Master Date & Metadata Fields

This technical note will explain how you can work with the Master Date field in conjunction with other date fields available in Lexbe eDiscovery Platform. You can use the Master Date field to consolidate the dates for searching, filtering and eventually producing files. It can be very helpful in making document review consistent and efficient. 

How Dates are Imported to Your Case?

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 Serviceswhere 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 & SearchThey are column field types, and you can use the section 'Show Columns' to select which date fields you'd like to display in the main table.


2-Document Viewer>Disc tab>Metadata fields: They are text-box field types. 





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:

 Date Field   Description    Best Use 
 Doc Date >Emails: Our software will extract the ‘Date Sent’ value and automatically populate 'Doc Date' field by default.

>Native files: Our software will extract the ‘Date Created’ or 'Date Last Modified' value and automatically populate the 'Doc Date'  by default (if date last modified is not available).

  

  >In a Review Set, you can use this field to Create Download Briefcases or during pre-production of documents. Note. Email attachments will not be populated automatically with the 'Doc Date' field.

>Based on the Master Date, you can code the Doc Date using the same value. This can be accomplished using Excel spreadsheet.
       
 Master Date >Emails: It is the 'Date Sent'. This will date will also be propagated to all the attachments of their parent email. For example, if you have an email that was sent at 1/1/2001 at 1PM, then the email and any of its attachments will have the same Master Date (1/1/2001 at 1PM). 

>Native files: It is the 'Date Last Modified' or the 'Date Created' (if date last modified is not available). 
  >The attachments will reflect the same date of the email, which allows filtering together an email family without manual tagging.

>It also allows you to search, code, download and produce not only the email body but all its attachments together.  


       
 Date Sent >It is the ‘Date Sent’ from the emails, unless the original was in blank in which case ‘Date Received’ will be listed. (editable)

>This field will be left blank for native files (e.g. Word, Excel documents)

  >Sorting and filtering data.

>You can code the Doc Date based on the Date Sent to created Download Briefcases. This can be accomplished using Excel spreadsheet
       
 Date Received >Lexbe e-Discovery will extract and use the ‘Date Received’ from the emails to be displayed as a column, unless the original was in blank.

   >Sorting and filtering data.
       
 Date Created >It will show the date that is stored in the properties of the file, when it was first created.
   >Sorting and filtering data.
       
 Date Last  Modified >It shows the last time the file was modified or edited.
   >Sorting and filtering data.



How to Edit Date Fields (Coding In Excel)

Only Power and Account Admins users can modify the metadata fields (Master Date, Date Sent, Date Received, Date Created, Date Last Modified, From, To, Cc, Bcc and Subject) and tag multiple files (modify multiple columns simultaneously), by generating custom Excel spreadsheets that can be uploaded into a case in Lexbe eDiscovery Platform. MORE

We also created a help page that explains how to Batch Edit date fields in Lexbe eDiscovery Platform. This tool will prevent timeouts in large-scale document reviews with the Multi-Doc edit feature and help users code documents quickly and efficiently. MORE

Excel Spreadsheet Template:


After Uploading:


**Please note**: We recommend this feature only for users with advanced Excel users, familiar with using complex formulas and data management features for 'Quality Assurance & Control' during self-loading metadata. MORE

We also offer Project Management and Technical Services if engaged to support your massive tagging efforts by helping to execute specific document review. Please contact your sales rep or our Support Center if needed.


Users Rights & permissions

Only Account Administrator User(s) can give rights and permissions to other users to view or edit the  metadata fields. This will prevent specific users from changing security settings without asking permission, protecting the confidentiality of your client’s documents. 
If you do not see or are unable to edit the date fields and believe you should have permission, please contact the Admin User(s) of your account directly.

 User Types  Read-Only      Ability to Edit
Limited User    x  
Reviewer User  x  
Read-Only User  x
 
Standard User  x  
Standard User w. Doc Delete  x
Power User    x
Account Admin User    x



Help

We also offer Project Management and Technical Services if engaged to support your document review efforts by helping to execute specific requests for document identification and metadata upload. Please contact your sales representative or our Support Center if needed.