Document Viewer

The Document Viewer enables you to view documents stored in your case, often in a application specific rendered version (such as PDF) and as text, native (if available). Additionally, from the document viewer you can enter and edit coded data about the document and add and edit notes and facts. 

How to Show the Document Viewer

You can view a document by clicking on any link to the document in
Lexbe eDiscovery Platform, such as from the 'Search', 'Browse' or 'Facts & Issues' pages.

Document Viewer Page Layout 

Navigating Between Documents in the Document Viewer

When you open a document from the Browse, Search or Fact & Issues pages, a listing of up to 25 of the documents displayed in those pages will be carried over to the Document Viewer.

In the Document Viewer, you can navigate back/forward in whatever tag view you are in using the navigation arrows at the top of the page (e.g. '<Viewing 2 of 25:>').

Auto Advance & Propagate Coding  - How Do They Work? 

Once the file is opened from the Document Viewer, you can do the following options:
1- Use the 'Save' Button. Code the current file, and just click on the 'Save' button. Please note this command will only save the tags applied (e.g. 'Responsive', 'Confidential', etc.), without moving to the next document. 
2-Auto-Advance (check-box)If you want to move to the next documents automatically, then you need to select the 'Auto-Advance' check-box. This option lets you review, code and advance to the 24 subsequent documents in list. After 25 documents, close the current window and return to the Browse or Search pages. Advance a page at the bottom of the main table, and then click on the first document in the page to open the document viewer to proceed for the next 25, etc.

3-'Propagate Coding' (check-box). By selecting that option, all the coding you applied under the Disc tab>Coding section ('Responsive', 'Responsive', 'Non-Responsive', etc.,) will be copied from the current record (document) to all members of an email family, over-writing what was there before. MORE

NOTE. Please note that the 'Auto Advance' + 'Propagate Coding' check-boxes settings will only persist to the list of 25 documents carried over in the Document Viewer, AND will not apply the same coding to next document in line.

Acrobat Viewer

When viewing PDF documents,
Lexbe eDiscovery Platform makes use of the PDF file viewer installed on your computer and associated with the PDF file extension. To learn about the fully functional version of Adobe Acrobat Reader open our (Help Page-Doc (multi-page)).

Some of the functions mentioned above may also require that you sign with Adobe Reader and get a Paid Account, which is not part of
Lexbe eDiscovery Platform services.

Export To Briefcase

The 'Export to Briefcase' hyperlink allows you to copy a single file (the current document you have opened) onto a local computer or network in an zip file. To complete this function, click on the 'Export to Briefcase' button. 

For each export of documents you can enter the following information:
Title: Unique Name for your briefcases being downloaded and by default it will display 'Briefcase MM-DD-YYYY. 
Comments: Specific comments related to the download.
Name Files: You can name the files using the 'Doc Title', 'Bates Numbers' or 'Doc Dates'.
Custom Designation: You can enter full text messages usually up to 100 characters (e.g. Confidential Subject To Protective Order). For further help, please see section called 'Preventing Inadvertent Disclosure Of Confidential Information' under the Bates Stamp Help Page.
A check box 'Bates stamp PDF documents is present and if checked, the Bates numbering from the Lexbe database (see Docs tab in 'Document Viewer') will be applied to all pages of PDF document included in the download. Please note the following with this function:
>Adding Bates numbering to a large number of documents can take a long time or even time out. If this happens, you can break into smaller batches and download again.
>If a Bates number is already on the PDF image, then this function will write the Bates again (which may not be intended).
>You can separately download the native files including MSGs and container files from the Briefcase page, which is not intended for productions and does not have the same safeguards. You should carefully assure yourself that no privileged, work product or redacted documents are part of produced container files, if you elect to do this.
>This function is meant for a limited one document, and is not intended as a substitute for conduction a document production. See the document production module for that functionality. 

Showing and Hiding the Side Panel in the Document Viewer

You can show and hide the side panel in the document viewer at the top-right corner of the screen. This enables you to devote more screen space to a document, while easily getting back to the document, discovery, notes and facts tags when needed. When you open any document in the document viewer you initially see a panel on the right that includes tagged information about the document, discovery, notes and facts.

Detail of Features 

The Document Viewer is divided between a document view on the left and a coded data view on the right. The left view represents the document itself and the right tabs includes data that you have added to the database in Lexbe eDiscovery Platform to describe or categorize the document. These two views are further divided with tabs. The left document view can include up to five tabs, representing a 'Text View', a 'Page View' a 'Document View' and a 'Hits View' (available only when clicking from search results) and 'Original View'.

 A description of these features is explained in the following pages:

Hits View. Highlights the number of times a word appears on each indexed page of the document when opening the document viewer from search results. more
Original View. View document in native format (e.g., Word, Excel, etc.) using Microsoft Office or other native applications that you can open on a local computer. However, PDFs files and TIFFs collections (originals) can be displayed without installing additional software. more
Html View. View the extracted text version of the original documents without using applications outside Lexbe eDiscovery Platform. This view will not have any page brakes, OCR and is a not print-formatted version. Please also note that this feature is currently only available to new cases created after 09/16/2013 or old cased re-indexed. If you would like to take advantage of this new feature please contact us.
Page View. View paginated documents (multi-page PDFs and TIFFs one page at a time. This can be faster when viewing large documents, particularly if you do not need to review all pages. more
PDF View. View all the pages from the document in a PDF format. more
Text View. View the indexed text of a document. This includes OCR text from scanned documents and extracted text from native documents. more
Redacted View. Redact files within Lexbe eDiscovery Platform or Upload redacted version of PDF files. more
Annotated. You can annotate or highlight PDF images or files opened in the Document Viewer Annotation tab. more 

Coded Data Tabs on the right of the Document Viewer

The section on the right of the page is divided into four tabs: 'Doc' (abbreviation of document), 'Disc' (abbreviation of discovery), 'Notes' and 'Facts':

A description of the Coded Data Fields features is described in the following pages:

Doc(ument) Tab. View and edit document title, description, Bates number, Recent/Most view documents and other basic information about a document. more
Disc(overy) Tab. View and edit information typically edited in a document review, including date, sender/author, subject, and document type. From this tag you also access custom fields you have created. more
Notes Tab. Create, view and edit document specific text notes. more
Facts Tab. Create, view and edit facts related to a document, which will display in Lexbe eDiscovery Platform 'Facts and Issues' timeline module. more

Note that you can 'Hide' this panel to view the full documents.

Coding Documents from the Document Viewer

When coding a document we recommend the following steps:
>Don't use the function 'Multi-Doc Edit' from the Browse page at the same time
>Only click once for a function. Multiple clicks can slow or send conflicting instructions to the server.
Please remember that a document window does not update the Document Viewer window automatically or vice versa. So if you had several documents open in different windows, and then code a document, and then modified the open document windows, it could set data back to what it was (reading from the open document windows)

Document Types Supported

Lexbe eDiscovery Platform document viewer supports over 100 file types. These can include Adobe's PDF file format, native file types such as Word, Excel, PowerPoint and other Microsoft office file types. You can also view many JPEG, BMP, TIFF and other graphic file types.

Rotate Pages 'Upside Down'

All the documents on Lexbe eDiscovery Platform are read-only. The only way to permanently change the rotation of a document is to download it, change the rotation (through Acrobat Professional or some other PDF editing software) and then re-upload the document to case.

Uploading Excel Spreadsheets

In Lexbe eDiscovery Platform when you open an Excel Spreadsheet without installing additional software, the content will be displayed as simple text without formatting. For simple spreadsheet the formatting can be retained and is searchable but for more complex spreadsheet, formatting is lost and they are not readable. If you want to view the document in its original format, click on 'Download' from the side panel in the document viewer at the top-right corner of the screen. To retain formatting and display, spreadsheets should be converted to PDF before upload. This can be done with a number of inexpensive (or sometimes free) utilities and print drivers. Here is an example:
We also offer a paid service called Native to PDF+ for large volume conversions:

Page Navigation back/forward by Title

When you open a document in the Document Viewer>Doc Tab by clicking on any link to the document in Lexbe eDiscovery Platform, such as from the 'Search', 'Browse' or 'Facts & Issues' pages, you will be able to navigate in the Document Viewer to next/previous Doc Title. This function is located in the upper right corner of screen.

This allows you to pull a document up from search results and get to the adjoining documents by a Title, Date or Bates sort without needing to navigate back through 'Browse' page. For example, if you had a document open:
-Title: invoice 1 (Final Invoice for Billing)
- From the DocViewer you can navigate forward to:
Next doc from all docs in case by Title (e.g. Memo To File)

Downloading TIFF Files

Lexbe eDiscovery Platform also supports for downloading a TIFF document from the DocViewer (as zip file). Open a tiff document by clicking on any link to the document in Lexbe eDiscovery Platform, such as from the 'Search', 'Browse' or 'Facts & Issues' pages. When opening a tiff document, you are given the option of opening your document in 'document view' or 'page view'. Page view is much faster as only one page at a time is opened and you may only need to see a few pages. If you choose to open the PDF view of the document clicking on 'Doc-multi-page' the entire document will be downloaded. It may take a few minutes, depending on your document size and your Internet speed.

You can download a tiff document by clicking on the 'Download' button on the upper right of the document viewer, then your browser will prompt you to download the zip file to a location on your computer or LAN as directed by you. If given an option, select 'Save As' rather than 'Open'. Once you do this, you download will commence to your computer and you will see a browser-based download bar. Click 'OK' to complete download. Once you downloaded the file, your computer uses a program such as WinZip to expand the file back to its original size. Double-click on a Zip file and it will open in Explorer, just like a folder. Double-click on any file inside the compressed folder and you will be able to open and view the documents with Adobe Reader.

How To View Audio or Video Files Uploaded to Lexbe eDiscovery Platform

If you upload files such as WMV, WMA, MP3, AVI or MP4, to open and view them just click on the link 'Title'. Once the file is open from the Document Viewer page a new window will give you the option to open or save the file to your desktop. Depending on the size of the file you will see a message giving you the option to either click on the 'Switch to Page View' or 'Stay in Native View' button that a hot link will be displayed giving you the option to save or open the files locally.

Document View Troubleshooting

If you are having any trouble viewing documents, please refer to this troubleshooting page or contact customer support.

Printing Documents

If you want to print multiple documents, Lexbe eDiscovery has a few options.