Reveal Processing

Export Name – Supply each export a name by typing in the Export Name text box. The first folder of the export will have this name.

Type – Choose one of the six export types. For more information about these export types, please see above.

Template – Saved Export settings may be selected here. Otherwise, after choosing all Export Settings and clicking the Run Export button the last step when performing an Export is the Save As Template form. After entering a Template Name, all Export Settings chosen for this job will be saved for future exports. To recall this template for a future export, click the drop-down and choose the applicable template.

Deduplication – This setting dictates the duplicate handling that will be applied within the export. Choose between No Deduplication (default), Custodian Level, Project level, or a custom Dedupe Scope (defined below). To change the Deduplication handling choose one of the following settings from the drop-down menu:

Manage Export in Review - The Manage Exports in Review function tracks each Export Set and the identifying numbers of the files within the Export Sets (File ID). This is necessary, because a single document can be exported multiple times, each with a different exported File ID.

When an Export Set is moved to the right of the popup, the files within it are considered to be "In Review". If an overlay export is attempted, Processing checks to see if any TVFileIDs in the current export job exist within the "In Review" Export Sets. If so, it can then match the files' TVFileIDs with their appropriate exported File ID.

Export Natives – By default, all native files are exported within an export. To suppress native files from an export, click the drop-down and choose For No Documents, and native files will not be exported.

Export Images – By default, no images are exported within an Export. To export images, click the drop-down and choose one of the following options. If an image does not exist for a given file, an Image Placeholder will be used.

Fulltext Priority – A file can contain electronic extracted text and OCR text. By default, the OCR text will be exported out for a file first. If using the electronic extracted text instead of the OCR text is desired, choose Extracted Text.

Add Export to Review Population - Pushes all documents in the current export to "In Review" status, as described and managed under Manage Export in Review above.

Document Level – By default, families are never broken in exports. To export files without their family members, click the checkbox Document Level.

Enable Volume and Folder Options – To control the Export volume foldering, numbering convention, sizes, and maximum number of items per folder, click the checkbox Enable Volume and Folder Options, and the Volume and Folder Options tab will appear. To see more information on these settings, please see below.

Export Text Files Separately – This setting will export a separate text file named after the FILEID per native file containing the extracted text for the file from the FULLTEXT field. The text files and a load file will be placed at the root of the Export folder in a folder named TEXT. The load file will contain the FILEID and the path to the exported text file. Check to select this setting .

Placeholders for No Extracted Text – This setting will add the value <<NO EXTRACTED TEXT>> in the DAT file or the separate text file for the files where there was no extracted text. This is for all files that do not have the Index Status of Indexed.

Run Analytics Immediately - AI Sync will be run immediately, instead of the default 60 minute wait period. 

Incremental – This setting will add a generic number scheme throughout the life of an export for all files exported starting with the number 1. This setting will automatically pick up on the next available number for all future exports. For example, if the last number used in the first export was 00000391, the next import will automatically start with 00000392.

Custodian Prefix Incremental – This setting will add a numbering scheme throughout the life of a project for all custodian files contained within the scope starting with the number 1 concatenated with the Custodian Prefix assigned at Custodian creation time. For example, when creating the Custodian DOE, JOHN C. the Export Prefix used was JDOE-, so the first number used for a file exported from DOE, JOHN C.’s universe will be JDOE-00000001. This setting will automatically pick up on the next available number for all future exports. For example, if the last number used in the first export was JDOE-00000391, the next import will automatically start with JDOE-00000392.

Custom Incremental – This setting will add a numbering scheme to the specific export starting with the number prefix followed by the number entered at export time. Unlike the two previous numbering formats, this will not automatically continue from the previous export’s numbering.

BEGBATES – This setting will name the native files after the BEGBATES of the file. This setting is only available when exporting images out within the same export.

PST/OST Handling – This setting dictates the email handling for Outlook email items within PST/OST files. The options contained within this setting allow for the rendering of email into any of 6 different formats: MSG (Unicode), RTF, HTML, MHT, TXT or EML. The default setting is MHT, self-contained hypertext document. To change to a different format, for example to export MSG or EML native filetypes for review, choose the desired format from the drop-down menu.

NSF Handling – This setting dictates the email handling for Lotus Notes email items within NSF files, defining the export of the parent email to 4 different formats of Formatted Text, Item Level DXL, MHT or PDF. The default setting is MHT, self-contained hypertext document. To change to a different format, make a selection from the drop-down menu.

Short Message Handling - The default for handing Relativity^® Short Message Format (RSMF) information is to digest conversations by day in PDF format. In order to send this format to Reveal, you must select Conv. by Day as the Short Message Handling format. For more information see Processing Short Message Format.

The fields listed in the left-hand column are Available Fields. To add one or more of these fields to the sort order, select one or multiple fields and click the Add Fields button.

The fields listed in the right-hand column are the Selected Fields: these are the fields specifying the sort order of the export. To remove select the field(s) and click the Remove Fields button. This will move the unwanted fields back into the Add Fields section. The export will be sorted in the order the fields appear.

To change the order of the sorting field(s) select the field(s) and use the to move the field(s) up and down in the desired sort order.

Load File Type – There are two options for Load File Type:

Export Field Names as First Line – To export the field names as the first line field labels in the load file select this Export Field Names as First Line setting.

Text Encoding – The text encoding will encode the text within the resulting load file to the selected setting of either UTF-8 (Unicode) or ASCII. The default setting is UTF-8 (Unicode), which supports a much broader range of characters. To change this to ASCII click the drop-down and choose ASCII.

Date Format – There are 7 different formatting settings for all date fields contained in the load file. The default is yyyymmdd; Year-Month-Day is generally preferred for clean date sorting. To change this, click the drop-down and choose the desired format.

Time Format – There are 8 different formatting settings for all time fields contained in the load file. The default is h:mm:tt. To change this, click the drop-down and choose the desired format.

Boolean Format – There are 2 different formatting options for Boolean fields contained within the load file. The default is TRUE/FALSE. To change this click the drop-down and choose YES/NO.

Delimiters – This allows the customization of the delimiters to define fields and records within the load file. The default for Delimiters is Concordance Default.

Combine Fields – This combined field is a custom field that will be populated at export time with the first non-blank value for the selected fields.

Concatenate Fields – This combined field is a custom field that will be populated at export time by combining the values of the fields selected, set off with a specified delimiter.

Branding Font – To choose the font or font size, click on the default Arial and change the settings.

Branding Font Style – By default, all brands applied to images will be in bold font. To change this, click the Bold drop-down and select either Regular or Italic.

Bates Location – To brand the image’s bates number on the image click the drop-down and choose the branding location. The default of No Bates Stamp, but the recommended selection if stamping is Bottom Right.

Endorsement Location – To choose a location to brand the image’s endorsement, click the drop-down and choose the location.

Prefix -- You may specify a Custom prefix by typing the preferred alphanumeric text in the Custom space; it will appear in the Example below. Otherwise you may select the FileID or TVFileID field values as prefix with a specified delimiter.

Padding Length -- Set the length of the numbering with leading zeros; the default is 8.

Start Number -- A running export may require a number other than the default 1.

Example -- Displays the Prefix, Padding Length and Start Number as the combination will appear on an image brand.

Placeholder Scope – To choose a scope of documents to replace with a Placeholder, click into the selection box and choose one of the following two options from the table:

Family Behavior – By default, Placeholders are assigned on the Document Level. To apply the Placeholder to the entire family, click Document Level and choose Family Level.

Native Behavior –By default, native files will export for the Placeholder files. To disable this so that native files are not exported for the Placeholders, click Export Natives and choose Suppress Natives.

Text Behavior – By default, the FullText for the Placeholders will be exported if available. If no text is available for the file, the Generate Placeholders for No Extracted Text from the Export Settings tab will be used. To disable this so that a Text Placeholder is exported for all Placeholders with the Placeholder Text, click Export Fulltext and choose Export Placeholder Text. This will only export a text file for all Placeholder files with the verbiage provided in Placeholder Text.

Placeholder Text – This text will appear in the center of the image placeholder and will be the only text provided in the Text Placeholder, if the Text Behavior is set to the option Export Placeholder Text.

Type – This is the Type value chosen when creating the Placeholder, and can only be Imaging Status, File Type, Selective Set, or Privilege.

Name – This is the Name value chosen when creating the Placeholder, and can only be Document Without Images, Selected File Types, the name of the Selective Set, or Privilege Tag Group.

Export Natives – If checked, the Native Behavior for the Placeholder was set to Export Natives. If unchecked, the Native Behavior for the Placeholder was set to Suppress Natives.

Include Families – If checked, the Family Behavior for the Placeholder was set to Family Level. If unchecked, the Family Behavior for the Placeholder was set to Document Level.

Placeholder Text – The text of the image and text (if applicable) placeholder.

Placeholder Table Management – There are 3 different management options available for the Placeholder Table:

Prefix – The prefix is the first sequence of the numbering scheme. It will remain constant and appear on each Volume.

Padding Length – This controls the number of characters after the prefix. By default, this is set to 3 characters.

Start Number – The initial number applied to the first Volume in the export set.

Example – The example of how the labeling as configured will look on the first Volume in the export set.

Size Per Volume – This is the maximum amount of data that can go into a Volume. When a Volume reaches this maximum size, a new Volume is created, incrementing the Start Number by 1. The default Size Per Volume is 512000 MB or 500 GB.

Volume Per Custodian – If Selected, a new Volume will be created per the Custodians contained within the export set.

Add Fields – Currently there are a total of 3 fields to choose from for the Folder Options, which are detailed below. Each time a field is selected and added, a new folder will be created at export time underneath each Volume with that information, in the order in which the fields appear in the Selected Fields table. To add a field, select one or multiple fields from the left-hand Available Fields box and click the Add Fields button.

Remove Fields – The right-hand box contains the Selected Fields for folders that will be created within the Volume. These fields will be generated on export in the order they appear.

Padding Length – This controls the number of characters for the folders underneath the IMAGES/NATIVES/TEXT (depending on the scope of the export) folders. By default, this is set to 8 characters.

Start Number – The first number applied to the first folder for the IMAGES/NATIVES/TEXT (depending on what is in the export set). By default, this is set to 1.

Example – The example of how the labeling will look for the first folder underneath the IMAGES/NATIVES/TEXT (depending on what is in the scope of the export) folders.

Native/Text Files Per Folder – The number of native and text files that will be found in each folder underneath the NATIVES/TEXT folders (depending on what is in the export set). By default, this is set to 500 per folder.

Images Per Folder – The number of images that will be found in each folder underneath the IMAGES folder (depending on what is in the export set). By default, this is set to 1000 per folder.

Scoped Doc Count – This is the export’s expected native files count to be copied out to the Export Location. This count should match the Actual Count.

Export Engine – This notes the machine that processed the export.

Export Date – The date on which the export was run.

Create Field – Click the Create Field button to create a new field.

Add Metadata Field - Select an existing field to add.

Browse Field – Choose a field and click the Browse Field button to view the field’s contents in a table to validate the results of uploaded data to the field.

Load To Field – Choose a field and click the Load To Field button to launch the Load Data to Custom Field form. This form allows a user to upload or overlay a load file into the field.

Delete Field -- Select a field from the list and click Delete Field to remove it.