Document Viewer

Location: To access the Document Viewer, click on any link to a document in the Lexbe eDiscovery Platform (LEP) from the Search, Browse or Facts & Issues pages.

General

Use the Document Viewer to view documents in a case in Original/Native (if available), Html, Page, Pdf or Text formats and to perform document, discovery, notes, and facts edits and additions as detailed below.

Document Viewer Page Layout

The Browse page shows all the documents uploaded in the current case and will display as few as 10 or as many as 200 document links at a time. The number of documents available for review in the Document Viewer depends on the number of documents the user has displayed in the Browse or Search screens. Access the Document Viewer by clicking the hyperlinked title in the Browse or Search screen.

This will open a full version of the file in the browser with up to eleven different document views available. Additionally, from the Document Viewer users can enter and edit document coding and data, apply review tagging, redactions, and annotations, and add and edit notes and facts.

Show or Hide the Side Panel in the Document Viewer

When the user opens any document in the Document Viewer, there is a panel on the right that includes the DISC, DOC, NOTES, FACTS, and RELATED tabs. Users can choose to display or hide this panel when viewing documents. To hide the panel click the case name in the upper right corner of the screen, and select Hide.

Features

The Document Viewer is divided between a document view on the left and a coded data view on the right. The document view can include up to eleven tabs (views) as shown in the image below. The Original, Translated, Redacted, Annotated and Compare tabs are data dependent and will be grayed out if documents fitting those categories are absent (i.e. no Originals/Natives). The Hits tab is only available when accessed from Search results.

See the individual links for more information on a specific tab.

HITS. Highlights the number of times a word appears on each indexed page of the document when the document is opened from Search results.

ORIGINAL. View document in native format (e.g., Word, Excel, etc.) using Microsoft Office or other native applications opened on a local computer. PDF files and TIFF collections (originals) can be displayed without installing additional software.

HTML. View the extracted text version of the original documents without using applications outside LEP. This view will not have page breaks, OCR, and is not a print-formatted version.

PAGE. View paginated documents (multi-page PDFs and TIFFs) one page at a time. This can be faster for viewing large documents.

PDF. View all the pages of the document in a PDF format.

TEXT. View the indexed text of a document. This includes OCR text from scanned documents and extracted text from native documents.

PRODUCED. View documents that have been produced as part of a standard document production generated in LEP. The document will appear exactly as produced to opposing counsel including any redactions applied with the Redaction Editor and any Bates numbering applied when running the document production.

TRANSLATED. View the translated version of a foreign language document that has previously been translated on a local computer using a third party translation tool, by human translation, or by using our eDiscovery Auto-Translation services.

REDACTED. View the redacted version of a file either created within LEP or uploaded as a redacted version of a PDF file.

ANNOTATED. View annotated or highlighted PDF images or files.

COMPARE. Displays the two documents being compared when using the built-in Document Comparison Tool.

Coding Tabs on the right of the Document Viewer

The section on the right of the page is divided into five tabs: DISC (Discovery), DOC (Document) NOTES, FACTS and RELATED. See the individual links for more information on a specific tab.

DISC(OVERY): Allows users to view and edit information typically performed during a document review. Users can access and edit document-specific information in the various built-in data fields including designations of 'Key' (hot) documents, document date, native Metadata and coding for responsiveness and privilege, and any custom coding fields created by users.

DOC. Allows users to view and edit a document's description, view the document history, and split or remove pages from a document. The Translation, Redaction and Annotation features are also located here.

NOTES. Allows users to create, view and edit document specific text notes.

FACTS. Allows users to create, view and edit facts related to a document, which will display in LEP's 'Facts and Issues' timeline module.

RELATED. Displays the email family relationships, threaded emails, exact duplicates and near duplicates (if applicable).

Auto Advance & Propagate Coding

Once a file is opened from the Document Viewer, choose from the following options:

Save. Code the document and click Save. This will only save the tags applied (e.g. Responsive, Confidential, etc.), without moving to the next document.

Auto-Advance (checkbox): To automatically move to the next document after coding, check the Auto Advance checkbox. After reviewing and/or coding documents (10 to 200 depending on the number of documents displayed in Browse or Search), close the current window and return to Browse or Search. Advance by page at the bottom of the main table. Click on the first document in the page to open the Document Viewer and proceed to the next set of documents.

Propagate Coding (checkbox). By selecting this option, all coding applied with the Responsive, Confidential, Attorney-Client Privilege, or Attorney Work Product designations will be copied from the current document to all members of an email family, over-writing any previous coding. Non-Responsive, Needs Further Review, and Not Specified will not propagate. The Propagate Coding feature does not apply to custom coding and does not apply the same coding to the next document. See Email Family Propagation for more information.

Tips for Coding Documents from the Document Viewer

Do not use the Multi-Doc Edit function from the Browse page and the Document Viewer simultaneously.

Click only once for a function. Multiple clicks can slow or send conflicting instructions to the server.

Changes made in a document window do not update the Document Viewer window automatically. If the same document is open in multiple windows, modifications may be cancelled out by an open window.

Section Preferences

To expand sections and preserve expansion preferences, open a document in the Document Viewer, set section expand preferences, and click Save (unclick auto-advance to stay on the document).

Advance documents or close and reopen the Document Viewer.

Document Types Supported

The Platform supports over 100 file types. These include Adobe's PDF file format, native file types such as Word, Excel, PowerPoint, and other Microsoft office file types. Graphic file types include JPEG, BMP, and TIFF.

Rotate Pages Icon:

If a document in the Document Viewer appears upside down or rotated such that it makes it difficult to read, users can temporarily rotate the document in the PDF or PAGE view. When users move the mouse over the document, a black bar will appear at the top of the document, which contains the rotate, download and print options for the document. Alternatively, users can right click in the document window and select 'Rotate clockwise' or 'Rotate counterclockwise' as necessary.

Please note that all documents in LEP are read-only. Using the rotate feature will maintain the rotation of the document in the Document Viewer until the user navigates to the next document. The only way to permanently change the rotation of a document in LEP is to download it, change the rotation (through Acrobat Professional or some other PDF editing software), and then re-upload the document to the case.

Download Files Icon:

LEP supports downloading documents from the Document Viewer. To download a document and save it to a local drive, users can select the download icon which will open the 'Save' dialog box. Users can then select the location on a local drive where the document will be saved.

Print Document Icon:

Selecting the print icon will open the user's print dialog box so the user can print the document to a selected printer. See Printing Documents for more information.

Zooming in or out on a Document in the Document Viewer:

Users can zoom in or out on a document in the document viewer or adjust the document to fit the page by selecting one of the three icons that appear in the lower right corner of the Document Viewer.

How To View Audio or Video Files Uploaded to LEP

To open and view audio or video files such as WMV, WMA, MP3, AVI or MP4, click the link. Once the file is open from the Document Viewer page a new window will give the option to open or save the file to desktop. Depending on the size of the file, the user will see a message giving the option to either click on the Switch to Page View or Stay in Native View button. A link will be displayed giving the option to save or open the files locally.

Acrobat Viewer

LEP uses a fully functional version of Adobe Acrobat Reader.

Document View Troubleshooting