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“Customize by Document Tag” allows you to specify the format in which specific documents are produced based on the tags applied to those documents. You can choose to include only a slip sheet for a specifically tagged files or choose to produce as an image, text, or native document through this option presented in Step 3 of our 4-Step Download Form (see guide here for more information on the 4-step download).

Why use a slip sheet?

A slip sheet is a 1-page placeholder image, which indicates to the receiving party that a document’s image was intentionally omitted and includes some information about why (i.e. ‘Produced natively’, ‘Unable to process’, etc).

How-to guide

If your download contains documents that have been tagged for customizing the inclusion of images, natives, or text:

  1. Click “+ Show Tag Options” at the bottom of Step 3 of the download process.

  2. Select the document Tag that identifies the set of documents you want to be handled in a particular custom fashion.

  3. Indicate which formats should be included for the documents with your selected Tag by either checking or unchecking the boxes listed under “Use Image”, “Include Native”, or “Include Text”.

    Note: Each document can include either a slip sheet OR an image of the file, but not both. The text on the slip sheet can also be modified. To do so, select “+ use

    new custom slip sheet” in the drop-down menu.

  4. To add multiple Tag customizations, select “Add Another”.

    Note: if a document has multiple tags, whichever rule is listed higher will receive priority, if they contradict.

  5. If a tag category needs to be prioritized, simply drag the desired tag category to the appropriate position. Items higher in the list receive higher priority.

Video Walkthrough:

Things to Note

  • The checkboxes for Image/Native/Text will be automatically populated based on the download-level settings selected higher on the page.

  • If a document contains more than one tag for which a rule has been applied, priority will be given in order of the list. For example, Document A is tagged as both Confidential and Responsive. There are tag-based rules for both tags. Document A will follow the settings of whichever tag-based slip sheet setting comes first in the list.

  • Each document in your download can include a version of the file OR a slip sheet, but not both.

  • If text files are enabled by default for the download, documents with "Include Text" unchecked will receive a corresponding, Bates numbered, text file containing the text "No Text Available".

  • The corresponding image, native and text versions of each document in your download will be placed in sub-folders in the download volume named "IMAGES", "NativeFiles", and "TEXT" respectively.

  • When including natives and text files, be sure to include "Native File Link" and "Text File Link" fields in your load file to facilitate loading back into Logikcull or another review platform.

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