Grid, Productions & Tagging Workflow Exercise

Product Area

Workflow

Relevant Processes

Grid

Manipulate the review grid to move between field profiles and add/remove fields

1. (If necessary) Create at least 2 field profiles in the project.
2. Move between two different field profiles and confirm the list of fields available changes appropriately.
3. Add and remove fields in the user grid.
4. Click and drag to reorder fields.
5. Add and remove fixed object fields.
6. Apply a filter on a field containing text, such as “Document Author”.

KB Articles

1. How to Manage Fields
2. Grid
3. How to Customize Review

Production

Create a multi-page searchable PDF Production

1. Create a search containing a small number of documents (~50) - this search should include family members.
2. Place these documents into a work folder.
3. Move to the Project Admin > Production tab and choose to create a new production job with the “Add” button.
4. Select the work folder created in step 2.
5. Choose to create images - other options can be kept as defaults.
6. Choose to use page level numbering and use a prefix of “ABCD” - other options can be kept as defaults.
7. Other tabs and options can be ignored - click “Add”.
8. From the Production Job table item's action menu choose to “Start Full Processing - Imaging and Stamping”.
9. Monitor the progress in the Production Job table and wait for completion - confirm that all or most documents imaged successfully.
10. Move to the “Production Exports” section and click “Add”.
11. Choose the production job created during this process.
12. For image files to include choose “Multi-Page PDF - Searchable”.
13. For native files to include choose “All”.
14. For text files to include choose “All”.
15. All other tabs and options can be ignored - click “Add”.
16. From the Production Export table item's action menu choose to “Start” the production export.
17. Move to the “Database Update” section and click “Add”.
18. Choose the production export created during this process.
19. Move to the Settings tab and choose to add the production images to a new image set using the “Add/Edit” button; other items can be left as their default settings.
20. From the Database Update table item's action menu choose to “Start” the database update - this should be done very quickly
21. Once the update completes, navigate to the production documents in review and confirm that images are now appearing in the newly created image set.

KB Articles

1. How to Search Concepts
2. How to Create Work Folders
3. Production Basics
4. Production Image Sets
5. How to Create a Production Job
6. Grid
7. How to Run Production Job Export
8. How to Update the Production Database
9. How to Troubleshoot a Production          

Tagging

Create a new tag profile with a new prediction AI tag.

1. In Project Admin > Tags, Create a new tag profile and add one or more existing tags.
2. Create a new mutually exclusive tag and give two choices with the predictive AI setting set for both positive and negative.
3. Add this new tag to the profile from step 1.

KB Articles

1. How to Create & Manage Tags