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07/25/2017 - Productions - Custom Slipsheets, Produce-as-native by Tag and Withhold by Tag

DISCO continues to enhance our production capabilities while maintaining our intuitive interface and production speed. Now we have augmented our production functionality with the ability to both produce in native format and withhold documents by tag, along with the means to create custom slipsheets.

To start a new production click on the Create New button on the DISCO Production Page (Menu > Produce > Productions).

 

In previous versions of DISCO, users were limited to producing documents in native format only by file type with the standard DISCO slipsheet. Now you can choose to produce documents as native by both file type and/or tags and create slipsheets as well!

The new Natives selections can be found under Show advanced options.  DISCO will still auto-populate the file types most commonly produced in native format (Audio, CAD, Excel, Unknown and Video). To remove any file type from the list, click on the X next to the file type name.  To add a file type, click in the white box and select additional file types from the pick list.  To produce as native by tag, click into the tag box and select the tag(s) you want from the tag list.

 

DISCO alerts you to exactly how many native files will be produced in native format.  The number of documents that will be produced as native will appear in the lower right corner of the Natives section.  As always, any documents that have been Redacted in DISCO will automatically be produced as images and the production will NOT include a native file regardless of the file type or tag associated with the document.

In addition, to being able to produce as native by both file type and tag, DISCO now allows you to customize the “Produced as Native” slipsheet.  Click on Customize native slipsheet at the bottom left of the Natives section to format your slipsheet.

Custom slipsheets allow you to format a Header, Sub-header and Body for your slipsheets.  In each slipsheet section, you can either free type text or add any one of more than 60 pieces of fielded information.

To add fielded information such as File Extension or Native File Name click on the Insert field data button on the right, bottom side of the text box. This will take you to the field selection list where you can search for and select from all available fields including both metadata and work product.

Once you have run your production, you will be able to view your custom slipsheet in the document viewer.

The ability to create custom slipsheets is not limited to documents produced in native format.   Any document in the production set can now be replaced with a slipsheet. Instead of completely excluding a document, use a slipsheet as a placeholder. When the “Withheld” documents are produced, DISCO will generate the slipsheet along with only a subset of fields in loadfile (custodian(s) and Bates numbers).

To start, click on Withhold and slipsheet documents to create your slipsheet rules.

 

Next select the tag(s) you wish to withhold and create a custom slipsheet using the same options found under produce as native slipsheets. If you want to create a distinct slipsheet for each type of document withheld, DISCO allows you to create multiple tag rules that will be implemented in a hierarchical form. 

In the screenshot below, the document(s) tagged as Withhold Non-Responsive will be replaced with a slipsheet that includes the Header: “DOCUMENT WITHHELD AS NON-RESPONSIVE” and custom text along with “File Name” and “File Extension” information appearing in the body. Then documents tagged as Trade Secret will be replaced with a slipsheet that includes the Header: “DOCUMENT WITHHELD”, custom text in the sub-header and body along with the Custodian field information.

 

DISCO will also provide you with the number of documents that meet each slipsheet rule.

 

It is important to note that Withhold and slipsheet rules are ranked by number. If a document meets more than one rule, the highest ranked rule will be applied to that document.  Furthermore, if a document meets the criteria to be produced as native AND to be withheld, the withhold rule prevails.

 In the example above, if a document is tagged as both Withhold Non-Responsive and Trade Secret, the Withhold Non-Responsive slipsheet rule would be applied since it is ranked number 1. To change a Withhold and slipsheet rule ranking, simply click on the number and select a new ranking from the dropdown list.

 

Finally, if you want to carry over the Produce as native or Withhold and slipsheet formatting decisions to future productions, you can use Copy format from a previous production button.  This will carry over all of your advanced option formatting choices to the new production set.  To learn more click Here.

 

The ability to create custom slipsheets, produce-as-native by tag and withhold by tag will be available to all new matters created on or after July 25, 2017. Enjoy this updated feature in your next DISCO matter!

Have additional questions? Please contact support@csdisco.com

 

 

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