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 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 'Show Columns' 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 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:
**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.
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.
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