Overview: Export and Replicate

Review offers users the ability to export or replicate case data from Review. Administrators typically perform these actions.

Note: Specific privileges govern a user’s ability to perform these tasks. By default, administrative and Power User roles include these privileges. Check with your administrator if you have any questions about exporting or replicating case data.

Exporting

Exporting is the process of creating a file containing case field data and optionally tags, annotations, and other case details. Data can be exported to any of the following file types:

Export File

Description

.CSV

Export case field data to a comma-delimited text file.

.DAT

Export field data for selected documents to a delimited text file matching Concordance standards.

.DLF

Export data for selected documents to an Ipro Tech load file, including data for selected fields plus any of the following options:

Tags

For the documents being exported, include public document tags that have been applied.

Annotations

Include embedded text, sticky notes, highlights, and markups (lines) that have been applied to images.

Case Definition File (.CSE)

Create a file that defines the case (without data) for Case Management use. Includes details such as database field definitions, tag and redaction palette details, stop words, and case options.

.LFP

Export data for selected documents to an Ipro Tech load file, including data for all fields plus any of the following options:

Tags

Include tag details as described for .DLF files.

Annotations

Include embedded text and sticky notes that have been added to images.

OCR

Include content of Extracted Text field.

Native File Links

Include file and path details for native files.

Replicating

Replication is a process that creates a local, stand-alone instance of Review data and files. This can be helpful if you need to review case documents when no network access exists (such as when traveling).

Only the user who originally replicates a case will be able to access the case locally.

Case details that can be replicated include:

  •  Basic:

    •  Field data

    • Image, extracted text, and native files

    • Redactions annotations, tags, etc.

    • Work-related items (folders, journals, etc.)

  • Optional:

    •  Instructions

    •  Non-discovery documents

    •  Production documents

Limitations

The following Review functions are not available in published cases:

  • TIFF-on-the-Fly

  • Scanning

  • Merge/Split Documents

  • View History

  • Import Transcripts

NOTE: You can save searches and create folders for organizing searches in your replicated case, or create Private or Smart Folders, but these items are for use only in the replicated case. They will not be uploaded to the full Review case.

 

Related Topics

Export Case Data

Work in a Replicated (Mobile) Case

Replicate a Case