Batch Editing Date Fields

This technical note provides step-by-step instructions to batch edit date fields in the Lexbe eDiscovery Platform (LEP).

Date Fields Available in LEP

Most date field types and some email metadata are automatically extracted during self-upload in LEP.

View Date Fields in LEP

From Browse and Search pages. Date fields are column field types. Use the section Fields->Show Fields to select which date fields to display in the main table.

Document Viewer->Disc tab->Metadata fields. The date fields are displayed as text-box field types under Metadata.

Types of Date Fields Available in LEP

There are six date fields available as Built-in fields in LEP and described below:

How to Batch-Edit Date Fields

Big Cases: In order to prevent timeouts in large-scale document reviews and help code documents quickly and efficiently, use an Excel spreadsheet to apply mass tagging to metadata fields as follows:

Coding in Excel and Upload Metadata. Power and Account Admin users can use Excel spreadsheets to edit most fields in LEP and restore email families. The user must create a custom Excel spreadsheet with the extension file name ".multidocupdate.xlsx." (e.g. eDiscoveryPlatform.multidocupdate.xlsx).

The Excel spreadsheet before the upload:

Upload the Excel spreadsheet with the new metadata from Case->Add Case Documents as with any other document in LEP.

Small Cases: This option allows the user to create a custom date field (text) and code multiple documents using the Multi-Doc Edit feature (i.e. coding multiple documents with the same dates).

From the Management->Manage Custom Doc Fields page, set up one section to contain and organize date fields. An example of a section name would be "Editable Master Date." Add the section by clicking Add Case Section and entering the section name.

Add Coding Field and create a text box. Use the MM/DD/YYYY format to sort dates correctly (e.g. Format String).

From the Browse and Search pages, use Multi-Doc Edit to select multiple documents and manually enter a date (e.g. 1/1/1980 8:00:00).