Lexiti Document Review

Lexiti Document Review - The basics

To begin, upload some files. You can upload and unpack large data sets such as. PST, MSG, EML or ZIP files. Click Upload Documents.
Click Add Files to add individual files or click Add Folders to add entire folders to your workspace. You can also drag and drop your files in the upload modal.
Select the file(s) or folder(s) you would like to upload and click Open.
The system will display the list of files to be uploaded. You can add or remove files as needed. Click Upload when you are ready.
A progress bar will be displayed to indicate the progress of your upload.
Click the Close button to close the upload modal once the upload is complete.
If you uploaded a ZIP or PST file, click Unpack once the upload has finished.
The system will unpack your PST file. Its progress will be indicated by the processing doughnut, status and percentage. Hover your mouse over the processing doughnut to view its status. When your PST file has finished unpacking, please refresh the page.
Once your files have been unpacked and fully processed, you can safely remove the PST file from your workspace. This may take a moment, so please make sure no processing doughnuts are present on your PST file before removing it. Tick the box next to your PST file and click the rubbish bin icon to remove it.
Click Manage Workspace.
Next, click Duplicate Docs.
Click Mark all as Exact Duplicates to mark all identical documents.
You will be redirected back to the documents area while the system marks all exact duplicate documents in the workspace.
The titles of all exact duplicates will be struck through or hidden, depending on your duplicate document setting preferences.
Return to the manage duplicates screen to view your duplicate document statistics.
Click the magnifying glass icon to open search.
Enter your query into the Document Search Wizard text field below. Add additional search conditions by clicking Add another condition.
Next, click Search.
The system will search your workspace and find documents matching your search parameters. Search Statistics and Match Breakdown are displayed on the panel to the right. You can view a document by clicking the document titles in your Search Results.
Next, click Label all matches on the Actions menu to the right.
Click Create new.
Enter the name, select the appropriate label type. Then, click Create and Apply.
Click Apply.
In the Documents Area, click Labels on the folder tree, then click the corresponding folder to view all the files you have just tagged.
Click Manage Workspace, then click Labels & Metadata.
On the classification setup screen, you can add a new field or edit an existing field. Click Add a New Field.
Enter a Field Name.
Next, select a Field Type. The fields you create will appear on the panel to the left of your document in the Document View.
- Yes/No - Creates a Yes/No tag, allowing you to mark the document with either Yes or No.
- Tag - This will create a simple tag.
- Text - Creates a text field on the left panel in the Document View.
- Date - Creates a date field on the left panel in the Document View.
- Date and time - Creates a date and time field on the left panel in the Document View.
- Number - Creates a number field on the left panel in the Document View.
- Rating - Allows you to rate your document.
Tick Show this field in the coding panel?.
Click Create to create your custom field.
Follow the process outlined above to create more fields.
Click Document Library to return to the Documents area.
Click Review 1 in your labels folder.
Click on the first document to start the classification process.
Notice, your new coding fields are now present on the panel to the left.
Classify and add the appropriate labels and metadata to this document and click Next. Review each document and add the appropriate metadata to your document fields.
Right-click a folder containing the files you would like to export. Select Export and then Export for Production.
Next, add some column headers to your production. The column headers you select will determine what data is shown in your production. You can remove columns by clicking the trash bin icon beside the column name. You can add more columns by clicking Add another column.
You can rename the column in your production by entering a value in the field below. If you leave an entry blank, the default column name will be used.
In which format would you like to export the documents? Select which format you would like to export your files. Emails, spreadsheets and other workspace documents have five export options. Encrypted documents can only be exported as native. It is advisable to select a document format with a fallback option. If there is no fallback option, some of your documents may not end up in your production export.
- Native if possible, with fallback to PDF - The system will export your file in its original format, or the format in which it was uploaded. If the system cannot export your file in its original format, it will be exported as a PDF.
- PDF if possible, with fallback to native - The system will export your files as PDF documents. If the system cannot export your file as a PDF, it will be exported in its original format.
- Native and PDF, if possible - When applicable, the system will export both the native file and a PDF version of your workspace files.
- PDF only - The system will export your files as PDF documents.
- Native only - The system will export your file in its original format (the format in which it was uploaded). This is only available for encrypted documents.
Export Options Tick Apply redactions to apply any redactions you or your team have made to your documents.
If needed, you can exclude documents with specific labels from the export and choose whether to include them in the index.
Lastly, click Export Index and Documents.
The system will build your report. When it is finished, tick Download the report to download a copy to your computer, or Save the report into the workspace and select which folder you would like a copy to be saved. Next, click Download Report.
Voila! Here is your production. Click on the .CSV file to view your column headers and corresponding data.
export.csv File Your production will also include audio files, videos, corrupt files and any unsearchable documents here.
Lastly, here is a set of your documents as either native or PDF files. The document file formats present here will depend on the export settings you selected above.

Notes

Any type of file can be uploaded and downloaded, subject to permissions and malware checks. The built-in document viewer can handle PDF, DOCX, DOC, XLSX, XLS, CSV, PPTX, PPT, MSG, EML, HTML, TIFF, JPEG, PNG, and DCM (medical images). Additionally, PST and ZIP archives can be uploaded and unpacked within workspaces.
Please note that you cannot add new files to upload or cancel the upload while it is in progress. You can minimise the upload modal while the upload is in progress.
The system will continue to process the contents of your files.
A Workspace Manager can prompt the system to automatically identify and mark duplicate documents. These duplicate document titles will be struck through.
Exact duplicates are documents that share the same MD5 checksum. It is possible for two documents to have the same text, but have a different MD5 checksum.
You can use the Search Wizard to search for documents by keywords in your workspace. You can build a search string and add more search conditions depending on how specific you would like your results to be.
Click here to view a list of the search conditions available to you.
Next, we'll begin the document review! We'll open and classify the set of documents we tagged Review 1.
Once you have finished your document review, you can produce a production to send to the other side.
If you select PDF only, documents (eg., mpv, video, password protected, etc) that could not be exported as PDF will not be included.
Documents which include redactions will always be exported as a PDF.

Lexiti Document Review - The basics

Learn the basics of Document Review, including how to upload and process documents, identify duplicates, search and label files, create metadata fields, review and classify documents, and export productions.