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  • Lexbe Help
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      • Search - OpenSearch
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        • Redaction
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        • Production Job
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        • Manage Custom Doc Fields
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      • Account Menu
        • Manage Users
        • Manage Cases
        • Case Deletion
        • Manage Billing
        • Manage Custom Case Fields
        • Audit Doc Access
      • Miscellaneous
        • Account Billing Policies Based on Storage
        • Automated Notification of Processing Completion
        • Demos and Custom Trainings
        • Excel 101
        • Policy for Lexbe-Assisted Uploads
        • Limited Users
    • Technical Notes
      • Account Hibernation
      • Account Types
      • Adding Bates Numbers to Documents
      • Archiving Cases
      • Attorneys' Eyes Only (AEO) Document Designation
      • Auto-Language Detection+
      • Auto-Transcription
      • Auto-Translation+
      • Automated ESI Processing
      • Batch Editing Date Fields
      • Bates Naming, Numbering and Stamping
      • Best Practices Using LEP from Home
      • Browser Versions
      • Built-in Doc Fields
      • Bulk Text-Based Redaction
      • Bulk Upload of Redacted Documents
      • Bulk Upload of Translated Documents
      • Case Keywords
      • Certified Deletion of Customer ESI
      • Clearing a Browser Cache
      • Client Billing Portal
      • Coding in Excel and Upload Metadata
      • Cognitive Image Recognition
      • Collecting Cloud-Based Email Accounts
      • Confidentiality Agreements & Protective Orders
      • Consistency Check (Near-Duplicates)
      • Container File Expansion
      • Control Numbers
      • Corrupt PDF Files
      • Creating Document Based Load Files from Page Based Loadfiles
      • Creating Redaction Logs
      • Custodian Interviews
      • Custom Review Set Batching
      • Data Rights, Ownership, and Confidentiality
      • Deduplication
      • DeNIST files
      • Deposition Summaries
      • Doc Viewer Troubleshooting
      • Document Troubleshooting
      • Doing Document Reviews
      • Drafting ESI Agreements and Protocols
      • Dual Monitors
      • Email Attachments
      • Email Families & Propagation of Coding
      • Email Time Zone Offset
      • Enhanced CAD Processing
      • Entity Detection
      • ESI Collection-Using AWS Secure Storage
      • ESI Culling
      • ESI Data Mapping
      • Excel and Word Export
      • Facts & Issues - Importing and Exporting
      • Facts & Issues - Importable Case Issues (Construction)
      • Finding Previously Produced Documents
      • Forensic Disc Images
      • Folders vs. Custom Fields
      • Importing Lexbe Documents into Sanction
      • Importing Lexbe Documents into Trial Director 360
      • In & Out Processing Report
      • In-line Viewing of MS Office Docs
      • Integrated eDiscovery Messaging+
      • Internet Connection Speeds
      • Keyboard Shortcuts
      • Keypad Encrypted Drives for Transferring ESI
      • Lexbe eDiscovery Platform - Feature Summary
      • Lexbe Production Upload Instructions for Receiving Party
      • Lexbe Support & Resources
      • Lexbe User Manual
      • Litigation Hold Notices
      • Load Files
      • Manual Annotation
      • Manual Redaction
      • Mass Tagging Near Duplicates
      • Master Date and Metadata Fields
      • Merge and Print PDFs By Date Order
      • Metadata
      • Native Load File Spec
      • Near Duplication
      • NearDup Grouping for a Faster Review
      • Nightly Maintenance Window
      • OCR
      • Outlook Email Conversion
      • Payment Terms
      • PDF Merge
      • Placeholder Files
      • Pre-Processing MBox Files (Gmail & Apple Mail)
      • Pre-Production Checklist
      • Printing
      • Privilege Log (Custom)
      • Production Load File
      • Production of MSG and Container Files
      • Production QC
      • QC of Self-Uploaded Natives
      • QC of Self-Uploaded PDF Productions in LEP
      • QC TIFF Productions Self-Uploaded
      • QC'ing Files with Little or No Text
      • Remote Collection+
      • Remote ESI Collection
      • Repairing Corrupted MSG File (Self-Upload)
      • Repairing Corrupted PST File (Self-Upload)
      • Repository
      • Requests for Production
      • Review Set Batching
      • Reviewing Documents Offline
      • Searching - Basic Learning Tutorial
      • Searching for Hot Emails and IMs
      • Searching for Personally Identifiable Information (PII)
      • Searching for Profanity and Obscenity
      • Secure FTP - Sending Files to Lexbe
      • Self-Upload a Native Production
      • Self-Upload a TIFF Production
      • Sentiment Analysis
      • Service Level Guarantee
      • Shared Briefcases
      • Sharing Documents with Expert Witnesses and Others
      • Sharing Files
      • Sharing Productions
      • Social Media Account Collection
      • Specific Bates-Numbered Production
      • Splitting, Merging and Unitization
      • Standard Metadata Processing and Load File Fields
      • Suggested Protocol on Scanning Documents for Loading Documents
      • Support For Mac
      • Supported File Types
      • Tagging
      • Tagging Multiple Fields
      • Text Highlighting
      • Text Messages
      • TIFF Image (DAT) Load File Specifications
      • Tips for Reducing Hosting Costs
      • Tracking Files By Custodian
      • Transcript and Exhibit Management
      • Two-Part Improved Translation Workflow
      • Uber Index
      • Unicode and Foreign Language Support
      • Unusual and Large Files
      • Video and Audio Files
      • View Original Files In Mac
      • Workflow for Preparing Documents for Depositions
      • Working with Cursive/Handwritten Files
      • Working With Transcripts and Exhibits
      • ZIP/RAR Files
      • FOIA
  • Professional Services
    • Available Services
  • Forensic Services
    • Social Media
    • Cloud Services
    • Computers
    • Email
    • External Devices
    • Mobile Devices
  • What's New
    • Announcements
    • Release Notes
 
  • Lexbe Help
    • Help Pages
      • Login Page
      • Home Menu
        • Main Case Display
        • Case Details
      • Case Menu
        • Contacts
        • Add Case Documents
        • Download Briefcase
      • Analysis Menu
        • Case Assessment
        • Case Dashboard
        • Case Notes
        • Custodians
        • Facts & Issues
        • Search Term Report
        • Auto Redaction
      • Search
      • Search - OpenSearch
      • Browse Menu
        • Browse
        • Near Dup Groups
        • Email Thread Groups
      • Shared Features (Browse & Search)
      • Document Viewer
        • Hits
        • Original
        • HTML
        • Page
        • PDF
        • Text
        • Produced
        • Translated
        • Redaction
        • Annotation
        • Compare
        • DISC Tab
        • DOC Tab
        • Notes Tab
        • Facts Tab
        • Related Tab
      • Discovery Menu
        • Review Sets
        • Assisted Review+
        • Production Job
      • Management Menu
        • Manage Custom Doc Fields
        • PDF Split/Remove
        • User Profile
        • Change Password
      • Account Menu
        • Manage Users
        • Manage Cases
        • Case Deletion
        • Manage Billing
        • Manage Custom Case Fields
        • Audit Doc Access
      • Miscellaneous
        • Account Billing Policies Based on Storage
        • Automated Notification of Processing Completion
        • Demos and Custom Trainings
        • Excel 101
        • Policy for Lexbe-Assisted Uploads
        • Limited Users
    • Technical Notes
      • Account Hibernation
      • Account Types
      • Adding Bates Numbers to Documents
      • Archiving Cases
      • Attorneys' Eyes Only (AEO) Document Designation
      • Auto-Language Detection+
      • Auto-Transcription
      • Auto-Translation+
      • Automated ESI Processing
      • Batch Editing Date Fields
      • Bates Naming, Numbering and Stamping
      • Best Practices Using LEP from Home
      • Browser Versions
      • Built-in Doc Fields
      • Bulk Text-Based Redaction
      • Bulk Upload of Redacted Documents
      • Bulk Upload of Translated Documents
      • Case Keywords
      • Certified Deletion of Customer ESI
      • Clearing a Browser Cache
      • Client Billing Portal
      • Coding in Excel and Upload Metadata
      • Cognitive Image Recognition
      • Collecting Cloud-Based Email Accounts
      • Confidentiality Agreements & Protective Orders
      • Consistency Check (Near-Duplicates)
      • Container File Expansion
      • Control Numbers
      • Corrupt PDF Files
      • Creating Document Based Load Files from Page Based Loadfiles
      • Creating Redaction Logs
      • Custodian Interviews
      • Custom Review Set Batching
      • Data Rights, Ownership, and Confidentiality
      • Deduplication
      • DeNIST files
      • Deposition Summaries
      • Doc Viewer Troubleshooting
      • Document Troubleshooting
      • Doing Document Reviews
      • Drafting ESI Agreements and Protocols
      • Dual Monitors
      • Email Attachments
      • Email Families & Propagation of Coding
      • Email Time Zone Offset
      • Enhanced CAD Processing
      • Entity Detection
      • ESI Collection-Using AWS Secure Storage
      • ESI Culling
      • ESI Data Mapping
      • Excel and Word Export
      • Facts & Issues - Importing and Exporting
      • Facts & Issues - Importable Case Issues (Construction)
      • Finding Previously Produced Documents
      • Forensic Disc Images
      • Folders vs. Custom Fields
      • Importing Lexbe Documents into Sanction
      • Importing Lexbe Documents into Trial Director 360
      • In & Out Processing Report
      • In-line Viewing of MS Office Docs
      • Integrated eDiscovery Messaging+
      • Internet Connection Speeds
      • Keyboard Shortcuts
      • Keypad Encrypted Drives for Transferring ESI
      • Lexbe eDiscovery Platform - Feature Summary
      • Lexbe Production Upload Instructions for Receiving Party
      • Lexbe Support & Resources
      • Lexbe User Manual
      • Litigation Hold Notices
      • Load Files
      • Manual Annotation
      • Manual Redaction
      • Mass Tagging Near Duplicates
      • Master Date and Metadata Fields
      • Merge and Print PDFs By Date Order
      • Metadata
      • Native Load File Spec
      • Near Duplication
      • NearDup Grouping for a Faster Review
      • Nightly Maintenance Window
      • OCR
      • Outlook Email Conversion
      • Payment Terms
      • PDF Merge
      • Placeholder Files
      • Pre-Processing MBox Files (Gmail & Apple Mail)
      • Pre-Production Checklist
      • Printing
      • Privilege Log (Custom)
      • Production Load File
      • Production of MSG and Container Files
      • Production QC
      • QC of Self-Uploaded Natives
      • QC of Self-Uploaded PDF Productions in LEP
      • QC TIFF Productions Self-Uploaded
      • QC'ing Files with Little or No Text
      • Remote Collection+
      • Remote ESI Collection
      • Repairing Corrupted MSG File (Self-Upload)
      • Repairing Corrupted PST File (Self-Upload)
      • Repository
      • Requests for Production
      • Review Set Batching
      • Reviewing Documents Offline
      • Searching - Basic Learning Tutorial
      • Searching for Hot Emails and IMs
      • Searching for Personally Identifiable Information (PII)
      • Searching for Profanity and Obscenity
      • Secure FTP - Sending Files to Lexbe
      • Self-Upload a Native Production
      • Self-Upload a TIFF Production
      • Sentiment Analysis
      • Service Level Guarantee
      • Shared Briefcases
      • Sharing Documents with Expert Witnesses and Others
      • Sharing Files
      • Sharing Productions
      • Social Media Account Collection
      • Specific Bates-Numbered Production
      • Splitting, Merging and Unitization
      • Standard Metadata Processing and Load File Fields
      • Suggested Protocol on Scanning Documents for Loading Documents
      • Support For Mac
      • Supported File Types
      • Tagging
      • Tagging Multiple Fields
      • Text Highlighting
      • Text Messages
      • TIFF Image (DAT) Load File Specifications
      • Tips for Reducing Hosting Costs
      • Tracking Files By Custodian
      • Transcript and Exhibit Management
      • Two-Part Improved Translation Workflow
      • Uber Index
      • Unicode and Foreign Language Support
      • Unusual and Large Files
      • Video and Audio Files
      • View Original Files In Mac
      • Workflow for Preparing Documents for Depositions
      • Working with Cursive/Handwritten Files
      • Working With Transcripts and Exhibits
      • ZIP/RAR Files
      • FOIA
  • Professional Services
    • Available Services
  • Forensic Services
    • Social Media
    • Cloud Services
    • Computers
    • Email
    • External Devices
    • Mobile Devices
  • What's New
    • Announcements
    • Release Notes
  • More
    • Lexbe Help
      • Help Pages
        • Login Page
        • Home Menu
          • Main Case Display
          • Case Details
        • Case Menu
          • Contacts
          • Add Case Documents
          • Download Briefcase
        • Analysis Menu
          • Case Assessment
          • Case Dashboard
          • Case Notes
          • Custodians
          • Facts & Issues
          • Search Term Report
          • Auto Redaction
        • Search
        • Search - OpenSearch
        • Browse Menu
          • Browse
          • Near Dup Groups
          • Email Thread Groups
        • Shared Features (Browse & Search)
        • Document Viewer
          • Hits
          • Original
          • HTML
          • Page
          • PDF
          • Text
          • Produced
          • Translated
          • Redaction
          • Annotation
          • Compare
          • DISC Tab
          • DOC Tab
          • Notes Tab
          • Facts Tab
          • Related Tab
        • Discovery Menu
          • Review Sets
          • Assisted Review+
          • Production Job
        • Management Menu
          • Manage Custom Doc Fields
          • PDF Split/Remove
          • User Profile
          • Change Password
        • Account Menu
          • Manage Users
          • Manage Cases
          • Case Deletion
          • Manage Billing
          • Manage Custom Case Fields
          • Audit Doc Access
        • Miscellaneous
          • Account Billing Policies Based on Storage
          • Automated Notification of Processing Completion
          • Demos and Custom Trainings
          • Excel 101
          • Policy for Lexbe-Assisted Uploads
          • Limited Users
      • Technical Notes
        • Account Hibernation
        • Account Types
        • Adding Bates Numbers to Documents
        • Archiving Cases
        • Attorneys' Eyes Only (AEO) Document Designation
        • Auto-Language Detection+
        • Auto-Transcription
        • Auto-Translation+
        • Automated ESI Processing
        • Batch Editing Date Fields
        • Bates Naming, Numbering and Stamping
        • Best Practices Using LEP from Home
        • Browser Versions
        • Built-in Doc Fields
        • Bulk Text-Based Redaction
        • Bulk Upload of Redacted Documents
        • Bulk Upload of Translated Documents
        • Case Keywords
        • Certified Deletion of Customer ESI
        • Clearing a Browser Cache
        • Client Billing Portal
        • Coding in Excel and Upload Metadata
        • Cognitive Image Recognition
        • Collecting Cloud-Based Email Accounts
        • Confidentiality Agreements & Protective Orders
        • Consistency Check (Near-Duplicates)
        • Container File Expansion
        • Control Numbers
        • Corrupt PDF Files
        • Creating Document Based Load Files from Page Based Loadfiles
        • Creating Redaction Logs
        • Custodian Interviews
        • Custom Review Set Batching
        • Data Rights, Ownership, and Confidentiality
        • Deduplication
        • DeNIST files
        • Deposition Summaries
        • Doc Viewer Troubleshooting
        • Document Troubleshooting
        • Doing Document Reviews
        • Drafting ESI Agreements and Protocols
        • Dual Monitors
        • Email Attachments
        • Email Families & Propagation of Coding
        • Email Time Zone Offset
        • Enhanced CAD Processing
        • Entity Detection
        • ESI Collection-Using AWS Secure Storage
        • ESI Culling
        • ESI Data Mapping
        • Excel and Word Export
        • Facts & Issues - Importing and Exporting
        • Facts & Issues - Importable Case Issues (Construction)
        • Finding Previously Produced Documents
        • Forensic Disc Images
        • Folders vs. Custom Fields
        • Importing Lexbe Documents into Sanction
        • Importing Lexbe Documents into Trial Director 360
        • In & Out Processing Report
        • In-line Viewing of MS Office Docs
        • Integrated eDiscovery Messaging+
        • Internet Connection Speeds
        • Keyboard Shortcuts
        • Keypad Encrypted Drives for Transferring ESI
        • Lexbe eDiscovery Platform - Feature Summary
        • Lexbe Production Upload Instructions for Receiving Party
        • Lexbe Support & Resources
        • Lexbe User Manual
        • Litigation Hold Notices
        • Load Files
        • Manual Annotation
        • Manual Redaction
        • Mass Tagging Near Duplicates
        • Master Date and Metadata Fields
        • Merge and Print PDFs By Date Order
        • Metadata
        • Native Load File Spec
        • Near Duplication
        • NearDup Grouping for a Faster Review
        • Nightly Maintenance Window
        • OCR
        • Outlook Email Conversion
        • Payment Terms
        • PDF Merge
        • Placeholder Files
        • Pre-Processing MBox Files (Gmail & Apple Mail)
        • Pre-Production Checklist
        • Printing
        • Privilege Log (Custom)
        • Production Load File
        • Production of MSG and Container Files
        • Production QC
        • QC of Self-Uploaded Natives
        • QC of Self-Uploaded PDF Productions in LEP
        • QC TIFF Productions Self-Uploaded
        • QC'ing Files with Little or No Text
        • Remote Collection+
        • Remote ESI Collection
        • Repairing Corrupted MSG File (Self-Upload)
        • Repairing Corrupted PST File (Self-Upload)
        • Repository
        • Requests for Production
        • Review Set Batching
        • Reviewing Documents Offline
        • Searching - Basic Learning Tutorial
        • Searching for Hot Emails and IMs
        • Searching for Personally Identifiable Information (PII)
        • Searching for Profanity and Obscenity
        • Secure FTP - Sending Files to Lexbe
        • Self-Upload a Native Production
        • Self-Upload a TIFF Production
        • Sentiment Analysis
        • Service Level Guarantee
        • Shared Briefcases
        • Sharing Documents with Expert Witnesses and Others
        • Sharing Files
        • Sharing Productions
        • Social Media Account Collection
        • Specific Bates-Numbered Production
        • Splitting, Merging and Unitization
        • Standard Metadata Processing and Load File Fields
        • Suggested Protocol on Scanning Documents for Loading Documents
        • Support For Mac
        • Supported File Types
        • Tagging
        • Tagging Multiple Fields
        • Text Highlighting
        • Text Messages
        • TIFF Image (DAT) Load File Specifications
        • Tips for Reducing Hosting Costs
        • Tracking Files By Custodian
        • Transcript and Exhibit Management
        • Two-Part Improved Translation Workflow
        • Uber Index
        • Unicode and Foreign Language Support
        • Unusual and Large Files
        • Video and Audio Files
        • View Original Files In Mac
        • Workflow for Preparing Documents for Depositions
        • Working with Cursive/Handwritten Files
        • Working With Transcripts and Exhibits
        • ZIP/RAR Files
        • FOIA
    • Professional Services
      • Available Services
    • Forensic Services
      • Social Media
      • Cloud Services
      • Computers
      • Email
      • External Devices
      • Mobile Devices
    • What's New
      • Announcements
      • Release Notes

How-To Videos by Case Stage

For video instruction on using featured tools in the Lexbe eDiscovery Platform ("LEP"), select from the links listed below:

    1. Planning & Collection

      1. Create Custom Tags and Fields

      2. Create Folder

    2. Early Case Assessment & Culling

      1. Perform Searches

      2. Create Search Quicklinks

      3. Filter Search Results

      4. Create Field, Filter Quicklinks

      5. MDU Search Results Tagging

    1. Processing

      1. Perform File Upload

      2. Perform Drag/Drop Upload

      3. Create Briefcase

      4. Split Documents

    1. Review

      1. Create Review Sets

      2. Create Notes and Reports Using Notes

      3. Create Reports using Analysis Feature

      4. Perform Annotation

      5. Perform Redaction

      6. Tag Responsiveness on Certain Documents

    1. Adding Email Family Members to Search or Filter Results

    2. Production

      1. Create Production

      2. Validate Production

      3. Run Production

      4. Privilege Log

    1. Depositions, Motions, Trial & Appeal

      1. Create Facts & Issues and Reports Using F&I

Table of Contents for all Help Pages and Technical Notes

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