Facts Tab

Location: The fourth tab located near the upper right of the Document Viewer.

General

To access the Document Viewer, click any link to a document in the Lexbe eDiscovery Platform (LEP) from the Search, Browse or Facts & Issues pages. The Facts tab will be the fourth tab in the right-side panel of the Document Viewer. The Lexbe eDiscovery Platform (LEP) allows users to add multiple Facts to a particular document. Each fact may be edited at any time. The Facts section will display all the facts related to the current document. Facts can be added from the Facts and Issues page or from the Document Viewer during review.

Associating Documents with Existing Facts and Issues

If a user has previously created a fact either in the Facts and Issues page or during another part of a document review, any document can be subsequently added to that fact by selecting it in the Add Doc to Existing Fact drop down menu. Additional facts can be created at any point during a review. The image below shows a sample of the "Add Doc to Existing Fact" dropdown menu. (Note: The available facts in the dropdown menu is directly proportional to the facts that have been added in the case by the various users).

Creating New Facts

Click the New Fact link to open a new Facts window, which will display the following fields:

  • Date Start: Typically the start date of the fact based on the document. This field can be left blank.

  • Date End: Typically the end date of the fact based on the document. This field can be left blank.

  • Contested: The "Contested" dropdown menu allows users to select if a particular fact is contested or not and by whom it is contested.

  • Material: The "Material" dropdown menu allows users to select if a particular fact is field allows users to indicate if a fact is material or not.

  • Page: Refers to the page number of the document to which the fact applies.

  • Title: Users can input the substance of the fact in the Title field. Facts will be easier to work with if the Title refers to one fact and not several facts or a compound fact.

  • Custodians: The "Custodians" dropdown menu allows users to associate an existing custodian in LEP to the fact that is being created. The custodian associated with the fact can be a litigant, deponent, witness or other individual or organization.

  • Issues: The "Issues" dropdown menu allows users to associate the new fact with an existing Issue that has been created in the case.

For more information see Facts & Issues.

Once all of the information for the new Fact has been entered, click OK to save the fact. After saving the new fact, a link to the page related to the particular fact will be created. By clicking on the link, the page related to the Fact will be opened in a new tab in the browser. Users should save all facts before moving to the next document.