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Concordance® Desktop

Transforming discovery as you know itinto discovery as you want it.

| 2Concordance® Desktophttp://lexisnexis.com

TABLE OF CONTENTSGETTING STARTED

FEATURES . . . . . . . . . . . . . . . . . . . 3

o Concordance Desktop . . . . . . . . . . 3

o Concordance Desktop viewer . . . . . . 3

GETTING STARTED . . . . . . . . . . . . . . 4

o Before you begin . . . . . . . . . . . . 4

o Downloading the sample database . . . 4

o Ready to begin . . . . . . . . . . . . . 6

WALK-THROUGH: DOCUMENT VIEWING . . 8

o Document navigation . . . . . . . . . 10

o Goto . . . . . . . . . . . . . . . . . . 10

o Table layout . . . . . . . . . . . . . . .11

o Tally . . . . . . . . . . . . . . . . . . 12

WALK-THROUGH: SEARCHING . . . . . . 13

o Quick search. . . . . . . . . . . . . . 14

o Search limiters. . . . . . . . . . . . . 14

o Combining searches. . . . . . . . . . 15

o Form search . . . . . . . . . . . . . . 15

WALK-THROUGH: CASE ORGANIZATION . . . . . . . . . . . 17

o Use tags to mark documents . . . . . 18

o Folders and personal folders . . . . . 19

o Tag history . . . . . . . . . . . . . . . 22

o Tag statistics . . . . . . . . . . . . . . 22

o Tag list management . . . . . . . . . 23

o CaseMap® Integration . . . . . . . . . 24

WALK-THROUGH: E-DISCOVERY . . . . . 25

o Adding documents. . . . . . . . . . . 27

WALK-THROUGH: PRINTING . . . . . . . . 28

o Printing documents . . . . . . . . . . 28

WALK-THROUGH: CONCORDANCE DESKTOP VIEWER . . . 29

o Navigating Concordance Desktop

viewer . . . . . . . . . . . . . . . . . 29

o Reviewing documents and images . . 30

o Applying images and stamps . . . . . 31

o Applying redactions . . . . . . . . . . 31

WALK-THROUGH:

NATIVE FILE PRODUCTION . . . . . . . . 33

o Producing native files . . . . . . . . . 33

CONCLUSION . . . . . . . . . . . . . . . . 34

GETTING STARTED GUIDE


FeaturesSuccessful 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® Desktop discovery management software.

Use Concordance Desktop 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

• Share Data with Other Best-of-Breed Products

Use Concordance Desktop viewer to: • Display Images in Perfect Sync with Concordance Desktop

• 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

• Share Images with Leading Trial Presentation Software



Getting StartedThank you for trying the award-winning Concordance® Desktop discovery management software. We’ve designed this application 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 Desktop 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 Desktop basics in no time. It’s not often you find so much power in such an easy-to-use program.

Before you beginThere are a few things that need to be in place before you can start working with databases in Concordance Desktop. • Concordance Desktop needs to be installed on your computer• Your installation of Concordance Desktop needs to be activated as a Concordance Desktop server,

and the sample database unzipped and registered on your server.- OR -The sample database must be unzipped and registered on the Concordance Desktop server by your Concordance Desktop Administrator, so the database is available to you for access.

• You will need to know the ‘Host name’ (IP address can be used) and Port number of the Concordance Desktop server where the sample database is registered. You can get this information from your Concordance Desktop Administrator.

Downloading the sample databaseTo successfully download and extract the sample database, you will need a zip utility such as WinZip® by WinZip or WinRAR® by rarLAB.

If your computer is activated as a Concordance Desktop server, or you are the Cordance Desktop Administrator with access to the Concordance Desktop server:

You can download the sample E-documents database zip file from the Concordance Desktop sample databases link.

http://help.lexisnexis.com/litigation/concordance/sample_dcbs/CD_Edocs_SampleDB.zip

http://help.lexisnexis.com/litigation/concordance/sample_dcbs/CD_Edocs_SampleDB.zip



Once downloaded, the file should be unzipped to the following location on the computer that is activated as the Concordance Desktop server: C:\ProgramData\LexisNexis\Concordance Desktop\Sample Database\Database

When unzipped, you should see a new CD_Edocs_SampleDB subfolder under the Database folder. This subfolder contains all the files for the sample E-documents database.

If your computer is not activated as a Concordance Desktop server, or you are not a Concor-dance Desktop Administrator:

Ask your Concordance Desktop Administrator to register the sample database on the Concordance Desktop server so that you can access it.



Ready to begin

How you access the sample database differs depending on whether you are a Reviewer or a Concordance Desktop Administrator. Follow the appropriate steps below.

If you are a Reviewer:

1. Double-click the Concordance Desktop icon or select Concordance Desktop from your Start menu to begin.

2. From the File menu, select Connect.

3. In the Connect to Concordance Server dialog box, type your Concordance Desktop Logon name as issued by your Concordance Desktop Administrator.

4. If you already have a password set up, type it in the Password field; otherwise, leave the field blank.

5. Type the server’s IP address or machine name in the Host name field. You can obtain this information from your Concordance Desktop Administrator if unknown.

6. Type the server’s port number in the Port field. You can obtain the number from your Concordance Desktop Administrator if unknown.

7. Click Connect.

8. In the Select Database to Open dialog box, click the EDOCS_SAMPLE database.

9. Click Open. The database opens in Concordance Desktop.



If you are a Concordance Desktop Server Administrator:

1. Double-click the Concordance Desktop icon or select Concordance Desktop from your Start menu to begin.

2. From the File menu, select Open.If this is the first time you are connecting to this Concordance Desktop server today, you are asked to provide your login information.

3. Type your Concordance Desktop Logon name.

4. If you already have a password setup, type it in the Password field; otherwise, leave the field blank.

5. Type the server’s machine name or IP address in the Host name field.

6. Type the server’s port number in the Port field.

7. Click Connect.

8. In the Open dialog box, navigate to the location where you unzipped the sample database that you downloaded. You should have unzipped the sample database to:C:\ProgramData\LexisNexis\Concordance Desktop\Sample Database\Database

9. Open the CD_Edocs_SampleDB sub-folder and double-click the EDOCS_SAMPLE.DCB file. The database opens in Concordance Desktop.



Walk-through: Document ViewingHere is the main Concordance Desktop review screen, which greets you upon opening the software. Concordance Desktop discovery management software boasts a completely revised, highly intuitive interface for easier navigation and improved case organization.

When you first open the EDOCS_SAMPLE.DCB database you will be in Browse view and looking at document number 1 in the sample document set.

The large toolbar at the top of the screen is the Standard Toolbar in Concordance Desktop. 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.

BROWSE VIEW—THE MAIN CONCORDANCE DESKTOP WINDOW



One of the most popular ways to review documents in Concordance Desktop 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) that you click displays that view on top (e.g., Browse View on top as in the illustration).

You can also display the views side-by-side. From the View menu, click Split screen, and then click Left-Right. 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

Browse view—Allows you to read a document.

Edit view—Allows you to update the contents of a document.

Review view—Displays document search statistics.

Table view—Displays an overview of your document collection for the current search.

TIP: Hiding Empty FieldsIn Browse view, click Tools > Empties to toggle between showing and hiding fields that do not contain data.



Take a moment to use the Previous document and Next document buttons to step through your documents. You’ll notice that the Status bar at the bottom of the window keeps track of which document you are viewing.

GotoThe Goto button in Concordance Desktop allows you to jump to any document simply by typing the document 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.

Document navigationThe 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

Last document

Next document



Table layoutBy 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 Desktop 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. The Table Layout dialog box opens.

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 a field to the layout, double-click the field in the Available fields pane.

For the purpose of this tutorial, remove all fields. Add the following fields to the Layouts list: CNDCN, CREATIONDATE, TITLE, AUTHOR, and COMPANY. When 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



TallyAnother 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 COMPANY column and then select Tally COMPANY from the menu.

This will open the Tally task pane, showing you all company names, each with its own frequency count.

You can sort the columns by item or by count. To display these results, simply double-click a specific company within Tally. That company 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 by a particular company). The Tally feature also allows you to print your tally results or save them to a text file.

TALLY TASK PANE WITH COMPANY RESULTS



Walk-through: SearchingWith Concordance Desktop 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 “mediation” and “statistics.” Type mediation statistics in the box “with all of the words.”

You decide the documents should also have either “active” or “activated” in them. Type active activated in the box “with at least one of the words.”

Last but not least, you know that you don’t want any of the documents that refer to the “Albuquerque” location, so you simply type Albuquerque in the “without the words” box.

Click Search.

You should have four documents that match your search items. That’s a complicated search made simple!

THE SIMPLE SEARCH TASK PANE



Quick SearchAnother 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 “mediation” and click Search or hit Enter on your keyboard.

Take a moment to review the “mediation” search results. You now have all the skills needed to view and navigate your results.

Click the arrow to the right of the Quick Search (A) box 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 buttons in the bottom toolbar to quickly move backward and forward through the search “hits.”

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 limitersIf you’re looking for absolute precision, Concordance Desktop lets you search for any word in any field you want.

1. Click within Quick Search, and then type ect.company. making sure that a period appears before and after the field name.

The periods are called Field Limiters. By using the periods or dots, you’re telling Concordance Desktop to search only within the field(s) specified between the two dots.

2. Press Enter.

This search retrieved five documents. That’s because there are five documents in the database with letters

“ect” in the in the COMPANY field.

FIELD-LIMITED SEARCH RESULTS IN BROWSE VIEW



Combining searchesAs we mentioned, you don’t need to be experienced at Boolean searching to find your documents. However, Concordance Desktop 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 “Irenaud and security” to find those documents that contain both words. Then, try the search “Irenaud or security” to find those documents that contain either word.

You can also combine searches that you’ve limited by field, as in the ect.company search we tried earlier. Try the search acopela.author and ect.company. This finds only those documents authored by ‘Acopela’ from the company ‘ECT’. And this is only a small sample of the searching capability available in Concordance Desktop 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 searchAs easy as the Simple Search is, and as convenient as the Quick Search is, there’s yet another way to search in Concordance Desktop. 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 Desktop users appreciate its intuitive menu interface.

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.

QUERY BY EXAMPLE DIALOG BOX



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 ECT in the first Look for box.

3. Click the arrow in the Connector box. Select or instead of the default, adj (which stands for adjacent).

4. In the second Look for box, type Irenaud, one of your main players in the case.

5. Click Search and then choose how to view the results. To see your results in Table view, click the Table button. To see your results in Browse view, click the Browse button.

TABLE VIEW SEARCH RESULTS BROWSE VIEW SEARCH RESULTS



Walk-through: Case OrganizationConcordance Desktop 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



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 Desktop.

The sample database already has several tags.

To create your own Tag:

1. Right-click within the Tags panel, and then click New > Tag.

2. Type 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 documents while in Table view and drag them to any tagged document group. Just press SHIFT or CTRL, click the desired number of documents and then drag them to whatever Tag you wish.

TIP:

Once you’ve highlighted documents in Table view, you can right-click and send them to Microsoft® Excel® for easy data sharing.



Folders and personal foldersConcordance Desktop 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 Desktop 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 Proprietary and then press Enter. Continue to add Tags under the Status folder, and name them as shown in the image.

Note: When creating a tag, the document that is displayed in Browse View or selected in Table View will be automatically tagged.

3. To add a sub-folder under the Status folder: right-click the folder name, and then click New > Folder. Type 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 Privileged and then press Enter.

Note: The sub-folder must contain a Tag or the sub-folder will disappear when you close the database.

TAGS PANEL WITH FOLDERS AND SUB-FOLDERS



5. Add a personal folder: right-click within the Tags panel, and then click New > Personal folder.

6. Type 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.

7. Add a Tag within the Miscellaneous personal folder: right-click the personal folder name, and then click New > Tag. Type Archive and then press Enter.

TAGS PANEL WITH FOLDERS AND SUB-FOLDERS



Finally, let’s organize the tags:

8. 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 Sub-Status folder.

In both instances, a dialog box appears asking if you want to proceed.

9. Click Yes.

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.

You can use the Tag/Issue Management dialog box to Tag documents with multiple tags at one time by using SHIFT+click or CTRL+click. Other features include querying on documents marked for deletion, and records edited since the last time the database was re-indexed.

TIP:



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.

Tag statistics

With the new organizational tools in Concordance Desktop, 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:

Tag history

1. Open the Tag history panel by clicking the icon at the top right of the panel. The Tag history panel displays Tags added and removed by user and date.

2. Close the Tag history panel by clicking the icon at the top right of the panel.



Tag list managementIn addition to creating Tags and searching on them, Concordance software offers advanced Tag-searching and Tag-creation tools.

1. Click Tools > Manage Tags/Issues.

The Tag and Issue Management dialog box offers powerful search capabilities, allowing you to search multiple Tag groups, apply Tags to or remove Tags from your entire query, or clear Tag groups.

By selecting Tag Query from the list, Concordance Desktop provides the ability to query the database based on one Tag, multiple Tags, or every Tag in the database.

2. Click Attorney Client Privilege, hold down the CTRL key, click Bundle1, and then click Bundle2. This selects all three Tag sets.

3. Click the Create Query button.

4. Click the Apply to Query button. Concordance Desktop instantly finds all the documents that have the Tags applied.

5. Click Done when you’re ready to view the documents.



CaseMap® IntegrationIntegration of Concordance Desktop with LexisNexis® CaseMap® fact and issue management software allow 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 the text, and then select Send to > CaseMap. You will need CaseMap to be open to receive the data.

Note: The Concordance Desktop viewer is compatible with CaseMap version 10 or higher.



Walk-through: E-DiscoveryConcordance Desktop 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 the Concordance Desktop viewer.

Concordance Desktop 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 are either on the Concordance Desktop server, or have full rights to it. The files for this walk-through were installed with the application, and can be found under: C:\ProgramData\LexisNexis\Concordance Desktop\Sample Database\Sample files\Edoc

1. From the File menu, click New.Before you can create a new database, you need to log into the Concordance Desktop server where you are going to build that database. To login, follow the steps under Ready to begin.

2. In the New Database Creation Wizard, click the E-documents button.



3. In the Select document location section, locate the Edoc folder and then click the > Add button.

4. Click the Browse button and navigate to a folder location where you want to store the database.

5. In the Open dialog box, create a New folder for the database and open it.

6. In the File name field, type eDocs_database and then click Open.

A link to the original document is added to the Select database location field.

7. Click Import to create the database and import the documents into the Edoc folder.

The text of the documents has been extracted to the TEXT field enabling you to use the powerful Concordance Desktop search and reporting functionality.

8. In the E-Document Database dialog box, click Open to open the database.



Adding documentsNow 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.

Before you begin, download the additional E-document sample files from here and unzip the files to a location on your hard drive.

1. With the E-documents database open, navigate to the location to which you unzipped the downloaded additional sample files.

2. Open the Sample EDocuments folder.

3. Select several, or all, of the documents and then using the drag-and-drop operation, drag the files to the E-documents database open in the Concordance Desktop workspace.

4. When prompted, click Yes to add the documents to the database.

http://help.lexisnexis.com/litigation/concordance/sample_dcbs/Sample_EDocuments_Data.zip



Walk-through: PrintingConcordance Desktop 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 Desktop has a print icon located on the Standard toolbar that allows you to print documents.

Now let’s set up a quick print job. Go to the File menu, and then select the EDOCS_SAMPLE 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. Click the Fields tab to begin the field selection process.

3. Click Remove all, and then in the available fields list, double-click the CNDCN, CREATIONDATE, TITLE, AUTHOR, and COMPANY fields to add them to the Selected 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 op-tions on the Formatting tab, for example, print date/time stamps, and headers/footers.

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

PRINT DOCUMENTS DIALOG BOX—FIELDS TAB



Walk-through: The Concordance® Desktop viewerNavigating Concordance Desktop viewerThese are the steps you can take if you are a Concordance Desktop Administrator or Full Reviewer.

Viewing documents:1. In Concordance Desktop, open the Edocuments

database that you created earlier.

2. On the dynamic toolbar at the bottom of the workspace, click the View Image (camera) button.

Concordance Desktop viewer opens PDF copies of the supported document types, allowing you to review and annotate them. With the viewer open alongside the database in the application, you can view a record in the Browse and Table views while viewing the same record in the viewer.

By using the media key (image key) field in the database, the viewer synchronizes with the current database and displays the associated documents or images.

The viewer is synchronized with the current Concordance Desktop database; each tab in Concordance Desktop has an associated tab in the viewer displaying the associated document view. You can have up to 16 views open at the same time. Each view is accessible using the named tabs at the top of the workspace.

Work Area and toolbars:Using the tools in the viewer, you can review documents, navigate between records, apply markups (annotations) and adjust the display of the documents or images.

What’s in each area?A The Concordance Desktop viewer Work

Area displays the document that is associated with the document currently open in the Concordance Desktop database.

B Markup toolbar provides tools for adding annotations to a document during review.

C Browse toolbar allows you to move between documents.

D Thumbnails pane displays small images of the pages within the current document.

E Document 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.

WORK AREA AND TOOLBARS



Reviewing documents and imagesConcordance Desktop viewer allows you to magnify the document 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 Desktop 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).

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 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



Applying images and stamps:

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 the Concordance Desktop viewer. The viewer comes with 16 default images, such as Draft, Final, Reviewed and Witness.

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 the viewer (Attorney’s Eyes Only, Attorney-Client Privilege, Confidential and Under Seal).

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 redactions:

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.

The Redaction tool allows you to place one or more redactions (rectangular boxes) over various areas of sensitive information within a document. In the Concordance Desktop 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.

APPLYING A REDACTION



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.



Walk-through: Native File ProductionA 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 Desktop 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 box, type 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.



ConclusionThe capabilities in Concordance Desktop discovery management software—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).




Deliver Greater Control, Confidence and ChoicesThe 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.

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 15-day Concordance Desktop trial software offer subject to your acceptance of the terms and conditions set forth in the Concordance Desktop Information Retrieval System License Agreement. It is your responsibility to ensure your computer system meets all the requirements necessary to download the Concordance Desktop trial software. LexisNexis specially disclaims all liability for any and all damage associated with the downloading and/or using of the Concordance Desktop 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 Desktop 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 Desktop trial software subscription is valid for 15 consecutive days after downloading the Concordance Desktop 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 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.

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