Working With Transcripts and Exhibits

This technical note describes some easy steps to access specific transcripts within the Lexbe eDiscovery Platform (LEP).

How To Log-in

To login to LEP, click the Login link in the upper-right corner of the main page. Enter User Name and password (User Name is the user's email address). See Login Page for more information. The user will be taken automatically to the Dashboard screen where all the cases to which the user has access will be displayed. Select a case to see how many documents or files are in the case. See Dashboard for more information.

LEP works best with the two most recent versions of Internet Explorer or Firefox. If using an older version not all functionality may be available.

How To Find Specific Transcripts (Shared Function)

Open the Browse (displays all the files uploaded to a case) or Search (pull documents based on keyword terms) pages to start working with files. The user may perform the following from either page:

Filter Quick Links (Shared Function): All the columns (Built-In and Custom Doc Fields) in LEP can be filtered from the Filters>Select Filters section. The user may filter results down to a specific division or document type by applying filters. For example: filtering on documents by Document Type (Exhibit, Transcript, Transcript w/Linked Exhibits, etc.), to identify documents to review and narrow down the search results, showing only a subset of relevant results. A list of all the filters is automatically saved in the database whenever the user clicks the Apply button in the Filter. The user may then share or unshare filters with other users in the current case by clicking on the Edit button. When the Shared/Pinned Filters dialog box appears, check or uncheck the shared icon check-box. This option will share filters with all current users that have access to the case.

How To Search Within Specific Transcripts and Exhibits (Shared Function)

The Search page is used to find specific documents based on the text or keywords in all documents or to find key documents with various options. The user may setup a filter before entering any keywords in the search box for further narrowing down the results (e.g., Filter Applied: 'Dynamic Coding Filtering'= 'Witness Name (Last, First) = Anthony, Cindy').

A list of all the searches is automatically saved in the database whenever the user enters a keyword and clicks on the Search button in the Search text box. The user may pin and share the most used searches, delete existing records or Cancel. To search within specific documents, follow the below steps:

Go to the Search page.

Enter any specific term in the search box on the upper left.

Choose a type of search (All of the words, Any of the words, The exact phrase or Boolean).

Click on the Search button.

The user may pin and share the most used searches, delete existing records or

Cancel under the Search Quick Links section. This option will share the searches with all current users that have access to the case.

Export Log To Excel

From the Browse, Search and Facts & Issues pages, the user may select documents and tags that can be exported to an Excel spreadsheet. The Excel log allows the user to generate a report that can be filtered and sorted for further analysis in Excel.

LEP supports the two most recent versions of Excel for Excel integration (2010 and 2013) and we recommend an upgrade from previous versions of Excel before exporting logs.

How to Download Transcripts and Exhibits

The main table from the Browse and Search pages only displays the first 25 documents. However, documents can be selected in several ways as follows:

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 page only and are lost when navigating to another page. All documents displayed on a page can be selected all at once by selecting the Select Docs: All hyperlink at the top of the page. The main table from Browse only displays the first 25 documents per page, but the entire database is selected. If the user desires to download only 25 documents from the current case, click on the Page link. A message and link will appear at the top of the page showing that all documents in list have been selected. After selecting documents, multiple document operations can be done: e.g., multi-doc edit, export, delete. Go to the Case>Download Briefcase page and select the Download Briefcase page.

Click on the Download hyperlink to open. In some cases a browser version may automatically start the download process after waiting a few seconds. Next, the browser should prompt the user through a dialog box, asking whether to "Save" or "Open" the compressed (zipped) folder. It is best to save the file on a local compute. If the user needs immediate access to the file select "Open." Best practice is to open with a utility.

Folders Structure Included in the Briefcase

When the user downloads a briefcase, it will include a folder entitled Briefcase and the following sub-folders:

Have Questions? Contact Us

If you have questions regarding case access, new users, setting up new cases, and uploading documents, contact the Account Admin User that has full control over the account and users, and is also responsible for managing the case or contact Professional Services.