Merge and Print PDFs By Date Order

The user may merge multiple PDF files into one single PDF and also print the files by date order using the Doc Date as the file name. PDF merges should be limited to 1,000 pages as large PDFs may not open and print.

Step-By-Step Instructions

Step 1: Use the Doc Date Field

The Lexbe eDiscovery Platform (LEP) will set the default date for batch printing using the values available under Doc Date field (also displayed as Date). This is a control field and during review, may be used to consolidate the dates for searching, filtering, printing and producing files. The date field is left in blank by default (editable).

The standard date format must be YYYY-MM-DD (E.g. 2010-09-19)

Date multiple files using the Multi Doc Edit feature from the Search and Browse pages, or date individual documents from the Document Viewer under the Discovery tab.

Step 2: Create Download Briefcases

There are two ways to create download briefcases within LEP.

1- From the Search or Browse pages, select the documents. Documents may be selected in several ways: Each document in the table view of documents has a check mark to the left of the document. Documents on a page can be selected one at a time this way. The check marks persist for the current page only and by navigating to another page.  All documents displayed on a page (25 documents) can be selected all at once by selecting All at the top of the page.  All documents in a view (which may display on multiple pages) can be selected by first clicking All in the last step. At that point a message and link will appear at the top of the page enabling the user to select all the documents in the page (e.g., Select all XX documents). After selecting documents, click Export To Briefcase.

02- From the Document Viewer page. The user may export to a briefcase the current document that is opened by clicking on the Export Briefcase hyperlink in the upper right corner of the screen.  See Download Briefcase for more information.   

Step 3: Customize the Download Briefcase Dialog Box

Click Export To Briefcase to open the dialog box.  Select Using Doc Dates from the Name Files drop down.

This is how the PDF file will look:

Step 4: Merge Download Briefcase

Go to the Case>Download Briefcase page and select the PDFs documents to be merged by the Batch Title and click Create Merged PDF located in the PDF Merge section. Only processed downloads will be merged.  Do not merge a batch if it is still processing. The user has the option to insert a blank page between each separate document by selecting the Insert Separator Sheet. 

Click the Download hyperlink to open.  In some cases, a browser version may automatically start the download process after waiting a few seconds.  The browser should prompt what to do with the file through a dialog box, asking whether to Save or Open the compressed (zipped) folder. It is best to save the file on a local computer.  For immediate access to the file select Open.  We recommend using the WINRAR utility.

Folders Structure Included in Merged Briefcase

In addition to the Originals, PDF and Redacted (if applicable), there will be a sub-folder called PDFMERGED containing the single PDF file with merged pages within it.

Redacted Documents

By default LEP will merge the redacted versions of the PDFs documents exported to a briefcase.

Merging Emails with Attachments Into One PDF

Email messages and all the attachments are also merged to form one single document. The first page will be the email body and attachments on the subsequent pages in order.