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Have You Heard about these Exciting Features in discovery ][ Enterprise's Case Management Module?


Susanne Strong

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By Susanne Strong, Content Developer, IPRO’s Learning Experience Team 

You know what they say, times, they are a-changing. If you need proof of that, just take a peek inside of Case Settings in your Processing Case, within Case Management. Here, you’ll find several items which were ported over from eCaptureThese hidden gems will make your life a heck of a lot easier! 

In eCapture, editing your Processing Case is somewhat complex and unless you’re an eCapture guru, it can be hard to find the options you need to select, and quite frankly, there are a ton of boxes to check. In Case Settings, we’ve streamlined this process just for you! Within Case Settings, there are three tabs: Case Details, Ingestion, and Imaging. Each of these has subsections that allow you to edit your Processing Case. 

Case Details 

Case Details is all about managing your Case. Here, you can edit Case Details (the Code Name or the Matter ID for instance) or, you can enter Known Passwords (we call it Password Handling). This too was moved over from eCapture and it’s pretty darn awesome. 

 

image.thumb.png.be1b8b3487c59165cacd126590a8e87a.png 

 

Ingestion 

The Ingestion tab includes both Ingestion and Filtering, both of which allow you to configure settings within your Processing Case. These include items such as container handling, email hash calculation, deduplication, de-nisting, file type filtering, and file extension filtering, giving you the power to customize which items you want in your case in the simplest way possible.  

Load to Review 

The Load to Review tab includes settings for the documents you ingest into review, specifically field mapping, volume, and sequential image key numbers. 

Imaging 

This tab is all about Image Conversion settings for common and miscellaneous files as well as for other document types as they relate to the items imported into your case - and this, my friends, is what I am most excited about. Why? It includes Placeholders, which, in my opinion, is a task that’s a little tricky to undertake in eCapture. Now that Placeholders have been ported over from eCapture however, it’s a cinch and if ever there was a reason to do cartwheels over a new feature, this is it! 

All the items included in this tab are: 

  • General (miscellaneous image conversion settings) 

  • Word  

  • PowerPoint 

  • Excel 

  • Placeholders (configure settings to generate an Image Placeholder for files being produced natively).  

Here you can either upload an image to be used as a placeholder OR create one by simply typing in a Placeholder name (this is the wording that will be inserted onto the Placeholder itself) and select your options. Thereafter, simply select the file types you wish to apply the Placeholder to. Once you’ve made your selections, the placeholder created will be used for any productions you create thereafter. As you can see by the screenshots below, all of this is done with just the click of a few buttons.  It really is THAT easy. 

             

image.png.895d476b9f98f571f0758fd04afd8949.png     image.png.d85905e4b50046a9084b7602a397bea9.png 

 

All the Processing Case settings that have been ported over from eCapture have been made much more intuitive, and easier to use. By moving processing settings directly into the Case Management module within discovery ][ Enterprise, we’ve streamlined the processing workflow. Now it’s easy as 1, 2, 3!  

For more information on these features, take a peek at the Help Center article: Manage Case Settings for a Processing Case as well as this course on our Learning Center:  discovery ][ Enterprise: Processing Case Settings. 

If you’d like to learn more about IPRO’s products or purchase any type of training, head to our online Learning Center: https://learn.ipro.com/ 

IPRO’s Help Center, which is where you can find documentation on all IPRO products can also be found here: https://my.ipro.com/help 

If you have topics you’d like for us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts. 

 

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