Arctera™ Insight eDiscovery Help

To configure the export options before exporting the production set

1. On the eDiscovery tab, click Cases.
2. Search for and select the case in which you want to configure a production set export options before exporting it.

   The selected Case_Name node appears below Cases.

3. From the displayed case nodes, select Production Sets.

   A list of available production sets of this case are displayed.

4. Select the production set for which you want to configure the export options before export.

   The application displays the following configuration options:

   • General

   • Numbering

   • Header/Footer

   • Imaging

   • Slip Sheet

5. Under General, specify the following:

   Load from	From the drop-down list, select a previously created export template format. If you select the previously created template, all the previously configured fields appear automatically.
   Name	If you want to create a new setting, that can be later used as template, provide a name for the current setting. Till the time you do not create a template of this setting, this setting remains intact. When you open the production set, the application displays the lastly saved setting. If you save this setting as a template, this name is considered as a new template name, and this template name is listed under the Load from drop-down options.
   Description	Provide a brief description for the current setting.
   Production Type	Select this option to produce all documents as image files.

6. Under Numbering, specify the following values:

   The following example shows the specified format.

   The sample ITEM-0000012-001 shows the prefix ITEM-, numbering that includes 7 digits starting with the number 12, and a suffix of -001.

   Prefix	The settings on this tab associate a production number with a corresponding document when the production is run. Specify the document numbering for the production. If required, include a delimiter at the end.
   Minimum number of digits	Specify the minimum number of digits for numbering the documents. The number is padded with zeros, if needed to match the minimum.
   Starting number	Specify the starting number for the numbered list of documents. Note: The product ensures that the same production number (combination of prefix and number) is not used multiple times on the same case. If the number you specify is below the minimum allowed number for that prefix, the next valid number is displayed.
   Suffix	Specify a suffix for the numbered list with a delimiter, if required.

7. Under Header/Footer, specify the following:

   Header	Choose the information to present for the left, center, and right headers. Select from the following items: None (no entry) Bates Number Author Date produced Document ID Free Text Filename Page Number Page X of Y
   Footer	Choose the information to present for the left, center, and right headers. All the options are same as options in the header field.
   Watermark	Type the word or words you want to appear as a watermark on the pages of the production.

8. Under Imaging, specify the following:

   Slip sheet by Maximum Limits

   Items that exceed these maximum limits produce a slip sheet and are not imaged. Page Count: Specify number of pages after which a slip sheet will be produced. File Size: Specify maximum size of the file (in MB) after which a slip sheet will be produced.

9. Under Slip Sheet, specify the following:

   Customizable Slip Sheet Text

   This option allows you to customize slip sheets with various fields which can assist in identifying exceptions. Each slip sheet will receive a bates number and the specified text will be printed in the center of the slip sheet (which is created for all items that are not imaged). The maximum length allowed for this field is 1,024 characters. %DocID: Document ID. %FileName: File name of the item %FileExtension: File extension of the item %BatesStart: Starting Bates number When produced, a slip sheet is a placeholder for any item not rendered for one of the reasons below. Fully Redacted - Item was Redacted completely Imaging Error - Unable to create image of item during production Conversion Error - Image failed to convert to PDF Native Placeholder - Bates stamped Native placeholder You can apply your customized slip sheet settings either by changing the text while creating the production folder, or at case level, by changing the values of the properties.

10. Click Save, and do any of the following options as required.

    • If, under General, you have not selected the previously saved template in the Load from field, the application displays the confirmation message:

      • Click Cancel to save the settings without creating a new template. The application saves and displays this setting whenever you access the production set. You can modify this setting whenever required, and save it as a template for further use.

      • Click Create New Template to save the current setting as a new template. This template name is then displayed under the Load from field.

    • If, under General, you have selected the previously saved template in the Load from field, the application displays the confirmation message:

      • Click Override to update the selected template for the current settings

      • Click Create New Template to save the current setting as a new template. This template name is then displayed under the Load from field.