Streamline your production sets with granular export options, encompassing naming conventions, annotations, export destinations, and the exclusion of confidential files, ensuring a seamless workflow.
Use DocReviewPad's step-by-step export to guide you through your next document production. With granular options, and familiar on/off switches, exporting is easy. Once you decide what documents or pages you want to include or exclude, you can confirm your export selection with the included report.
Documents or Pages?
When you select documents for export in DocReviewPad, you can choose to export documents as multi-page PDFs, or to export individual pages, which will result in one-page PDFs, which can easily be converted to TIFFs.
Selecting What to Export
If you have made Annotations or assigned Issue Codes, you can use them to choose what to export. Your export selection can be as simple as choosing to export every page you marked with a highlight during your review, or you can select one or more Issue Codes to export your documents and pages by topic.
Selecting What to Exclude
To prevent accidental disclosure, DocReviewPad automatically excludes any documents and pages to which you have applied Confidential or Privileged Tags. If you want to include Confidential or Privileged documents or pages, simply toggle the exclusion switch OFF, and continue with your export.
What to Include with Export
When you make an Annotation on a page of a document or add Bates Numbers in DocReviewPad, you can decide if you want those Annotations or Bates Numbers to appear on your exported document. Choosing to include Redactions will ensure that the Redaction is made permanent on the exported PDF. Including Bates Numbers ensures they are added to the searchable data in the exported PDF, so finding your page and place is easy with Search in TrialPad. DocReviewPad even includes a Summary Report option to ensure you know what was included in your production.
Choosing a Naming Convention
You can easily export your documents by the File Name used in DocReviewPad. Or, if you have applied Bates Numbers, you can name the documents by bates range upon export. Even better, you can choose both the file name and the bates range for the exported file name, and choose to whether the file name or bates range comes first.
Choosing a Destination for Export
You can choose to export your selected documents to TrialPad, where they will be organized into separate Key Docs folders for each Issue Code selected. You can also export to a USB or any cloud service using the Files App on your iPad.
Jim Nosich, Esq. a partner in the law firm of Nosich & Ganz says, "With DocReviewPad, I can assign and later review Issue Codes and Notes I attach to records and individual pages... and DocReviewPad reports summarize my entire document set, allowing me to pick up right where I left off if the case is continued for several months.”
Learn more about how Jim uses DocReviewPad: https://www.litsoftware.com/blog/featured_pro_jim_nosich
Want to Learn More?
DocReviewPad Export to TrialPad:
https://support.litsoftware.com/docreviewpad-export-to-trialpad
DocReviewPad best practices:
https://support.litsoftware.com/what-are-your-best-practices-recommendations-for-docreviewpad