Concordance® Concordance® Native Viewer

Transcription

Concordance
Concordance Native Viewer
®
®
Transforming discovery as you know it
into discovery as you want it.
Getting
Started
TABLE OF CONTENTS
Features . . . . . . . . . . . . . . . . . . . . . . 3
o
Concordance . . . . . . . . . . . . . . . . . 3
o
Concordance® Native Viewer . . . . . . . . . 3
®
Getting Started: Installation . . . . . . . . 4
o Downloading Sample Databases . . . . . . . 4
Walk-through: Document Viewing . . . . . 5
o Document Navigation . . . . . . . . . . . . . 7
Walk-through: E-Discovery . . . . . . . . 21
o
Adding-Documents . . . . . . . . . . . . . . 21
Walk-through: Printing . . . . . . . . . . . 22
o
Printing Documents . . . . . . . . . . . . .
22
walk-through:
concordance native viewer . . . . . . . . 23
o
Installation of Concordance Native Viewer . 23
o Goto . . . . . . . . . . . . . . . . . . . . . . 7
o Importing Native Files for Concordance Native Viewer . . . . . . . . . . . . . . . . . . . . 23
o Table Layout . . . . . . . . . . . . . . . . . . 8
o
Navigating Concordance Native Viewer . . . 24
o Tally . . . . . . . . . . . . . . . . . . . . . . . 9
o
Reviewing Documents and Images . . . . . 25
Walk-through: Searching . . . . . . . . .
10
o Quick Search . . . . . . . . . . . . . . . . . 11
o
Search Limiters . . . . . . . . . . . . . . .
Walk-through: Native File Production
o
28
Producing Native Files . . . . . . . . . . . . 28
11
o Combining Searches . . . . . . . . . . . . . 12
conclusion . . . . . . . . . . . . . . . . . . . 29
o Form Search . . . . . . . . . . . . . . . . . 12
Walk-through:
Case Organization . . . . . . . . . . . . . .
14
o Use Tags to Mark Documents . . . . . . . . 15
o Folders and Personal Folders . . . . . . . . 16
o Tag List Management . . . . . . . . . . . . 18
o Tag History . . . . . . . . . . . . . . . . . . 19
o Tag Statistics . . . . . . . . . . . . . . . . . 19
o CaseMap® Integration . . . . . . . . . . . . 20
http://lexisnexis.com
Concordance® and Concordance® Native Viewer
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Getting Started Guide
Features
Successful legal teams know that winning doesn’t happen by accident. It takes the right skills, the
right information, and the right tools. Now you can strengthen your case by using the latest and very
best in discovery management technology: Concordance® discovery management software and
Concordance® Native Viewer.
Use Concordance to:
• Identify Key Documents for Trial
• Prepare Witness Kits
• Organize Document Responses
• Print Chronology Reports
• Generate Deposition Digests
• Manage E-mail and Electronic Documents
• Maximize Scanned OCR Text With Innovative Synonym Builder
• Conduct LexisNexis® Research, Instantly
• Search Multiple Databases at the Same Time
• Access Data Remotely Using Concordance® FYI™
• Share Data with Other Best-of-Breed Products
Use Concordance Native Viewer to:
• Display Images in Perfect Sync with Concordance
• Quickly Organize Documents for Production
• Burn Redactions Onto Production Sets
• Easily Create and Edit Annotations
• Protect Original Native File Integrity
• Conduct High-Volume Batch Printing
• Access Native Files from Anywhere in the World with Concordance FYI
• Share Images with Leading Trial Presentation Software
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Getting Started: Installation
Thank you for trying the award-winning Concordance® discovery management software and Concordance® Native Viewer. We’ve designed these applications from the ground up to deliver superior litigation
support.
There’s simply no more cost-effective, time-efficient way to manage the high volume of documents—
depositions, transcripts, e-mail and other e-discovery—generated during litigation. Concordance makes
it easy to identify, organize and analyze case-critical information. Then collaborate and share—across a
firm or around the world.
This Getting Started Guide will help get you up to speed on Concordance basics in no time. It’s not often
you find so much power in such an easy-to-use program.
Downloading sample databases
You may already have the “Cowco” sample database, which came with your Concordance software. To
download the Sample E-Documents Data files discussed in this Guide, go to the Concordance Answer
Center.
To successfully download and extract the samples, you also will need WinRAR® by RARLAB.
Ready to begin
Let’s get started using Concordance. Double-click your icon, or select Concordance from your Start
menu to begin.
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Walk-through: Document Viewing
Here is the main Concordance review screen, which will greet you upon opening the software.
Concordance discovery management software boasts a completely revised, highly intuitive interface for
easier navigation and improved case organization.
From the File menu, locate and open the Cowco.dcb file (C:\ProgramData\LexisNexis\Concordance 10\
Database\Cowco.dcb). When you first open the Cowco sample database you will be in Browse view and
looking at document number 1 in our sample document set.
Browse View—The Main Concordance Window
The large toolbar at the top of the screen is the Standard Toolbar in Concordance. These tools make
it easy to navigate through your database. You can change how you view your documents. To sample
the different views that are available, try clicking the buttons shown on the following page in different
combinations. Click two of the buttons to see the views displayed together.
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rowse view—Allows you to read
B
a document.
Review view—Displays document
search statistics.
dit view—Allows you to update
E
the contents of a record.
Table view—Displays an overview
of your document collection for the
current search.
1. One of the most popular ways to review documents in Concordance software is
to have both the Browse view and the Table view open at the same time. Click
the Table button to display the Table view below the Browse view, as shown in
the following figure. The Browse view shows document detail, while the Table view
allows you to see multiple documents in ranges, quickly and easily. The default
display for split views is the top and bottom display as shown in the illustration. The
first view button (Browse
view or Table View) you
click, displays that view on
top (e.g., Browse View on
top as in the illustration).
2. You can also display the
views side-by-side. From
the View menu, click Split
screen, and then click LeftRight. The first view button
you click displays that view
on the left. When in Browse
view and Table view, you
can adjust the window width
by dragging the divider left
or right to suit your needs.
Split Screen—Browse View AT TOP,
Table View AT BOTTOM
Tip: Hiding Empty Fields
In Browse view, click Tools -> Empties to toggle,
showing and hiding fields that contain no data.
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Document Navigation
The four navigation buttons on the Dynamic toolbar at the bottom left of the window (see image on
previous page) let you move through the documents in the database with ease.
First document
Previous document
Next document
Last document
Take a moment to use the Previous document and Next document buttons to step through your
records. You’ll notice that the Status bar at the bottom of the window keeps track of which document
you are viewing.
Goto
The Goto button in Concordance software allows you to jump to any
document simply by typing the record number you’d like to view. Any
document in the database is just a click away.
On the Dynamic toolbar, click the Goto button
next to the
navigation arrows. Type the document number you’d like to go to, and
click OK.
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Table Layout
By default the layout of the Table view
includes all the fields found in the Browse
view. Let’s take a moment to customize
the layout of the Table view. Concordance
software makes it easy to select which
fields you see and in which order. Simply
right-click anywhere in the table, choose
Layout, and then Table Layout.
A dialog box will open and look like this:
To remove a field, go to the Layouts pane
and:
• Right-click the field name and
select Delete.
—OR—
•
Double-click the field.
This will remove the field from your table, but
will list it as available so you can easily add it
back at a later time. To add the field to the
layout, double-click the field in the Available
fields pane.
•
For the purpose of this
tutorial, remove all fields
except BEGNO, ENDNO,
DOCDATE and DOCTYPE.
When you’re done, click OK.
You can create additional table
layouts by clicking New on the
Table Layout dialog box. These
new views will also be available
for other reviewers that have
access to use the database.
To streamline review, the Table
view is dynamic. You can sort
the database by any field in your
table by clicking the header of
that column. Give it a try!
New Table View
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Tally
Another feature in Table view is Tally. Popular uses for Tally include counting unique document types and
determining the frequency of a particular name in an Author field.
Right-click an item in the DOCDATE column and then select
Tally DOCDATE from the menu.
This will open the Tally task pane, showing you all document dates, each with its own frequency count.
You can sort the columns by item or by count. To activate these results, simply double-click a specific
date within Tally. That date becomes the current query in the Browse and Table view. This gives you a
fast and effective way to better understand and organize the entire document collection (e.g., the type
of documents that were written on a particular date). The Tally feature also allows you to print your tally
results or save them to a text file.
Tally Task Pane with DOCDATE Results
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Walk-through: Searching
With Concordance discovery management software, we have added a new way to search—so advanced
it’s actually simple. We call it Simple Search. With Simple Search you do not need to know “Boolean
Logic” for fast and effective
document searching.
Let’s give it a try. Click the
Search tab on the left-hand
navigation pane to open the
Search task pane. Each box in
the Simple Search task pane
does just what it says. For
instance, say you want to find
all of the documents that
mention both “Milking” and
“Cow.” Type Milking Cow in
the box “with all of the words.”
You decide the documents
should also have either “Grazing”
or “Grain” in them. Type Grazing
Grain in the box “with at least
one of the words.”
The Simple Search Task Pane
Last but not least, you know
that you don’t want any of the
documents that refer to the
“Tiger” milk group of companies,
so you simply enter the word
Tiger in the “without the words” box.
Click Search.
You should have one document that matches your search item. That’s a complicated search made
simple!
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Quick Search
Another easy-to-use search option is Quick Search, using the field located just below the Standard
toolbar. Quick Search lets you type your searches while you browse your documents and have other
activity panes, besides search, open. Type “milk” and then click Search or hit Enter on your keyboard.
Take a moment to review the “milk” search results. You now have all the skills needed to view and
navigate your results.
Click the down-arrow at the right of Quick Search (A) to see a list of your recent searches. Select a
search number to perform that search again.
Tip: Hit Highlighting
Each word that you included in your search is colored RED in the Browse window.
You can use the Previous Hit
and Next Hit
move backward and forward through the search “hits.”
buttons in the bottom toolbar to quickly
It doesn’t matter whether the hits are located on the same document, or separated by 1,000
documents. Concordance instantly locates the next or previous hit.
Search Limiters
If you’re looking for absolute precision,
Concordance software allows you to
search for any word in any field you want.
1.Click within Quick Search, and then,
type “bankruptcy.title.”.
The periods are called Field Limiters.
By using the periods or dots, you’re
telling Concordance to search only
within the field(s) specified between
the two dots.
2.Press Enter.
This search retrieved only one
document. That’s because this is the
only document in the database with
the word “bankruptcy” in the TITLE field. http://lexisnexis.com
Field-Limited Search Results in Browse
View
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Combining Searches
As we mentioned, you don’t need to be experienced at Boolean searching to find your documents.
However, Concordance software supports the use of Boolean logic—combining terms such as AND,
OR, NOT or the exclusive OR, XOR. In the Quick Search bar, try the search “cowco and bankruptcy” to
find those documents that contain both words. Then, try the search “cowco or bankruptcy” to find those
documents that contain either word.
You can also combine searches that you’ve limited by field, as in the “bankruptcy.title.” search we tried
earlier. Try the search “memorandum.doctype. and cowco.doctitle.” This will find only those documents
that are memos and have the word “Cowco” in the title. And this is only a small sample of the searching
capability available in Concordance software right from the Quick Search bar.
Tip:
With Field Limiters, you can specify multiple fields between the dots
by using a comma between each field.
For example, if you’re searching for “Smith” in the TO and CC fields, type:
“SMITH*.AUTHOR,RECIPIENT.”
Form Search
As easy as the Simple Search is, and as convenient as the Quick Search is, there’s yet another way
to search in Concordance. It’s called Form Search or Query by Example, and it allows you to build
searches with an easy-to-use form.
1.Click the Search button to open the
Search task pane, and then click the
Form Search panel.
The Query by Example dialog box displays
and allows you to select from
comprehensive
drop-down lists. This will help you
determine the right search.
Think of the Query by Example dialog
box as a helpful tool for beginners; even
advanced Concordance users appreciate
its intuitive
menu interface.
Query BY EXAMPLE DIALOG BOX
The Query by Example dialog box
prompts you to enter what you’re
looking for, where you want to look for it, and how to connect that search term with other examples.
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When you begin your searches, you’ll want to search all the full-text fields to find your words by typing
within the Look for box on the right. The default settings take care of most basic searches—you don’t
need to click the Where to look or How to look lists to get started.
2.To start using Form Search, type “Cowco” in the first “Look for” box.
3.Click the down arrow in the Connector box. Select or instead of the default, adj (which stands for
adjacent).
4.In the second “Look for” box, type “Goniff”, one of your main players in the case.
5.To see your results in Table view, click the Search then Table button. To see your results in Browse
view, click the Search, then Browse button.
Table View Search Results
Browse View Search Results
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Walk-through: Case Organization
Concordance software allows you to easily organize and categorize your case documents with Tagging.
Think of Tagging as a dynamically searchable filing cabinet: use Tags for quick reference, marking exhibit
numbers or streamlining collaboration with other team members. Tags are versatile and easy to use. You
can create as many Tags as you need and apply them to any document. In addition, the Tags are
searchable and can be produced instantly.
Click the Tags tab to open the Tags task pane.
The Tags Task Pane IN Browse View
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Use Tags to mark documents for:
• Hot documents
• Exhibit numbers
• Document requests
• Date reviewed
• Confidential
• Witness lists
• For review
• Whatever else you want
For just about any reason you could imagine needing to flag a document by hand, you can Tag it
in Concordance.
The Milk database already has two Tags: bundle 1,
and bundle 2. To create your own Tag:
1.Right-click within the Tags panel, and then click
New -> Tag.
2.Type a Tag called “Attorney Client Privilege”, and then press Enter.
You just tagged this document—that’s all there is to it. Now take a moment to move through the
database organizing your documents with Tags.
You can even select multiple records while in Table view and drag and drop the records to any tagged
document group. Just hold down SHIFT or CTRL, click the desired records and then drag them to
whatever Tag you wish.
Tip:
Once you’ve highlighted records in Table view, you can
right-click and send them to Microsoft® Excel® for easy
data sharing.
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Folders and Personal Folders
Concordance software includes the ability to create multiple levels of folders and Tags to simplify
document reviews and increase collaboration with colleagues.
For example, you can use Concordance to assign different
team members to review specific document subsets. You can
also create private folders to which only you have access. To
create your own folders or sub-folders and mark them public or
private, follow these simple steps:
1.
Right-click within the Tags panel, and then click New ->
Folder. Type the folder name “Status” and then press Enter.
2. Add new Tags under the Status folder: right-click the folder
name, and then click New -> Tag. Type a Tag called
“Proprietary” and then press Enter. Continue to add Tags
under the Status folder, and name them as shown in the
Tags panel.
Note: When creating s tag, the document that is displayed
in Browse View, or selected in Table View will be
automatically tagged.
Tags Panel with Folders
and Sub-folders
3. To add a sub-folder under the Status folder: right-click the
folder name, and then click New -> Folder. Type a folder name called “Sub-Status” and then press
Enter. You should now see the sub-folder in the Tags panel.
4. Add a Tag within the Sub-Status sub-folder: right-click the
sub-folder name, and then click New -> Tag. Type a Tag name and then press Enter.
Note: The sub-folder must contain a Tag, or the sub-folder will
disappear when you close the database.
5. Add a personal folder: right-click within the Tags panel, and
then click New -> Personal folder.
6. T
ype a folder name called “Miscellaneous” and then press
Enter. Note that this folder is only visible to you—no one else
in your network has access to it. Sub-folders created under this
folder are also only visible to you.
Note: Both the Personal and Public folders must contain a Tag
or the folder(s) will disappear when you close the database.
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7. Add a Tag within the Miscellaneous personal folder: rightclick the personal folder name, and then click New -> Tag.
Type a folder name called “Archive” and then press Enter.
Note: Both the Personal and Public folders must contain
a Tag or the folder(s) will disappear when you close the
database.
Tags Panel with Folders
and Sub-folders
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8. Finally, organize the tags: In the Tags task pane, do any
of the following:
• To move a single tag from one folder to another folder,
select the Proprietary tag and drag it to the Status
folder.
• To move multiple tags, press CTRL, click the Bundle1
and Bundle2 tags, and then drag the tags to the SubStatus folder.
You should now see these folders, sub-folders and Tags as
they appear here. When moving tags, remember that a folder
must contain at least one tag, or the folder will be removed
automatically.
Organizing folders is just as easy. Simply select the folder and
drag it into another folder.
Tip:
You can use the Tag/Issue Management dialog box to Tag
records with multiple Tags at one time by using SHIFT+click
or CTRL+click. Other features include querying on records
marked for deletion, and records edited since the last time
the database was re-indexed.
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Tag History
With the new organizational tools in Concordance software, you
now have access to helpful statistics on tagged documents that
provide for improved case management. Take a moment to become
familiar with these useful tools:
1. Open the Tag history panel by clicking the
icon at the top
right of the panel. The Tag history panel displays showing Tags
added and removed by user and date.
2. Close the Tag history panel by clicking the
right of the panel.
icon at the top
Tag Statistics
1. Open the Tag statistics panel by clicking the
icon
at the top right of the panel. The Tag statistics panel
displays showing Tag statistics by Tags and by Users.
2. Close the Tag statistics panel by clicking the
icon
at the top right of the panel.
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CaseMap Integration
®
Integration of Concordance with LexisNexis® CaseMap® fact and issue management software allows you
to move case facts, key players and more seamlessly between the two products. CaseMap software
makes it easy to organize, evaluate and explore the facts, cast of characters and issues in a case.
To see how easy it is, just highlight a section of text from the Browse view, right-click it, and then select
Send to -> CaseMap. You will need CaseMap to be open to receive the data.
Note: Concordance Native Viewer version 1.02 or later is compatible with CaseMap version 10 or higher.
If you have an earlier version of Concordance Native Viewer and install CaseMap 10 or higher, you must
install Concordance Native Viewer version 1.02 or later to be compatible.
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Walk-through: E-Discovery
Concordance software includes an enhanced e-discovery import wizard to help you reduce the time
and cost of document review. The E-document creation engine processes and normalizes the data for
improved functionality across all forms of native documents, creating a consistent document display (PDF
formatted files) and improved doc-to-doc navigation for Concordance Native Viewer.
Concordance can import Outlook® PST files, PDFs and any document that Microsoft® Office can
open, including PowerPoint® presentations, Excel® spreadsheets, Microsoft® Word, and WordPerfect®
documents.
Before you begin, make sure that you’ve downloaded the Sample_EDocuments Sample Data from the
Concordance Answer Center and extract the zip file, saving it to a folder on your hard drive.
1. From the File menu, click New.
2. In the New Database Creation Wizard, click the E-documents button.
3. In the Select document location section, locate the Sample_EDocuments folder and then click
the > Add button.
4. Click the Browse button, navigate to a folder location where you want to store the database.
5. In the File name field, type “EDocuments_database”, and then click Open.
6. A link to the original document is added to the FILEPATH field.
7. Click Import, and when the Import dialog box opens, click OK.
The text of the documents has been extracted to the TEXT field enabling you to use the powerful Concordance search and reporting functionality.
8. In the E-Documents Database dialog box, click Open to open the database.
Adding Documents
Now that you’ve created an E-Documents database, let’s add some more documents. Using a simple
drag-and-drop operation, you can quickly add documents to the database.
1.
2.
3.
4.
With the E-Documents database open, navigate to the location where you downloaded the
Sample_EDocuments file.
Open the Additional_EDocs folder.
Select all the documents and then using the drag-and-drop operation, drag the files to the
Concordance workspace.
When prompted, click Yes to add the documents to the database.
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Walk-through: Printing
Concordance software gives you and your team so many printing tools that your options are almost limitless.
Let’s take a look at a few of them.
Printing Documents
Concordance has two printing icons located on the Standard toolbar: Print allows you to print documents,
and Report allows you to write reports. Think of the Print option as the Browse view on paper and the
Report Writer as the Table view on paper. For detailed information about the Report Writer option, see the
Concordance Answer Center.
Now let’s set up a quick print job. Go to the File menu, and then select the Cowco database from the
recently used files list at the bottom of the menu:
1.
Click the Print icon. A dialog box displays with the Print options tab visible. Additional tabs give you
choices such as Fields, KWIC™ (Key Words in Context), as well as Formatting options.
2.
lick the Fields tab to begin
C
the field selection process.
3. Click Remove all, and then double-click
the BEGNO, DOCDATE, DOCTYPE,
DOCTITLE, AUTHOR and RECIPIENT
fields in the Available fields list.
4.
Click the Print tab to see a preview
of your print job, and then click Print
preview to view your print job. It should
appear similar to the figure below.
You can explore additional printing options on the Formatting tab, for example,
print date/time stamps, and headers/
footers.
Print Documents Dialog Box—Fields Tab
Try “Compressed Printing” to print multiple pages on
one sheet of paper.
Once you’ve performed a search, KWIC is a powerful
tool to limit large text field
printing to only your keywords (or hits) and lines above
and below those keywords. When using KWIC with
transcripts, you can limit your text to Q&A pairs, or
lines above and below, or a combination of both.
Sample Print Preview
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Walk-through: Concordance® Native Viewer
Installation of Concordance Native Viewer
Before you install:
5.To continue the installation, accept the terms,
and then click Next.
• Be sure your server data has been backed up.
6.To start the installation, click Install.
• Have your serial number and activation code
handy. If you cannot find your serial number
and activation code, contact Concordance
Support at 800-833-3346 (option 4) or e-mail
[email protected].
7.When the installation is complete, click
Finish.
Installation of Concordance Native Viewer requires
that the application be installed on individual
workstations. When you install the viewer, Brava!®
Desktop is automatically installed as well.
Installation steps:
1.Run SetupConcordanceNativeViewer.exe
directly on the desktop or workstation.
2.In the Welcome dialog box, click Next.
3.Enter the serial number and activation code
you received when you ordered Concordance
Native Viewer to activate it, and then click Next.
4.Review the End-User License Agreement. To print
the End-User License Agreement, click Print.
After installation, you must set the viewer
preferences within Concordance software:
1.From the Tools menu, under Preferences,
click the Viewer tab.
2.In the “Apply user settings to” list, click
Current user (user name) or All users.
3.In the “Apply database settings to” list, click
Current database (database name) or click
All databases.
4.In the Viewer list, select Concordance
Native Viewer.
5.In the Application path field, enter
the file path or click the Browse (…)
button, and then locate and select the
ConcordanceNativeViewer.exe file.
6.Click OK and then restart Concordance to
apply the settings.
Importing Native Files for Concordance Native Viewer
When importing native documents into Concordance software for viewing in Concordance Native Viewer,
it’s best to create a new database. The database must contain a valid media (image) key and a filepath
field:
• The media (image) key field is used to link the Concordance database with Concordance Native
Viewer.
• The filepath field stores the filepath to the native document.
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Navigating Concordance Native Viewer
These are steps you can take if you have already
created a Concordance Image Base (.cib) file per
the previous instructions.
The .cib file stores information such as folder path
location, markup history, and preferences settings
for Concordance Native Viewer.
By using the media key (image key) field in
Concordance, Concordance Native Viewer
synchronizes with the current Concordance
database and displays the associated
documents or images.
2.On the dynamic toolbar at the bottom of the
workspace, click the View Image
(camera)
button.
When Concordance Native Viewer is
synchronized with the current Concordance
database, each tab in Concordance has
an associated tab in Concordance Native
Viewer displaying the associated document
view. You can have up to 16 Concordance
Image Base views open at the same time.
Each view is accessible using the named
tabs at the top of the workspace.
Concordance Native Viewer opens the near-native
view of the supported document types, allowing you
to review and annotate them. With Concordance
Native Viewer open alongside the Concordance
application, you can view a record in the Browse
and Table views while viewing the same record in
the Native Viewer.
Work Area and toolbars:
Using the tools in Concordance Native
Viewer, you can review documents,
navigate between records, apply markups
(annotations) and adjust the display of the
documents or images.
Viewing documents:
1.In Concordance, open the Edocuments
database that you created earlier.
What’s in each area?
A
E
A C
oncordance Native Viewer Work Area
displays the document that is associated
with the record currently open in the
Concordance database.
BMarkup toolbar provides tools for adding
annotations to a document during review.
B
D
CBrowse toolbar allows you to move
between documents and records.
DThumbnails pane displays small images
of pages within the current document.
EDocument Information pane contains
details about each document, such as
corresponding document information,
image information and markup history;
each media button can be configured to
display the information most important
to you.
C
WORK AREA AND TOOLBARS
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Reviewing documents and images
Concordance Native Viewer allows you to magnify
the original document or image for clarity and
inspection, and provides a variety of markup
tools specifically designed for privileged content
and trial preparation. Once you have reviewed
and annotated the content, especially redacting
key information, the document markings are
automatically saved and the changes secured.
Concordance Native Viewer stores references to
all native documents and image information in a
single Concordance Image Base database (.cib)
file. The .cib file is located in the same folder as
the associated Concordance database (.dcb).
Supported file types:
Concordance Native Viewer works with .tif, .tiff,
.jpg, .jpeg, .gif, .bmp, .asc, .pcx, .cal, .cals, .csv,
.pdf, .doc, .dot, .docx, .ppt, .pps, .pptx, .pptm,
.xls, .xlsx, .msg, .txt, .rtf, .html, .htm, .wk1, .wk3
and .wk4 file types.
Use the Markup toolbar to:
• Redact information
• Add notes
• Apply color markings to highlight
or underline text
• Add a circle or box to emphasize
a block or region of key content
• And more
All of these elements can easily be
edited, moved or resized.
Markups for the current document/record are
displayed in the Markup History tab of the
Document Information pane. The Markup
History tab displays markup type, title and
author. Markup history is also saved in the
.cib file.
APPLYING MARKUPS
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25
Applying images and stamps:
Applying redactions:
The Images tool in the Markup toolbar allows
you to insert raster (bitmap) images such as
.jpg, .bmp or .png into the current document.
Images are created in an image editor for use with
Concordance Native Viewer. Concordance Native
Viewer comes with 16 images, such as Draft,
Final, Reviewed and Witness.
When confidential information needs to be hidden in
a document for production, use the Redaction tool.
Redactions associated with the produced document
cannot be edited or removed. Once the document
is produced, any text or images concealed by a
redaction cannot be viewed, copied or searched.
You can also use the Stamp tool in the Markup
toolbar to add stamps. The stamp list in the
Markup Properties toolbar lists the four default
stamps that come with Concordance Native
Viewer (Attorney’s Eyes Only, Attorney-Client
Privilege, Confidential and Under Seal).
The Redaction tool allows you to place one or
more redactions (rectangular boxes) over various
areas of sensitive information within a document. In
Concordance Native Viewer, the redaction appears
transparent to allow you to make sure the redaction
covers the information you want to conceal. When
a production is executed, the redaction becomes
opaque, concealing the information underneath.
Two ways to apply a redaction:
1.Draw a single redaction line
across a sentence or part of a
sentence.
—OR—
2.Draw a redaction box over an
area of the document or image
(shown in gray on the left).
APPLYING A REDACTION
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Please note:
• If you need to export the body text for a
production, you will need to repeat optical
character recognition of the images after the
redactions have been burned in.
• When you are redacting a bulleted or
numbered list, it’s best to always apply
redactions using the rectangle redaction tool.
This ensures that the list content is completely
redacted when the image is produced and/
or printed. Begin drawing the rectangle in the
margin, outside the text area, to ensure all
information is redacted successfully.
• When you print a document or image that
contains a redaction, the redaction will
print transparent, rendering the underlying
information visible. If an opaque redaction
needs to be printed, run the documents or
images through production and print the
produced files.
Since PDF files are not flattened or burned,
when
producing PDF files, the redacted information is
removed from the file before the redaction is
placed.
The production process physically removes the
hidden text from the produced file; the original
document is not altered.
If you want to purchase new licenses, or cannot
find your serial number, or activation code,
please contact Concordance Support at:
• Phone: 1-800-833-3346 (option 4)
• E-mail: [email protected]
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27
Walk-through: Native File Production
A Native File Production produces copies of the original native files to a specified
production destination. The natve file production does not include any markups or
other production settings. Concordance simply copies the existing native files and
renames them according to the parameters you specify.
Producing Native Files
1.Using the Edocuments database that you created earlier, click the ALL button
to make sure that all the documents are available.
2.On the Tools menu, click Production > Native File Production.
3.In the Native File Production dialog box, click the Browse button, and then
navigate to the folder where you want to store the file.
4.To create a new folder, click Make New Folder.
5.In the New Folder field, type the folder name “My_EDocuments”, and then click
OK.
6.In the Production Type section, select the Image Key option to rename the files
using the current Image Key and auto-increment the file names.
7.To run the production, click Start.
8.Click Close and then navigate to and open the folder where the production files
were written and review the files to ensure that they were named accordingly.
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28
Conclusion
The capabilities in Concordance discovery management software and Concordance Native Viewer -searching, reporting, organizing, viewing, producing document sets and printing--help litigation teams/
professionals prepare for trial with confidence and control. We hope you’ve benefited from this tour of our
product(s).
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29
Deliver Greater Control, Confidence and Choices
The suite of Discovery Services from LexisNexis® brings together all the elements you need to succeed
in litigation—from litigation readiness to leading software applications. Our aim is to enable you to feel
confident about every stage of the discovery process. And with so much riding on the outcome of a case,
it is vital to have a company that understands your discovery needs, today and tomorrow. LexisNexis is
that company. We have both the legal and technological savvy
to help you solve the many unplanned twists and turns of litigation.
In addition to the award-winning Concordance products discussed in this Guide, the suite of Discovery
Services from LexisNexis offers the broadest portfolio of discovery choices—including Concordance®
Hosted FYI™ and LAW PreDiscovery™—empowering law firms, corporations and government agencies
to litigate successfully in the face of overwhelming data volumes and rapidly changing technology.
To find out more, go to www.lexisnexis.com/concordance (free trial available*) or contact
a Discovery Specialist today at 800.421.TEXT or [email protected].
* Free 30-day Concordance trial software offer subject to your acceptance of the terms and conditions set
forth in the Concordance Information Retrieval System License Agreement. It is your responsibility to ensure
your computer system meets all the requirements necessary to download the Concordance trial software.
LexisNexis specially disclaims all liability for any and all damage associated with the downloading and/or using
of the Concordance trial software, including but not limited to, technical hardware or software failures of any
kind, any damage to any person’s computer, network or systems of any kind. The Concordance trial software
is provided “as is,” without a warranty of any kind. All expressed or implied representations and warranties,
including any implied warranty of merchantability, fitness for a particular purpose or non-infringement, are
hereby excluded. LexisNexis reserves the right to cancel or modify the trial offer program for any reason. This
Concordance trial software subscription is valid for 30 consecutive days after downloading the Concordance
software for use. Offer limited to one software download per person. Other restrictions may apply. Void where
prohibited.
LexisNexis and the Knowledge Burst logo are registered trademarks and KWIC is a trademark of Reed Elsevier Properties Inc., used under license. Concordance, CaseMap and TextMap are registered trademarks and
FYI and PreDiscovery are trademarks of LexisNexis, a division of Reed Elsevier Inc. LiveNote is a trademark of West Publishing Corporation. Other products or services may be trademarks or registered trademarks of
their respective companies.
© 2015 LexisNexis. All rights reserved. LP19782-0 0415
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Concordance® Concordance® Native Viewer

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