Getting Started Guide - LexisNexis

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GETTING STARTED GUIDE I LAW PREDISCOVERY 2. Click File on the menu bar, then choose Save As… . The Save As dialog box will appear. 3. Enter a name for the profile, such as EDD_001. This profile will store the settings that are chosen in the Export Utility. Click Save. The EDD_001.pfl file will be saved in the designated directory. The profile can also be created after clicking Finish. A prompt will appear prior to the export process, asking if you want to save the current settings. If Yes is chosen, you will be able to enter a file name for the profile and a location in which to save the file. If a profile is already applied, as in the above example, clicking Yes will force the settings to be saved to the currently selected profile. You can apply saved profiles to additional exports for any LAW PreDiscovery case, provided they match, or closely match, the settings needed for a particular export. If the profile does not meet the requirements, you may edit it within the Export Utility by simply opening the profile, changing the desired settings, and then saving changes. The following steps will explain how to open a pre-existing profile. CHAPTER 8 58
GETTING STARTED GUIDE I LAW PREDISCOVERY To open a saved profile: 1. In the Export Utility, click File > Open. The Open dialog box will appear. 2. Browse to the *.pfl file you wish to apply, and then click Open. All settings saved to this profile will be applied to the Export Utility. Export Utility It is extremely important to understand how the Export Utility works and how each option will affect the resulting output. If exporting is performed incorrectly, the files may not load properly, or at all, into the chosen litigation support application. This section of the guide provides a brief overview of each feature. Formats/Documents tab The Formats/Documents tab is used to specify the export type, the files to be included for exporting and the type of files (i.e., native files), the target application and its configuration settings (if any), and image format. File Types Because LAW PreDiscovery is both a scanning and an electronic discovery application, the Export Utility allows you to choose which type of data should be included in the export. The Export Types section contains three options: n All Records: Use this option when you have a LAW PreDiscovery case that contains both scanned (or imported) images and native files and you want to include both types in the export. You may also use this option if the case is all e-discovery or all scanned data. n Scanned Data: Use this option when you want to export only scanned images—or images imported using a feature other than the ED Loader (such as Import Raw Images). n Electronic Discovery: Use this option when you want to export files that were imported as e-discovery only. This may include native files and/or the TIFF images for each electronic discovery (ED) record. Note: Keep in mind, not all target applications support native file review. Currently, native file exports apply only to Blue Trace, CaseLogistix, Concordance, Concordance Direct (DCB), Delimited Text, EDRM XML 1.0, iCONECT ® , Introspect eCM, Ringtail CaseBook and Summation. CHAPTER 8 59
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Getting Started Guide - LexisNexis

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