Note: ask our team about the option to archive your project, which allows you to keep all existing work product (including saved searches and review sets) in cold storage for later retrieval. It's instant and easy!

Determine whether you require a full project export of all records, including those that are duplicative.

Scenario A: YES, I NEED ANY RECORDS, INCLUDING DUPLICATES:

Step 1: Click Into the project that needs to be exported from "My Projects"

Step 2: Click on Search

Step 3: Switch to the "No Dedupe" Deduplication View (the quickest way to navigate there is to first select the "pill" located below the filter carousel)

Step 4: Save the search

Scenario B: NO, I ONLY NEED UNIQUE INSTANCES OF EACH RECORD:

Step 1: Click Into the project that needs to be exported from "My Projects"

Step 2: Click on "Search"

Step 3: Toggle to the "Global Dedupe" Deduplication View (the quickest way to navigate there is to first select the "pill" located below the filter carousel)

Step 4: Save the search

⚠️ NOTE: Keep in mind to check for any culled documents to see if any documents need to be unculled and included in the export.

Prepare the Download

Once your search has been saved using either Scenario A or Scenario B, you are ready to run your download/export:

Step 1: From "Search" click on "Saved Searches"

Step 2: Click on "Download" for the saved search created

Step 3: Set the following parameters as shown below and click "Next"

Step 4: We recommend creating a new template that utilizes all available fields except for "Full Text", "Duplicate IDs", and "Duplicate Files." The load file format is up to your discretion, but we highly recommend DAT format (e.g. Concordance UTF-8).

Fields to especially keep in mind:

Logikcull Document Tags

NOTE: If you have more than 100 tags, we advise only having the "Logikcull Document Tags" field included.

Logikcull Document Notes

Logikcull Document Comments

Individual Tags

Imported Fields

"Doc Num From" Fields (for any previous downloads, if applicable)

Custom Fields (if applicable)

Box Fields (if applicable)


⚠️ ** ENSURE THAT YOU DO NOT HAVE THESE FIELDS IN YOUR LOAD FILE: ** ⚠️

  • "FULL TEXT"

  • "DUPLICATE IDs"

  • "DUPLICATE FILES

Step 5: Elect to include IMAGES, NATIVES, and/or TEXT FILES and click "Next":

IMAGES

Name: “doc number as file name” [REQUIRED]

Redactions: No, don't include

⚠️ NOTE: For the image format, if supplying to another party, we suggest you confirm with the requesting party the format of the images:

a) PDF multipage (color),

b) TIFF single page (back and white)

c) TIFF multipage (black and white)

Endorsements: Yes/No

Slipsheets: Yes/No

NATIVES

Name: “with doc number as file name”

TEXT FILES

Yes, include text files.

Step 6: In the final step, assign the following:

"Download/Volume Name"

"Starting Document/Bates Number"

⚠️ NOTE: When applying the document/bates number, we recommend the following notation that includes the name of the project and the starting "document/bates" number (i.e. Project Name: SALT_V_PEPPER):

i) SALT_V_PEPPER_ARCHIVE00000001

ii) SALT_V_PEPPER_PROD000000001

If your download/export exceeds 4 GB, you can also elect to split the download into smaller chunks, by selecting a "Download Size" option. Otherwise, select "Do Not Split"

⚠️ NOTE: If you'd like, you can also elect to save your specifications as a "Download Template", which can be additionally shared across projects for other project exports.

Click "Create Download."

Final Notes

After running the full project download, we additionally recommend preserving copies of any previous downloads/exports, just for safe measure.

For productions that are > 1 million documents, we typically recommend breaking the produced load file into two:

a) One load file produced through the download process that includes all of your needed metadata fields

b) A CSV report that includes work product:

1. Logikcull Document Notes
2. Logikcull Document Comments
3. Logikcull Document Tags
4. Individual Tags
5. "Doc Num From" (Full Project Volume Name)

We also recommend downloading a CSV of your saved searches, in the project you're exporting from, in case they need to be re-created. A screenshot walkthrough of how to do so can be found below:

To export redacted versions of documents:

Filter the document list for the tag "Has Redactions"

Save a search for the filtered list of redacted documents.

Create a Download from the saved search. In the load file, include Begin Doc and "Doc num from [previous archive export name]." This will allow you to cross-reference the redacted documents with the non-redacted version in the original export.

Select "Yes, include images in download," "with doc number as file name" and "Yes, include redactions on images" to export the redacted version of the document.

Select "No" for natives and text files.

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