RETURN TO SITE
Project Name
Parent Project
Client Name
Account Manager
Due Date & Time
Time Zone
Source Path
CM#
Client Contact:
Project Manager
LOAD OPTIONS
Default Options are selected
Lotus Notes
Single Instance of Emails With Folder and View Information
Multiple Instances of Emails From Folders and Views
Email Without Folder and View Information
Extract NSF To:
HTM
TXT
Outlook
Email Attachments
Outlook Journals
Outlook Tasks
Outlook Notes
Outlook Contacts
Outlook Appointments
Extract PST & MSG To:
MSG
HTM
TXT
Extract EML To:
MSG
HTM
Native File Hash:
MD5
SHA-1
Email Hash:
Email
Message File
Selected Fields
Selected Fields:
From
To
CC
BCC
Body
Subject
Attachment String
Sent Date
File Size
DEDUPLICATION OPTIONS
Default Options are selected
Across All Subproject
Within Custodian
DATE RANGE OPTIONS
Default Options are selected
Begin Date:
End Date:
Include All Subprojects in Project
Include Family
Email
Check Date Range
Use Sent Date or Creation Date
No Check Include All
Attachment
Check Date Range
Use Creation Date
Use Modified Date
No Check Include All
Native Document
Check Date Range
Use Creation Date
Use Modified Date
No Check Include All
More Data Ranges
SEARCH OPTIONS
Default Options are selected
Include Family:
Search Term:
Mark to INCLUDE Hts
Mark to EXCLUDE Hts
MARK OPTIONS
Default Options are selected
Duplicate Print Options:
Ignore All Duplicates
Print Slip Page for All
Print All Duplicates
Treat Duplicates by Document Category
Duplicate Email
Ignore
Print Slip Page
Print
Duplicate Attachment:
Ignore
Print Slip Page
Print
Duplicate Document:
Ignore
Print Slip Page
Print
No Print Documents:
Wash
Print Slip Page
Custom Slip Page:
Print Hash Code
Print Filename
Extract Original Text
DOCUMENT OPTIONS
Default Options are selected
Spreadsheet Options:
As Formatted
Show Comments/Track Changes
Clear Cell Patterns
Headers & Footers:
No Headers & Footers
Print Headers & Footers
Zoom:
Zoom
% normal size
NoZoom
Office Auto Date:
List Modified Date
As Is
Custom Text
Custom Text
Image Options:
Resolution:
Black & White
Color
TIF
JPG
B&W&Color:
Custom Text
Presentation Options:
Headers & Footers:
No Headers & Footers
Print Headers & Footers:
Include Presenter Comments
Word:
Headers & Footers:
No Headers & Footers
Print Headers & Footers:
Comments & Changes
Print Review Panel
Print Balloons
Print In-Line Revisions
PRODUCTION SPECIFICATIONS
Default Export Fields are Highlighted
Volume Settings
Prefix:
# of Digits:
Starting Number:
Volume Size:
CD
DVD
Hard Drive
Load Files:
IPROLFT
Use P,C,& Boundary Flag
Summation Class I CII
Option Log File
Concordance Data File
Data File (CSV)
Summation Class III CII
OCR:
No
Yes
Multiple Page Text
Single Page Text
Re-OCR:
No
Yes
File Name Conventions:
Prefix:
# of Digits:
Starting Number:
Images:
Single Page TIFF
Single Page PDF
Single Page JPEG
Multiple Page TIFF
Multiple Page PDF
Multiple Page JPEG
Endorsement Setting::
Include Options
Bates
Lower Right
Lower Left
Prefix:
# of Digits:
Starting Number:
Type a Sample Here:
Message
Lower Right
Lower Left
Custom Text
EXPORT FIELDS
Default Export Fields are Highlighted
Name
Output Field Name
Document ID
DocID
Order ID
OrderID
Parent Document ID
ParentID
Attachment IDs
AttachID
Document Type
DocType
Folder
Folder
Document Date
DocDate
Document Title
DocTitle
Author
Author
Recipient
Recip
Email CC
CC
Email BCC
BCC
Document Link
DocLink
Misc Properties
Prpties
Is Duplicate
IsDuplicate
Path File Name
PathFileName
Document IDs
DuplicateIds
Email Body
EmailBody
Email Sent Date
EmailSentDate
Email Start Time
EmailSentTime
Email Received Date
EmailReceivedDate
Name
Output Field Name
Email Received Time
EmailReceivedTime
Email Subject
EmailSuject
Email Att. Begin ID
EmailAttBeginID
Email Att. End ID
EmailAttEndID
Email Media
EmailMedia
Email Att: Count
EmailAttCount
Filename
Filename
FromDup ID
FromDup
Email From
EmailFrom
Doc Author
DocAuthor
Email Attachments
Attachment
Modified Date
ModifiedDate
Modified Time
ModifiedTime
Created Date
CreatedDate
Created Time
CreatedTime
Email Other Properties
EmailPrpties
OCR
OCR
Use Default Fields
Export Duplicates
Final Delivery:
Concordance
Summation
Ringtail
Iconnect
Custom
SPECIAL INSTRUCTIONS/COMMENTS
Special Instructions
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