Native Settings

Step three of the production wizard. This is where you define if and how documents are produced as natives. 

 

How to start the Production Wizard

In the Document List, select the settings icon 

Then, select Productions > Create for Selection/Documents. For more information on starting a production, see Productions.

Produce as Natives

  • All Documents
    All documents added to this production, will be produced as natives.
  • Some Documents
    + Extensions: Selected file types will be produced as natives.
  • No Documents
    No documents added to this production, will be produced as natives.

Note: Redacted documents will not be produced as natives or text. They can only be produced as images.

 

Naming

Define how you want to name your natives. The first three options are most commonly used.

  • Bates Number 
    Bates Number as defined in step 1 of the Production Wizard.
  • Bates Number + Extension 
    The extension (file type) of each document will be added to the bates number.
  • Bates Number + Original Name + Extension
    The original name of the document will be placed between the bates number and the extension (file type).
  • Bates Number + Confidentiality + Original Name + Extension
    If all natives are confidential, you can add that to the naming.
  • Custom
    Alternatively, define your own naming convention. Add metadata (fields) from your matter.

 

Folder Properties

Define where you want to store your natives.

  • Name
    The name of the folder in which the natives will be saved.
  • Subfolder prefix
    The subfolder prefix will always be followed by a number.
  • Max documents
    Define the maximum number of documents allowed in a folder.

Select Place files in root folder to place files in the same root folder of the same file type. When enabled, the natives are not placed in subfolders, but in the same natives folder.