Document Sets

Users can create custom document sets from the Browse page for a variety of reasons including but not limited to pre-production review prior to running a full document Production Job; preparation of small data sets for quick review; or any other purpose for which a filtered group of documents might be needed. Once the Document Set has been created, it is accessible from the Discovery tab by selecting Document Sets. 

Adding Documents to Document Sets

1. Filter to and select the documents from the Browse page that you want to add to a Document Set using the Filters menu (see above) and/or by selecting the documents from the Browse Documents list.  (See Doc Sets Fig. 1 below).

2. Once the documents have been selected, expand the Document Sets section from the Tool menu on the left side of the Browse page and select +Document Set to create the document set from the selected documents, and input a Document Set Name. Then, click Create Document Set. (See Doc Sets Fig. 2 below).

3. A confirmation box will appear asking you to confirm if you want to expand the selected documents to include the entire email families followed by the number of total documents that will be in the Document Set if you check the box to expand to email family. Make the desired selection and click OK. A processing step will be initiated creating the document set. (See Doc Sets Fig. 3 below). 

4. If additional documents need to be added to the Document Set after it has been created), then filter to and select the documents and from the Document Sets section in the Tools menu, click the Dropdown under Add To / Remove from a Set and select the desired document set and click + Add. (See Doc Sets Fig. 4 below). 

Accessing Document Sets

5. Once a Document Set has been created, you can access it from the Discovery / Document Sets tab. Clicking the document set will open the group of documents in Browse. (See      Doc Sets Fig. 5 below).

Removing Documents from Document Sets

6. Documents can be removed from a Document Set (even after it has been created) by selecting the documents within the set that need to be removed, selecting the appropriate      Document Set, and clicking --Remove in the Document Sets tool menu. You will be asked to confirm that you want to remove the selected documents. (See Doc Sets Fig. 6 below).

7. If a Document Set is no longer needed, it can be deleted from the Discovery / Document Sets page by hovering the mouse cursor over the desired document set and clicking the      trash can icon to the far right of the set. A dialog box will appear asking you to confirm the deletion of the document set. Click OK to delete the set. NOTE: This does NOT delete      the documents from LEP. You can also rename an existing Document Set by clicking the small pencil icon and typing in a new name. (See Doc Sets Fig. 7 below)

Accessing Document Sets from the Filters Menu

8. In addition to accessing the Document Sets from the Discovery / Document Sets tab, document sets can be filtered using the Filters menu (see above). Simply open the Filters        menu, choose the Simple or Advanced Filter and check the box for the desired document set to display the documents on the Browse page. (See Doc Sets Fig. 8 below).