
        • Excel 101
        • Policy for Lexbe-Assisted Uploads
        • Limited Users
    • Technical Notes
      • Account Hibernation
      • Account Types
      • Adding Bates Numbers to Documents
      • Archiving Cases
      • Attorneys' Eyes Only (AEO) Document Designation
      • Auto-Language Detection+
      • Auto-Transcription
      • Auto-Translation+
      • Automated ESI Processing
      • Batch Editing Date Fields
      • Bates Naming, Numbering and Stamping
      • Best Practices Using LEP from Home
      • Browser Versions
      • Built-in Doc Fields
      • Bulk Text-Based Redaction
      • Bulk Upload of Redacted Documents
      • Bulk Upload of Translated Documents
      • Case Keywords
      • Certified Deletion of Customer ESI
      • Clearing a Browser Cache
      • Client Billing Portal
      • Coding in Excel and Upload Metadata
      • Cognitive Image Recognition
      • Collecting Cloud-Based Email Accounts
      • Confidentiality Agreements & Protective Orders
      • Consistency Check (Near-Duplicates)
      • Container File Expansion
      • Control Numbers
      • Corrupt PDF Files
      • Creating Document Based Load Files from Page Based Loadfiles
      • Creating Redaction Logs
      • Custodian Interviews
      • Custom Review Set Batching
      • Data Rights, Ownership, and Confidentiality
      • Deduplication
      • DeNIST files
      • Deposition Summaries
      • Doc Viewer Troubleshooting
      • Document Troubleshooting
      • Doing Document Reviews
      • Drafting ESI Agreements and Protocols
      • Dual Monitors
      • Email Attachments
      • Email Families & Propagation of Coding
      • Email Time Zone Offset
      • Enhanced CAD Processing
      • Entity Detection
      • ESI Collection-Using AWS Secure Storage
      • ESI Culling
      • ESI Data Mapping
      • Excel and Word Export
      • Exporting Documents from Clio
      • Exporting Documents from Net Docs
      • Facts & Issues - Importing and Exporting
      • Facts & Issues - Importable Case Issues (Construction)
      • Finding Previously Produced Documents
      • Forensic Disc Images
      • Folders vs. Custom Fields
      • How-To Videos by Case Stage
      • Importing Lexbe Documents into Sanction
      • Importing Lexbe Documents into Trial Director 360
      • In & Out Processing Report
      • In-line Viewing of MS Office Docs
      • Integrated eDiscovery Messaging+
      • Internet Connection Speeds
      • Keyboard Shortcuts
      • Keypad Encrypted Drives for Transferring ESI
      • LEP Quick Reference Card Available
      • Lexbe eDiscovery Platform - Feature Summary
      • Lexbe Production Upload Instructions for Receiving Party
      • Lexbe Support & Resources
      • Lexbe User Manual
      • Litigation Hold Notices
      • Load Files
      • Manual Annotation
      • Manual Redaction
      • Mass Tagging Near Duplicates
      • Master Date and Metadata Fields
      • Merge and Print PDFs By Date Order
      • Metadata
      • Native Load File Spec
      • Near Duplication
      • NearDup Grouping for a Faster Review
      • Nightly Maintenance Window
      • OCR
      • Outlook Email Conversion
      • Payment Terms
      • PDF Merge
      • Placeholder Files
      • Pre-Production Checklist
      • Printing
      • Privilege Log (Custom)
      • Production Load File
      • Production of MSG and Container Files
      • Production QC
      • QC of Self-Uploaded Natives
      • QC of Self-Uploaded PDF Productions in LEP
      • QC TIFF Productions Self-Uploaded
      • QC'ing Files with Little or No Text
      • Remote Collection+
      • Remote ESI Collection
      • Repairing Corrupted MSG File (Self-Upload)
      • Repairing Corrupted PST File (Self-Upload)
      • Repository
      • Requests for Production
      • Review Set Batching
      • Reviewing Documents Offline
      • Searching - Basic Learning Tutorial
      • Searching for Hot Emails and IMs
      • Searching for Personally Identifiable Information (PII)
      • Searching for Profanity and Obscenity
      • Secure FTP - Sending Files to Lexbe
      • Self-Upload a Native Production
      • Self-Upload a TIFF Production
      • Sentiment Analysis
      • Service Level Guarantee
      • Shared Briefcases
      • Sharing Documents with Expert Witnesses and Others
      • Sharing Files
      • Sharing Productions
      • Social Media Account Collection
      • Specific Bates-Numbered Production
      • Splitting, Merging and Unitization
      • Standard Metadata Processing and Load File Fields
      • Suggested Protocol on Scanning Documents for Loading Documents
      • Support For Mac
      • Supported File Types
      • Tagging
      • Tagging Multiple Fields
      • Text Highlighting
      • Text Messages
      • TIFF Image (DAT) Load File Specifications
      • Tips for Reducing Hosting Costs
      • Tracking Files By Custodian
      • Transcript and Exhibit Management
      • Two-Part Improved Translation Workflow
      • Uber Index
      • Unicode and Foreign Language Support
      • Unusual and Large Files
      • Video and Audio Files
      • View Original Files In Mac
      • Workflow for Preparing Documents for Depositions
      • Working with Cursive/Handwritten Files
      • Working With Transcripts and Exhibits
      • ZIP/RAR Files
  • Professional Services
    • Available Services
  • Forensic Services
    • Social Media
    • Cloud Services
    • Computers
    • Email
    • External Devices
    • Mobile Devices
  • What's New
    • Announcements
    • Release Notes
  • More
    • Lexbe Help
      • Help Pages
        • Login Page
        • Home Menu
          • Main Case Display
          • Case Details
        • Case Menu
          • Contacts
          • Add Case Documents
          • Download Briefcase
        • Analysis Menu
          • Case Assessment
          • Case Dashboard
          • Case Notes
          • Custodians
          • Facts & Issues
          • Search Term Report
          • Auto Redaction
        • Search - OpenSearch
        • Browse Menu
          • Near Dup Groups
          • Email Thread Groups
        • Browse/Search
        • Document Viewer
          • Hits
          • Original
          • HTML
          • Page
          • PDF
          • Text
          • Produced
          • Translated
          • Redaction
          • Annotation
          • Compare
          • DISC Tab
          • DOC Tab
          • Notes Tab
          • Facts Tab
          • Related Tab
        • Discovery Menu
          • Review Sets
          • Assisted Review+
          • Production Job
        • Management Menu
          • Manage Custom Doc Fields
          • PDF Split/Remove
          • User Profile
          • Change Password
        • Account Menu
          • Manage Users
          • Manage Cases
          • Case Deletion
          • Manage Billing
          • Manage Custom Case Fields
          • Audit Doc Access
        • Miscellaneous
          • Account Billing Policies Based on Storage
          • Automated Notification of Processing Completion
          • Demos and Custom Trainings
          • Excel 101
          • Policy for Lexbe-Assisted Uploads
          • Limited Users
      • Technical Notes
        • Account Hibernation
        • Account Types
        • Adding Bates Numbers to Documents
        • Archiving Cases
        • Attorneys' Eyes Only (AEO) Document Designation
        • Auto-Language Detection+
        • Auto-Transcription
        • Auto-Translation+
        • Automated ESI Processing
        • Batch Editing Date Fields
        • Bates Naming, Numbering and Stamping
        • Best Practices Using LEP from Home
        • Browser Versions
        • Built-in Doc Fields
        • Bulk Text-Based Redaction
        • Bulk Upload of Redacted Documents
        • Bulk Upload of Translated Documents
        • Case Keywords
        • Certified Deletion of Customer ESI
        • Clearing a Browser Cache
        • Client Billing Portal
        • Coding in Excel and Upload Metadata
        • Cognitive Image Recognition
        • Collecting Cloud-Based Email Accounts
        • Confidentiality Agreements & Protective Orders
        • Consistency Check (Near-Duplicates)
        • Container File Expansion
        • Control Numbers
        • Corrupt PDF Files
        • Creating Document Based Load Files from Page Based Loadfiles
        • Creating Redaction Logs
        • Custodian Interviews
        • Custom Review Set Batching
        • Data Rights, Ownership, and Confidentiality
        • Deduplication
        • DeNIST files
        • Deposition Summaries
        • Doc Viewer Troubleshooting
        • Document Troubleshooting
        • Doing Document Reviews
        • Drafting ESI Agreements and Protocols
        • Dual Monitors
        • Email Attachments
        • Email Families & Propagation of Coding
        • Email Time Zone Offset
        • Enhanced CAD Processing
        • Entity Detection
        • ESI Collection-Using AWS Secure Storage
        • ESI Culling
        • ESI Data Mapping
        • Excel and Word Export
        • Exporting Documents from Clio
        • Exporting Documents from Net Docs
        • Facts & Issues - Importing and Exporting
        • Facts & Issues - Importable Case Issues (Construction)
        • Finding Previously Produced Documents
        • Forensic Disc Images
        • Folders vs. Custom Fields
        • How-To Videos by Case Stage
        • Importing Lexbe Documents into Sanction
        • Importing Lexbe Documents into Trial Director 360
        • In & Out Processing Report
        • In-line Viewing of MS Office Docs
        • Integrated eDiscovery Messaging+
        • Internet Connection Speeds
        • Keyboard Shortcuts
        • Keypad Encrypted Drives for Transferring ESI
        • LEP Quick Reference Card Available
        • Lexbe eDiscovery Platform - Feature Summary
        • Lexbe Production Upload Instructions for Receiving Party
        • Lexbe Support & Resources
        • Lexbe User Manual
        • Litigation Hold Notices
        • Load Files
        • Manual Annotation
        • Manual Redaction
        • Mass Tagging Near Duplicates
        • Master Date and Metadata Fields
        • Merge and Print PDFs By Date Order
        • Metadata
        • Native Load File Spec
        • Near Duplication
        • NearDup Grouping for a Faster Review
        • Nightly Maintenance Window
        • OCR
        • Outlook Email Conversion
        • Payment Terms
        • PDF Merge
        • Placeholder Files
        • Pre-Production Checklist
        • Printing
        • Privilege Log (Custom)
        • Production Load File
        • Production of MSG and Container Files
        • Production QC
        • QC of Self-Uploaded Natives
        • QC of Self-Uploaded PDF Productions in LEP
        • QC TIFF Productions Self-Uploaded
        • QC'ing Files with Little or No Text
        • Remote Collection+
        • Remote ESI Collection
        • Repairing Corrupted MSG File (Self-Upload)
        • Repairing Corrupted PST File (Self-Upload)
        • Repository
        • Requests for Production
        • Review Set Batching
        • Reviewing Documents Offline
        • Searching - Basic Learning Tutorial
        • Searching for Hot Emails and IMs
        • Searching for Personally Identifiable Information (PII)
        • Searching for Profanity and Obscenity
        • Secure FTP - Sending Files to Lexbe
        • Self-Upload a Native Production
        • Self-Upload a TIFF Production
        • Sentiment Analysis
        • Service Level Guarantee
        • Shared Briefcases
        • Sharing Documents with Expert Witnesses and Others
        • Sharing Files
        • Sharing Productions
        • Social Media Account Collection
        • Specific Bates-Numbered Production
        • Splitting, Merging and Unitization
        • Standard Metadata Processing and Load File Fields
        • Suggested Protocol on Scanning Documents for Loading Documents
        • Support For Mac
        • Supported File Types
        • Tagging
        • Tagging Multiple Fields
        • Text Highlighting
        • Text Messages
        • TIFF Image (DAT) Load File Specifications
        • Tips for Reducing Hosting Costs
        • Tracking Files By Custodian
        • Transcript and Exhibit Management
        • Two-Part Improved Translation Workflow
        • Uber Index
        • Unicode and Foreign Language Support
        • Unusual and Large Files
        • Video and Audio Files
        • View Original Files In Mac
        • Workflow for Preparing Documents for Depositions
        • Working with Cursive/Handwritten Files
        • Working With Transcripts and Exhibits
        • ZIP/RAR Files
    • Professional Services
      • Available Services
    • Forensic Services
      • Social Media
      • Cloud Services
      • Computers
      • Email
      • External Devices
      • Mobile Devices
    • What's New
      • Announcements
      • Release Notes

Help Pages

The table below contains links to all the eDiscovery Platform help pages, order within each menu tab.

LOGGING IN

Login Page 

HOME

Main Case Display

Case Details 

CASE

Contacts 

Add Case Documents 

Download Briefcase 

ANALYSIS

Case Assessment

Case Dashboard 

Case Notes 

Custodians

Facts & Issues

Search Term Report

Auto Redaction 

SEARCH

Search (OpenSearch) 

BROWSE

Browse

Near Dup Groups

Email Threading

SHARED FEATURES

Shared Features (Browse & Search)

DISCOVERY

Review Sets

Assisted Review+

Production Job

MANAGEMENT

Manage Custom Doc Fields

Split PDFs

User Profile

Change Password

ACCOUNT

Manage Users

Manage Cases

Manage Billing 

Manage Custom Case Fields

Audit Doc Access

Case Deletion

DOCUMENT VIEWER

Document Viewer


DOCUMENT VIEWER:  Left-Side Panel

HITS

ORIGINAL

HTML 

PAGE

PDF

TEXT 

PRODUCED

TRANSLATED 

REDACTION 

ANNOTATION 

COMPARE 


DOCUMENT VIEWER:  Right-Side Panel

Disc 

Doc 

Notes

Facts 

Related  

MISCELLANEOUS

Account Billing

Automated Notification of Processing Completion 

Demos and Custom Trainings

Excel 101

Free Upload Policy

Limited Users 

Professional Services

TECHNICAL NOTES

See the full list of technical notes here.

Table of Contents for all Help Pages and Technical Notes

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