Exporting and Importing
Facts & Issues
Export to Pivot (Sorting Facts by Issues)
Admin Users have the Export to Pivot button available in the lower left of the screen within the Facts & Issues page. This option will export the facts in a "flattened" format.
The Export to Pivot button exports all facts to Excel, with facts repeated, one row per fact. This allows the user to easily create Pivot tables in Excel of the Facts data. In Excel, select all the exported data and click Create Pivot Table from the Insert menu. Insert the table in a new sheet. In the newly created pivot table, add Issues to the Report Filter area then Add Fact Title and Doc Title to the Row Labels. Before exporting Facts to an Excel spreadsheet, the columns Issues and Documents must both be checked under the Show Fields section. In the main table, select all facts and then click on the Export->Export to Pivot button.
More information about Excel Pivots may be found in Excel help pages.
Export to Briefcase
The Export to Briefcase button allows the user to copy some or all Facts & Issues from a case onto a local computer or network in a zip file. To complete this function, click on the Export to Briefcase button. Additional information on creating/exporting briefcases can be found here.
Import from Excel Sheet
The user may import new Facts to the case or edit existing ones (files must be in Excel 2007, 2010 or 2013 formats with an extension of .xls or .xlsx).
Open the Facts & Issues page.
Filter on the Issue to modify if you are editing existing Facts.
Select the columns (fields) to be modified from the Fields->Show Fields section (see list below):
Fact Id: The unique identification number that the Lexbe eDiscovery Platform (LEP) will use to associate metadata to the respective Facts & Issue to process an update. If editing existing Facts, this column must be retained. For new Facts, just leave the rows under the column blank.
Fact Title: Create new facts or edit existing ones.
Date Start: MM/DD/YYYY. If no time is referenced, Excel will, by design, default to 12:00:00 AM. To remove the default time reference, perform a 'Find and Replace' wiithin Excel. I.e. Find 12:00:00 AM and replace with empty text.
Date End: MM/DD/YYYY. If no time is referenced, Excel will, by design, default to 12:00:00 AM. To remove the default time reference, perform a 'Find and Replace' wiithin Excel. I.e. Find 12:00:00 AM and replace with empty text.
Contested: Yes (by us, by them), No, Prospective or Unsure.
Material: Yes, No or Unsure.
Docs: Link the facts to specific documents and pages in the case. Use single quotation marks format (e.g. 'Document Title' (p.01)). If the user would like to include more than one document, use commas to separate the titles. (e.g. 'Document Title 01' (p.03), 'Document Title 03' (p.8)).
Custodians: The user may only edit existing Custodians. The export of Custodians must also have the single quotation marks format. See Custodians for more information.
Issue: Create new issues or edit issue statements of fact which are being put to the test. Use the quotation marks format. (e.g. "New Issue").
Go to the Export section. Click on the Export Log to Excel button.
Save the Excel sheet to local computer
Click on the Choose File button and select the Excel spreadsheet prepared from LEP.
Click the Import button. Allow a couple of minutes for the facts to be processed and populated.
Refresh the page to see the newly imported Facts.
Importing Facts From CaseMap
The Import feature has the ability to import facts from the CaseMap management system, with the exception of the Custodian field which is not part of the import load file. On the Facts & Issues page, the user may assign Custodians, Documents, Issues and Task Date Start/ End to a Fact, after importing it to LEP by clicking on the Edit link.