Document Level Identifier: Most useful for Native File productions, one number per document - provide your starting number (Example: EDT000001)

Page Level Identifier: Most useful for Image (TIFF) productions, one number per page and not necessary for Native File productions- provide your starting number (Example: EDT000001)

Include: Creates a record for the duplicate in the database and copies the native file into the case.

Partially Exclude: Creates a record in the database but does not copy the native file. This does retain metadata in the case for duplicate documents and metadata can be produced later. However, native documents are never going to exist in the database for partially excluded records.

Exclude: Does not create a record and the native file is not copied to the case. This cannot be undone at a later time.

Suggestions:
Duplicates slow down the review process tremendously, our suggestion is to always de-duplicate. As for the decision on how to handle the identified duplicates the answer is...it depends.

If you think that there is a possibility that you will have a need to produce these documents in the future then our suggestion is to include. With that said, we can include them on our end but exclude them from your deliverable thereby retaining the documents for future need while abstaining from producing them and bogging down your review.

If you know for sure that you will never have a need for the duplicates then you should probably exclude them.

If you know that you'll never need to produce the actual documents but you think might need the file metadata or to produce a listing of duplicates then you may want to consider partially excluding.

Non-Mail Outlook items are calendars, journals, tasks, contacts and notes. These items usually have no meta-data but are often times useful information for document productions. You may or may not have a need for these items but our suggestion is to add them all to the set if you are not sure. Including these items will alleviate the chance that you might miss something of value in your review.

Most image based electronic documents will not have text which can be extracted. These document types can include JPG, GIF, PDF and BMP file extensions to name a few. When performing searches on native review sets, these types of documents will be excluded due to the lack of searchable text via standard extraction. Our suggestion is to generate TIFF images of these documents and then perform Optical Character Recognition (OCR) in order to include these documents when performing searches during your review.

If the scope of your project is to produce TIFF's and OCR then this question can be answered "no" and all of your documents will still be TIFFed and OCRed.

Microsoft Word Documents

Show Comments & Revisions -- Microsoft Word can be made to trake its changes throughout the life of the document. With this option selected the images will display these changes when and if they are available. Not all Word documents will have had the tracking turned on.

Headers & Footers -- Headers and footers may sometimes contain privileged information which some people prefer not to have included on the image output. This is a judgment call and it depends on the scope of the case as to whether these items are included or not.

Microsoft Excel Documents

Format & TIFF (Hourly Fee Applies) -- Microsoft Excel Documents are generally not created for purposes of printing therefore it is often required that these documents be formatted prior to their being printed (or in this case TIFFed). This is a time consuming and rigorous process which is accompanied by an hourly fee (please contact your consultant for pricing).

Process As-Is (Not Recommended) -- This means the Excel documents will not formatted prior to their being printed or TIFFed. This is not recommended due to the possibility of extraneous pages and the overall sub-standard quality of the image output.

TIFF Placeholders & Produce Native Files -- We will insert a image placeholder in your database which shows the original XLS filename and produce the original XLS file for your review. This gives you an opportunity to review the Excel documents prior to our actual production of TIFF's, in turn possibly alleviating extraneous costs. This is normally what we recommend to most clients when it comes to handling Excel files.

Microsoft PowerPoint Documents

Print Hidden Slides -- Forces PowerPoint to print any hidden slides which may exist in the presentation.

Print Slides Only (do not print notes) -- This will print only slides and exclude notes about slides.

Print Slides & Notes -- This will print both slides and notes

-- Our recommendation is to print Slides & Notes and to also include Hidden Slides. This is, of course, dependent upon the scope of the case but as a general rule it is better to have too much than not enough.

It is not uncommon for an Electronic Discovery project to contain document types that are considered "non-printable". Some of these document types might include music files, video files, databases, executable files, etc. Since there is normally no way to produce and image file for these document types there are two ways we normally handle these.

TIFF Placeholders - Produce Natives -- We will insert an image placeholder into your database and produce a copy of the native file for your review.

Do Not Produce -- This will leave these document types out of your database while retaining them on our end for possible future need.

This will tell us what fields of metadata you wish to have populated into your database as part of the deliverable.

All Email Fields -- This includes your standard email fields as follows: To; From; CC; BCC; Date & Time Sent; Date & Time Recieved; Subject of the Email.

All Fields (not recommended) -- This will include all fields which encompasses many extraneoud fields which are not useful for review. It is not recommended due to the fact that it is considered extraneous.

File Info Fields (for EDOC only productions) -- If you are not processing any mail items and all electronic documents (Word Docs, Excel Docs, PowerPoint, etc.) then you may want to choose this option.