Document Viewer
Location: To access the Document Viewer, click on a document in the Lexbe eDiscovery Platform (LEP) from the Browse, Search, or Facts & Issues pages.
General
Use the Document Viewer to view case documents in Original/Native (if available), HTML, PAGE, PDF or TEXT formats. Users may also code, redact, or annotate documents as well as create notes and add case facts in the Document Viewer.
Document Viewer Training Video
New Document Viewer Training
Lexbe Help Video - Document Viewer.mp4Document 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. See screenshot below on where to change the number of documents visible on Browse (and in the document viewer).
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 ten (10) 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. Full Document Viewer Screen Shot Below
Using Dark Mode
To switch the Document Viewer to Dark Mode, click the settings gears in the upper right corner, and then toggle the switch from the sun icon to the moon icon .
Once Dark Mode has been set, it will remain set until switched back to regular mode.
Features: Browse Documents (Left Side); The Document (Center); Coding/Metadata (Right Side)
The Document Viewer is divided into three distinct sections:
Browse Documents (Left Side): The list of documents corresponding to the number of documents displayed on the Browse page. To hide the Browse Documents column, click the left-pointed arrow at the bottom of the list.
The Browse Documents list can be toggled to display Email Families, Exact Duplicates, Near Duplicates, Email Threading and Extracted Pages. Click the Browse Documents dropdown to select one of the other options. See the two dropdown sections below to see a detailed view of the Browse list and a detailed view of the alternate views.
Click for a Detailed view of the Browse Documents List (Left Side)
Click for a Detailed view of the Browse Documents (Alternate Views)
The Document (Center): This is the document selected for review. The document has up to ten (10) different views available.
Native. View the document in the 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.
PDF. View all the pages of the document in a PDF format.
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.
Redacted. Generate images for redacting inside LEP and view redacted versions of the selected document. See the Redaction Editor Help Page for information on redacting documents within LEP.
Text. View the indexed text of a document. This includes OCR text from scanned documents and extracted text from native documents.
Page. View paginated documents (multi-page PDFs and TIFFs) one page at a time. This can be faster for viewing large documents.
Annotated. Generate images for annotating or highlighting inside LEP. See the Annotation Editor Help Page for information on annotating documents within LEP.
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. NOTE: This option will be grayed out unless the selected document has been produced from within LEP. See the Production Job Help Page for information on running a 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. NOTE: This option will be grayed out unless the displayed document has an accompanying translation.
Compare. Displays the two documents being compared when using the built-in Document Comparison Tool. This selection will be grayed out unless the compare tool is being used. See the Compare Documents Help Page for more information.
CoPilot is also accessed from the bottom of the Document viewer (center). See the CoPilot Help Page for more information.
Click for a Detailed view of The Document and the available Viewing Selections
Coding/Metadata (Right Side). The section on the right side of the Document Viewer is divided into two (2) tabs: Coding and Metadata.
Coding. This is the tab where all of the coding/tagging is done to the selected document. The built-in tags for Responsiveness, Confidentiality, Privilege, Key Documents and Attorney Comments are at the top followed by any custom fields and tags that have been added to the case. For information on how to create custom tags see the Managing Custom Doc Fields Help Page.
Metadata. This contains all of the available metadata associated with the selected document. Account Administrators have the ability to edit certain of the metadata fields as necessary. See the section on editing the Metadata below.
Click for a Detailed view of the Coding Tab
Click for a Detailed view of the Metadata Tab
Using the Privileged: Needs Redaction Tag
Lexbe allows users to redact privileged portions of a document and still produce the redacted version, but have the document also added to the automatic Privilege Log. To use the feature:
1. Tag the document as Responsive, Privileged (either AC or Work Product), and Privileged: Needs Redaction. All three must be checked.
2. Open the Redacted tab for the document, generate the redaction images and redact the privileged portions of the document. See Redaction for details.
3. Save the redactions and coding.
When a document coded as Responsive, Privileged and Privileged: Needs Redaction is run through a document production, the redacted version will be produced (not withheld), but because it is designated as "Privileged: Needs Redaction," it will also be added to the Privilege Log. The total number of documents in the production redacted for privilege will be displayed in the "Produced Partially Privileged Doc Count" section on the Production Details panel in the production job. See Privilege Logs on the Production Job Help Page for more information.
Using the Personal Information: Needs Redaction Tag
Lexbe allows users to redacted Personally Identifiable Information (PII) and have that designation appear on the automatic Privilege Log for Privileged Documents. To use the feature:
1. Tag the document as Responsive and Personal Information: Needs Redaction (both must be checked).
If the document is privileged, also coding it as Attorney Client or Work Product Privilege will cause the reference to the PII redaction to appear on the privilege log.
2. Open the Redacted tab for the document, generate the redaction images and redact the PII in the document. See Redaction for details.
3. Save the redactions and coding.
When validating a production job, the platform will look for any documents tagged as "Personal Information: Needs Redaction" and will flag any tagged as such that have not been redacted. see Production Job for more information.
Editing Metadata (Reserved for Account Administrators only)
Account Administrators have the ability to edit certain of the metadata fields for purposes such as removing information for redaction, entering a document description, moving the document to a different folder and adding or updating the Doc Date. Clicking the blue Edit All button under the Metadata tab will display the fields that are able to be edited. (See the dropdown selection above for a detailed view of the Metadata Tab with the "Edit All" button displayed. Editable fields will be indicated with text boxes or small edit icons. To save updated information once changes have been made, click the blue "View Only" button.
To edit the information in a Text box, simply click in the box and type in, edit, or delete the information. (Bates, Source File Path, Description, Doc Date and Email Subject).
To edit the Folder assignment, click the small edit button to the right of the Folder section. Select an existing folder where you would like to move the document, and click "Ok."
To edit Email Metadata, click the small edit button to the right of the metadata field you wish to edit.
In the "Edit" dialog box, you can remove an email address (for purposes of redaction) by clicking the x to the far right (it is dim in the regular view, but more easily visible in dark mode -- see above for switching to Dark Mode), or by clicking the edit icon. If editing the text, once updated, click the small checkmark to save the updated text and click Ok.
Saving Coding Changes
When first accessing the Document Viewer, the option to save coding changes is at the top right above the Coding and Metadata Tabs. The default option is "Save, Propagate & Continue." Clicking the drop-down arrow will display the check boxes for "Auto Advance" and "Propagate Coding."
The description of each setting is below.
Save, Propagate & Continue: Both Auto Advance and Propagate Coding are selected. When "Save, Propagate & Continue" is clicked, LEP will (1) save the current coding; (2) if the coding is applied to a member of an email family, propagate the Responsiveness, Confidential or Privilege coding to the other members of the email family; and (3) automatically advance to the next document for review. For information on how the "Propagate Coding" selection operates with regard to email families, please see the Email Family & Propagation of Coding Help Page.
Save & Continue: Only Auto Advance is selected. When "Save & Continue" Is clicked, LEP will (1) save the current coding; and (2) automatically advance to the next document for review. Coding will NOT propagate to other members of the email family.
Save & Propagate: Only Propagate Coding is selected. when "Save & Propagate" is clicked, LEP will (1) save the current coding; and (2) propagate the Responsiveness, Confidential or Privilege coding to the other members of the email family. The document will not automatically advance to the next document.
Save: Neither Auto Advance nor Propagate Coding is selected. When "Save" is clicked, LEP will save the current coding and will not advance to the next document and will not propagate coding to other members of the email family.
NOTE: Once the "Save" selections have been changed, they will remain that way until changed.
Selection Options for SAVING:
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. Please see our Technical Note on Document Viewer Troubleshooting if the Doc Viewer is not displaying documents as expected.