This concise guide walks you through downloading all the documents in your project along with all available metadata.
Important: There are some case elements that do not transfer from the Open Discovery case. These include:
- Custom Layouts
- Saved Searches
- Control/Pick Lists
- Case Documents
- Production Shield
- Production Settings
- Partial Dates – g., 01/00/2023
- User Security
- Smart Folders
- Page-Level Tags
- Persistent Highlighting
- Unbranded Redactions, Comments, Annotations
- Redaction Categories
- Keyword Reports
- Transcripts, Transcript Issues, Notes, Linked Documents
Prepare Open Discovery Data
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Export 1 - Natives, Images, Text, Metadata, Work Product
- Helpful Guides:
- All documents to be migrated.
- Output Options
- Use Original Image Keys
- Load File Selections: DAT, OPT, LFP, and DLF
- No Endorsements
- Select all Redactions
- Select all fields and tags EXCEPT for fields: [ProductionBegDoc], [ProductionEndDoc], [ProductionBegatt], [ProductionEndAtt], [ProductionVolume], [ProductionPageCount], [ProductionText], and System File Path.
- Recommended settings shown in screenshots.
-
Export 2 – Burned in Redacted Images
- Helpful Guides
- Documents with Redactions only
- Use the Production Tab
- Output Options
- Images Only
- Load Files: LFP, OPT and DAT with just (PROD_BEGDOC)
- Single Page Images
- Use Original Image Keys
- Burn in Redactions
-
Production Volumes and their associated cross-reference file.
- Execute SQL script to create the Production History Report. Please contact Reveal Support for assistance in generating this report.
- The report contains the following fields for all Production Export Sets in the case its executed on: ProductionName, Notes, OutputDirectory, ProdVolume, BEGDOC, and PRODBEGDOC.
Last Updated 8/08/2024