Text Settings

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

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 Text

  • All Documents
    All documents added to this production, will be produced as text.
  • No Documents
    No documents added to this production, will be produced as text.

Note: Redacted documents will not be produced as text.

Naming

Define how you want to name your text files. 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 text files 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 text files.

  • Name
    The name of the folder in which the text files 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 the files in the root folder of the corresponding file type. When enabled, the text files are not placed in subfolders, but in the same text folder.