Getting Started Guide - LexisNexis

GETTING STARTED GUIDE I LAW PREDISCOVERY
As mentioned, certain formats will have additional configuration settings specific to that application.
Use the following steps to determine if an application has additional settings.
1. Single-click the application title in the Selected Formats list.
2. If the application has additional settings available, the Configure button (located in between
the Available Formats list and Selected Formats list) will be enabled. If applicable, click
the Configure button.
3. View and edit (if needed) the necessary settings, then click OK to return to the Formats
tab of the Export Utility.
Fields Tab
Use the Fields tab in the Export Utility to select the index fields to be included in the load files and to select
the Image Tag, or document identifier that will be used to link the index field data to the correct image
or native document. The sections below provide a brief description of each area in the Fields tab.
Selected Format
This pull-down list contains up to five items, depending on the formats selected in the Formats/Documents
tab: Default, Summation, Concordance, Concordance Direct (DCB) and Ringtail CaseBook. In the example,
only Concordance is selected and therefore, Default and Concordance will show in the pull-down list.
When Default is chosen, any fields that are selected will be included in all of the selected formats’
load files. In some situations, you may need to include certain fields in a Summation load file
and different fields in a Concordance load file, for example, but want to perform both exports at one time.
LAW PreDiscovery provides the ability to customize the field selection and field names for each of the
four aforementioned formats, while still maintaining a default field assignment for other selected formats.
This will prevent the need to perform multiple exports when simply changing index field information
for one or more of the formats.
To use this feature, ensure that one of the previously mentioned formats, such as Concordance, is selected
on the Formats/Documents tab, and then choose Concordance from the Selected Format pull-down list on
the Fields tab. Then, select the option explained in the next section.
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