11. Export
Export documents from the Bulk Actions dropdown.
A. Exporting to CSV or DAT
Choose documents and data to export and customize output settings.
Destination: Choose default File.
Export Name: Choose a name for your export.
Format: Choose the format to which you would like to export. Options include CSV and DAT with the option to modify delimiter options. If you are connecting through Relativity® or Reveal for document review, you will see the option to export to Relativity® or Reveal, respectively (details in Section B and Section C below).
Encoding: Choose type of text encoding you would like to use. Options:
Format options: If you would like to export analyzed text check the Export analyzed text box.
Batch options: Batch options are by default 10,000 documents with a time-out of 60 seconds, and this should work for most exports. However, you can change the settings if you are experiencing delays during export.
Documents: Choose to export all current search documents, all documents in your storybook, or only documents that are part of saved searches.
Data: Choose what data you would like to see in your export.
Selection
Columns included
Document Data
Default:
ArtifactID
Control Number
Document Metadata
NexLP_AttachmentCount
NexLP_Author
NexLP_Filename
NexLP_GroupId
NexLP_MD5Hash
NexLP_SentDate
NexLP_TimeZone
NexLP_Subject
NexLP_FromPersonName
Thread Data
NexLP_TheadItemType
NexLP_ThreadID
NexLP_InclusiveDocId
NexLP_InclusiveEmailId
NexLP_AttachmentCount
NexLP_SoryOrder
NexLP_IndentLevel
Cluster Data
NexLP_Cluster_Name
NexLP_Cluster_Score
NexLP_Cluster_Is_Centroid
NexLP_Cluster_Queue_Pass
NexLP_Cluster_Friendly_Id
Processing Status Data
NexLP_ProcessingStatus
Comment Data
NexLP_Comments
Cosmic Scores
Select COSMIC groups to export scores.
Column/Relativity® Field name format:
NexLP_CosmicScore_[Cosmic Group Name]
Value format:
[Whole number]
Cosmic Tags
Column/Relativity® Field name format:
NexLP_CosmicTag_[Cosmic Group Name]
For Document level COSMIC Tags, the possible values are
[Yes]/Document,
[No]/Document,
[Skip]/Document;
For Segment level COSMIC Tags, the export value will be
[Yes]/Segment
User Tags
Select User Tags to export. Notice imported Tags cannot be exported.
Column/Relativity® Field name format:
NexLP_UserTag_[User Tag Name]
Value format:
For Document level tags, [User Tag Name]/Document
For Segment level tags, [User Tag Name]/Segment
Saved Searches
Selected Saved Searches to export. If exporting to Relativity®, a new field will be created for each Saved Search selected.
Column/Relativity® Field name format:
NexLP_SavedSearch_[Saved Search Name]
Value format:
[Saved Search Name]
Upon clicking Start, the export will begin to build. You can view the status in the notification center and/or the storybook dashboard.
When your export is complete, you can download directly from the Notifications center, or from the storybook or admin dashboards. Exports will be available for download for 30 days. After 30 days, exports will be deleted from the dashboard and the Notifications center.
B. Exporting to Relativity®
Choose Relativity® as the Destination.
For the additional steps of export to Relativity®, see the Admin Guide, Section 4. Integration with 3rd Parties > A. Relativity® > 4. Export to Relativity®.
C. Exporting to Reveal
If Reveal Integration is enabled, you can select to export directly to Reveal. In the Bulk Actions Export dropdown, there are two choices for Destination: File and Reveal.
If you select Reveal, the Export dropdown options will change as shown below:
When exporting to Reveal, you will need to enter the following information:
Export Name: Choose a name for your export.
Login: Enter your Reveal Login.
Password: Enter your Reveal Password.
External Key: Reveal Case Number will automatically populate.
External URL: Reveal Instance Location will automatically populate.
You will need to make the following decisions:
Documents: Choose to export all current search documents, all documents in your storybook, or only documents part of saved searches.
Data: Choose the data source for each of the four options.
Upon clicking Start, the export will begin to build. You can view the status in the Notifications center or the storybook dashboard.
Reveal Names for Data Exported from Story Engine:
Selection | Reveal Names/ Format |
|---|---|
Cosmic Scores | Reveal Field name format:
Value format:
|
Cosmic Tags | Column/Reveal Tag Set format:
For Document level COSMIC Tags, the possible values are
For Segment level COSMIC Tags, the export value will be
|
User Tags | User Tags are exported as individual tags under one tag set called NexLP_UserTags. |
Saved Searches | Saved Searches are exported as Work Folders. Each Saved Search becomes a separate folder under WorkFolders/NexLP_Saved_Searches parent folder. Value format:
|
See Appendix C for more information on what to expect to see in Reveal once you export.
D. Viewing Export Notifications
When your export is complete, you can download directly from the Notifications center.
