Sanction II

You can export documents from Lexbe eDiscovery Suite Platform and import them into Sanction II litigation presentation software from Verdict Systems.

Overview

To move documents from
Lexbe eDiscovery Suite Platform to Sanction II, complete the following steps (detailed below):
>Identify Documents to Export in Lexbe
>Export to Lexbe Briefcase and Unzip
>Open the 'Import New Items' window in Sanction
>Drag and drop files into Sanction


Identify Documents for Export

In
Lexbe eDiscovery Suite Platform you will need to identify the documents you wish to export. There are a number of ways to do this. One way is to mark the documents you wish to export as 'key documents' in the Document tab of the Document Viewer and then filter on 'Key Documents' in the Browse view.

A second way to do this is to use a Custom Doc Fields for this purpose. Rename an unused custom tag as 'Export to Sanction' (Management>Manage Custom Doc Fields). Then tag all appropriate documents in the Doc tab of the Document Viewer. Then filter on the new 'Export to Sanction' field in the Browse View.

In either case you might wish for the file name to be descriptive of the document in some fashion. This is because the file name will be imported into Sanction and used to identify the document in that program.

Export to Lexbe Briefcase

The next step is to export the filtered documents to your local computer. Export files for Trial Director. You can do this by clicking on the 'Export' panel on the left of the page and then clicking on 'Export to Briefcase.' You will then see a prompt on where to save a Zip file that has been created with a name something like: Briefcase-c5086683-f60f-489d-8dfe-32a4a93fef10.zip. You should save this to a location on your local computer, such as your desktop. Then you should unzip the files in the briefcase and delete the one named File Index.xls (this file is created by Lexbe with links to versions of documents in Lexbe and on your local drive; it is not needed in Sanction).

If you have created timelines in Lexbe you may wish to also bring these into Sanction. To export Lexbe timelines, go to the timeline module (Analysis>Facts and Issues). Select the issue you wish to export and then 'Export to Word' or 'Export to Excel' from the button on the lower left, and save to the Briefcase folder that you used for your documents.


Import into Sanction

Next you should open your case in Sanction II.  Then open the following dialog:(Import>Add by Browsing>Directory Tree).  An import window will then open.  From here you can select (with your mouse) the documents in the briefcase to import into Sanction. 
When done, the documents will all be imported into Sanction. You will find all documents under the 'Documents' tab. For PDF files, images of each page in each document will be present in the list view.



Please feel free to contact Lexbe Customer Support if you need more help.

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