This technical note will provide step-by-step instructions of how to batch edit a set of date fields in Lexbe eDiscovery Platform. Date Fields Available in Lexbe eDiscovery Platform Most of the date field types and some email metadata are automatically extracted during the self-upload in Lexbe eDiscovery Platform or one of our Lexbe eDiscovery Services, where possible as part of processing.
Viewing Date Fields in Lexbe eDiscovery Platform
Our platform let you choose whether or not you want to view the date fields from the following pages:
1- Browse & Search. They are column field types, and you can use the section 'Fields>Show Fields' to select which date fields you'd like to display in the main table.
Types of Date Fields Available in Lexbe eDiscovery Platform There are six date fields available as Built-in fields in Lexbe eDiscovery Platform as follows:
How to Batch-Edit Date Fields •Big Cases: In order to prevent timeouts in large-scale document reviews and help you code documents quickly and efficiently, you can use an Excel spreadsheet to apply massive tagging to the metadata fields. Please follow the steps below to learn how to use this feature: 1-Coding in Excel & Upload Metadata: Power and Account Admin users can use Excel spreadsheets to edit most fields in Lexbe eDiscovery Platform, restore email families in an Excel spreadsheet, upload that spreadsheet to the applicable case, and have the metadata fields in Lexbe be automatically updated. You will create a custom Excel spreadsheet with the extension file name '.lexbemultidocupdate.xlsx'. (e.g. Lexbe.lexbemultidocupdate.xlsx).Once you are granted 'Power Upload' privileges, you will upload the Excel spreadsheet with the new metadata from the Case> Add Case Documents, just like you upload other documents in Lexbe eDiscovery Platform: •Small Cases: This second option allows you to create a custom date field (text) and code multiple documents using the Multi-Doc Edit feature. This tool is very helpful when you want to code multiple documents with the same dates (e.g. email families). Here are the steps you need to follow: 1- In the Management>Manage Custom Doc Fields page, first set up one section to contain and organize your date fields, by clicking on the 'Add Coding Section' hyperlink. Examples of section names could be ‘Editable Master Date'. You add a section by clicking on ‘Add Case Section’ and entering the section name. 2-Coding fields are added in a similar fashion. Please click on ‘Add Coding Field’ and create a text box and use the 'MM/DD/YY' format to sort dates correctly (e.g. Format String). 3-From the Browse and Search pages, you can use Multi-Doc Edit to select multiple documents and manually enter a date (e.g. 1/1/1980 8:00:00): In the example below, we manually entered the same dates from the 'Master Date' to the custom field 'Editable Master Date', using the 'Edit tab'. This tab allows you to code, edit the Built-in fields and Custom Doc Fields (multiple files and one field one at a time). Please note that your custom fields are also editable from the Document Viewer page>Disc Tab (one document at a time). Need Help |