Quality Control of Self Uploaded Native Documents in LEP

A quality control check is recommended after self upload of documents in to LEP. This will double check that all documents have been successfully uploaded and contain correct information. All QC should be done after processing of the upload is complete.


Ensuring All Documents Uploaded

Once your upload is completed:


  1. On the top navigation bar scroll over ‘Case’ and select ‘Add Case Documents’


  1. Click on the title of the batch you have just uploaded and would like to QC, this brings up the browse screen showing all docs uploaded in that batch.

  1. On the left side options menu under the ‘Filters’ section click ‘Select Filters.’

  1. In the pop up options menu check the box for ‘Exclude Attachments’ leave all other options unchanged and click apply.

  1. At the top of the page the ‘Total Documents’ counter will display the number of documents uploaded in this batch.

  1. Compare this number to the number of documents in the source for this upload batch. If the numbers match, all documents were uploaded.


How do I know how many docs were in my upload batch?


If the upload source was a:


.pst file

The number of emails in a given .pst can be provided by the creator of the .pst. If the creators are unwilling or unable to provide that information, there are programs that can count the number of .msg files within a .pst, such as the program ScanPST


Checking Documents for Accuracy of Information


  1. On the top navigation bar scroll over ‘Case’ and select ‘Add Case Documents’


  1. Click on the title of the batch you have just uploaded and would like to QC, this brings up the browse screen showing all docs uploaded in that batch.

  1. On the left side options menu under the ‘Filters’ section click ‘Select Filters.’

  1. In the pop up options menu check the box for ‘Exclude Attachments’ leave all other options unchanged and click apply.

  1. Click on the title of the first document in the batch to open it in the doc viewer.


  1. Within the doc viewer click on the ‘Original’ tab near the top left of the screen to download the native file. Next click the ‘PDF’ tab to bring up the .pdf version within the doc viewer.

  1. Open the native file in Outlook and compare to the .pdf in the doc viewer.


  1. Verify that the subject, to, from, cc, bcc, and body of the email are identical. Verify that any attachments shown in the native are present under ‘email family’ in the doc viewer. Verify that the time stamp on the .pdf and the native open in outlook is offset correctly (Outlook converts all times to local time. Example: if the batch was uploaded with a CST time offset and you open the native in the EST zone the time shown in Outlook would be one hour ahead of the time shown in the doc viewer).


  1. Repeat steps 6, 7, and 8 on a few random documents within the batch, and the final document in the batch.


  1. If all info matches the upload was a success.


Ensuring Search Index is Working


  1. On the top navigation bar scroll over ‘Case’ and select ‘Add Case Documents’


  1. Click on the title of the batch you have just uploaded and would like to QC, this brings up the browse screen showing all docs uploaded in that batch.

  1. Open a document in the batch.


  1. Copy a selection of text that is likely to be unique to that document.


  1. Navigate to the search page.


  1. Paste your text into the search bar and click search


  1. If the document the text was copied from appears in the search results the documents were indexed correctly.