IPRO Eclipse Handbook

IPRO Eclipse TAGS Quick Reference

Types of Tags

c Nested tags
Nested tags include primary parent
tags and one or more subordinate child

tags similar to the following example.
Multiple levels of tags can exist creating a

tree of related tags.

PuuvilegeJ

tat

r a et _ I faka - k aq
.1 Lew 1

ri ow. Liow

ý..r. il..

Only the most subordinate members of a nested tag group can be applied when such a tag is

applied its parents are also applied. In the example above if the Performance Data
tag is applied the Employee Records and Business Privilege tags are also applied.

Tags and Related Documents

Documents may be related to one another such as an email or attachments. These document
relationships are found in the BEGATTACH field. Family members for a selected document are

shown in the relationships pane at the bottom of the case pane area of the workspace. See Working
with Document Relationships on pages 34 - 35

Tag Rules tag groups by your administrator.
The following rules can be applied to document

Option Description
Exclusive
Required docu-mentsOnly one tag in the group can be applied to a document

Locked At least one tag in the group must be applied to all
in a batch before a batch can be marked complete

Maintain the current state of tags in the group. That is if a
tag in the group has been applied to documents it remains
in this state. If a tag has not been applied to documents it
cannot be applied.

To tag entire family - When a tag in the group is applied to a document the tag will be applied to
the selected document and its relatives as explained above in Tags and Related Documents on

page 40.

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rr TAGS Quick Reference

Eclipse

Tag Rules
Rules are presented in the Tags pane under the tag group name as shown in this example.

fsus 16s5 Data

PA ne

4 r. r..

a Tags and Coding Forms

When viewing tags the tags that display on the Document/Page Tags
tabs are affiliated with the coding form you select. Your administrator
may also define specific tagging rules.

Coding forms are chosen on the Record View pane in the case pane area.

b Coding Form-Based Rules

Specific rules will apply to your review procedures when you use a specific coding form. For
example a rule may be defined to require that you add a comment in a Comment field if you

apply a certain tag.

These rules apply to document not page tagging and must be followed as you review documents in a
specific batch or case.

GENERAL TAGGING PREPARATION

Before you tag documents and/or document pages
1. Review case guidelines including the coding form to use and associated rules if any exist.
2. Log into Ipro Eclipse and open the needed case.
3. In the Case View Pane click Documents.
4. Display a specific subset of documents by performing a search filtering one or more columns.
5. For batches only If you are working in a batch selcet the scope of listed documents in the
Documents from list.
6. In the Record View Pane select the needed coding form to access the needed tag display.
7. If no tags appear in the Document Tags tab

Right click the Private Tags heading and select Tag display Modify Tag Display.
Select the tags you need for review and click Apply.
8. Document tagging only
In Record View Pane enable tagging by clicking EDIT button.

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1PRO Eclipse ---TAGS Quick Reference

GENERAL TAGGING PRITARl1TI-ION

9. In the Document Tags or Page Tags tab review the tags and the rules defined for each group.
Rules are summarized at the top of each group see example below

Dcontent rais

Rasons unes

Pnviiegeo

zQý Atone ý_ t

al-cr

Jc k FroJ.._

.onfdentlrilit

ýýriýdEntal

F C.Ofcr16

SIMPLE DOCUMENT TAGGING

a To tag Individual Documents or Search Results

Complete General Tagging Preparation on pages 41 - 42. You must enable the tagging pane
before you can apply tags.

In the tab selected during preparation Documents Batch etc. click a record for the
document to be tagged or have a tag removed.

Evaluate details for the record to determine which tags to apply or remove

b Tag a single selected document In the Document Tags tab click an unapplied tag to select it

or click an applied tag to remove it. This type of tagging applies the tag to or removes it from the
selected document according to the rules defined for the tag group.

Tag search results To tag search results - if one of the items is open in the case pane and

ora tag should be applied to removed from all of the documents right click the tag and

select TagApply to Search Results or Remove from Search Results.

If a coding form rule is in effect a message may appear if you select certain tags. Comply
with the rule before moving to another document.

For example a rule may require you to add a comment in the Comment Field if you select a

certain tag

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IPRO Eclipse TAGS Quick Reference

SIMPLE DOCUMENT TAGGING
c If a coding form rule is in effect a message may appear if you select certain tags. Comply with the

rule before moving to another document. For example a rule may require you to add a comment in
a Comment field if you select a certain tag.

When tag actions are complete for the selected record use the Record View toolbar top of pane the
command bar bottom of pane or keyboard shortcuts as described in the following table.

Methods for Completing Tagging

Toolbar Command bar Keyboard Action
cancel
Cancel all changes and
stop editing.

CtrlS Save tag actions and
Ctrl Enter remain on the selected

record

Save tag actions and
move to the next record

asin the set listed in

Documents or related

tab.

If you saved changes navigate to other records using the Record View pane navigation bar as shown

in this figure.

1i. n . .d
D crr
ic ie t 1ut et r axa le
r
I I

i I

eý1 C.rYer

Repeat this procedure for all documents that you need to review.

NOTE Most cases use document tagging but in some instances page tags may be appropriate.

Coding form rules do not apply to page tagging.

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IPRO Eclipse TAGS Quick Reference
MASS TAGGING

a Tagging Multiple Documents

Complete General Tagging Preparation on pages 41 - 42. You DO NOT have to enable the

tagging pane in the Record View Pane.

In the Documents or related tabs toolbar click actions to open the mass

actions toolbar.

Select Edit in the mass actions toolbar and complete step 3 or 4 on page 41 as needed to
select the documents to be tagged.
All documents To tag all documents in the current document set based on your selection
during preparation

Select ALL from the mass actions toolbar as shown in the following figure

1jb rri

.rrsrt uur111M Autlw. SUbiftt W.Wni4 Co

E3 Iý.. i .. F_ c.. ýýe f..c-.Fair. .%sf 1-J

1

Skip to Step 6 on page 41.

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1PRO Eclipse TAGS Quick Reference

MASS TAGGING

b Selected documents To tag selected documents in the active tab Documents Batch etc.

Select the options on the left side of the needed documents in the case
table as shown in the following figure.

-Nature BLNl1M Author Subiect

IPRO-OOCOO02 c
139-OC0W03

ski

Selecting Documents

In the mass actions toolbar select Checked.
Continue with the next step.
Select Edit in the mass action toolbar then click Submit.

In the resulting dialog box make the following selections.
Coding form select the form that includes the needed tags.
Tag group select the applicable tag group must be selected by user.
Tags select or clear individual tags. To leave tags that have already been applied
unchanged leave the option box as-is.

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ý i. ..d u t 41J
I1

a e Aced

13 ru urt fIi ed.

Wme---- .A 46A60440
10-
4164P is

Mass Tag Selections

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IPRO Eclipse Case Document Details Pane Quick Reference

Making Use of Tags - Common Uses

a Searching for Tagged Documents

To easily find documents tagged or not tagged in a certain way

Log in to Ipro Eclipse and open the needed case or batch.
Select the Document Tags or Page Tags tab.

In the selected tab right-click the tag or tag group title of interest and select one of the
following

Search Search for all tagged documents Find documents that have been tagged
with the selected tag. If a tag group title is selected documents tagged with any of the

tags in the group will be found.

Search Search for all untagged documents Find documents that have not been
tagged with the selected tag. If a tag group title is selected documents not tagged with
any of the tags in the group will be found.

Results display in a new Search Results tab that replaces the contents of the Documents tab.

DOCUMENT DETAILS - VIEWER

a Overview about Case Documents

Case documents are presented in the following five tabs in Ipro Eclipse which are located
in the Document Details pane.

Image - This tab displays the graphic file TIFF JPG or PDF file associated with a
selected case record. Annotations such as redactions are made in this tab as well as
highlighting markups and embedded text. The Image tab supports the transparent or
cross-hatch view for redacted information and the highlighting of search terms on the

image.

OCRExtracted Text - This tab displays the text associated with the selected record.

This tab will be blank if the Ipro Eclipse database does not contain a field defined as

EXTRACTEDTEXT or if no text exists.

Native Viewer - If your administrator has included native and/or HTML files as part of
.MHyour case this tab displays an MHTML
version of the file for a selected record.

Production - If documents within the current case or batch have been produced a
produced image for a selected record displays on this tab unless no production image is

available.

Transcript - If your case includes transcripts access them in the Document Details

pane.

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in a x YC rCrT YCh uo bo

ecli0

powering digital review

SECTION 6

WORKING WITH CASE DOCUMENTS

CASE DOCUMENT DETAILS PANE

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Section 6 Case Document Details Pane - Document Details Viewer

Table of Contents

Topic Pages No.

Document Details - Viewer 46 - 71
46
a Overview about Case Documents 47
b Accessing Case Documents
48 - 49
Document and Page Navigation 48
49
a Keyboard shortcuts
b Image and Production Tabs Toolbar 49
49
Document Images Images 49

a Overview about Document so
b Image Actions
50
Images 50

a Toolbar Overview 51 - 53
b To view images
51
Changing Image Views 51
51
a Change Image Quality 51 - 52
b Rotate Image 52 - 53
53
c Magnify Image Area
53
d Sticky Magnification
e Resize an Image - Scaling

f Selecting Pre-defined Sizes - Fit to

Width/ Fit to Length

Move Images

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Section 6 Case Document Details Pane - Document Details Viewer

Table of Contents

Topic Pages No.
Redactions
54 - 56
a Overview about Redactions 54
b Redact Image Content
c Change Redaction Style 54 - 55
d Change Redaction Category 55
e Resize a Redaction 55
56
f Move a Redaction
56
Delete a Redaction 56

Annotations 57 - 60
57
a Overview about Annotations
b Add a line or shape mark-up 57 - 58
c Add highlighting 58
d Add embedded text
e Add a sticky note 58 - 59
59 - 60
Managing Annotations
60 - 61
a Edit text or sticky note annotations 60
b Change Mark-up characteristics
61
c Resize highlights 61
61
d Move annotations 61
e Delete annotations

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Section Document Details Document Details

Table of Contents

Topic Pages No.

Printing Document Images 62
62 - 63
a Overview about Printing
63 - 65
Working with Extracted Text 63
64
a Extracted Text Activities 65
b Viewing Extracted Text 65

c Copying Extracted Text 65 - 66
65
d Printing Extracted Text 66

Working with Native Files 66 - 69
66
a Overview about Native Files 67
b Native Viewer Activities
67
Viewing Native Files 68
68
a Opening a File from the Case Pane 68 - 69
b Opening a File from Document Details 69
69
Pane
70 - 71
c View a File from Native Viewer 70

d Viewing Search Results and Highlights 70 - 71
e Copying Native File Content
71
f Printing from Native Viewer
71
Creating an Image file TIFF on the FI 71

h Create Image File

Working with Production History

a Overview
b Viewing Production Documents

Printing Production Images

a Overview about Printing
b Print Production Images

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IPRO Eclipse Case Docume I Details Pane Quick Reference

nt

b Accessing Case Documents

From the Case View pane Select Documents.
Or Conduct a search such that Search Results in the case pane area

Select a record of interest.

Open and pin the Document Details pane. The following figure shows the

collapsed pane.

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p 1

C IIýýý..Mý

dative BEGNUM Author Sjbjrcl

t YSt

Click the tab of interest in the Document Details pane.
For Native Viewer or Extracted Text tabs click View on the tab.
Alternatively in the case pane toolbar click the Document Details synchronization button shown

in the following figure.

To view or navigate from one document to another use the document
navigation bar in Record View as described in the following topic. To view the individual pages
within a document use the page navigation bar in the Image tab as described on below.

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1PRO Eclipse Case Document Details Pane Quick Reference

DOCUMENT AND PAGE NAIGAT1ON

Document and Page Navigation

a Keyboard shortcuts

Use the following keyboard shortcuts to easily navigate in Ipro Eclipse

Shortx ut Description

Page and Document Navigation

PgUp Go to previous page Image or Production

tab.

PgDn Go to next page Image or Production tab.
AltPgUp
Go to previous document in Image Extracted
Text Production or Native Vi ewer tabs.

AltPgDn Go to next document in Image Extracted
Text Production or Native Viewer tabs.

Document Details Pane

CbIN Go to Native Viewer tab.

CbII Go to Image tab.
Go to Extracted Text tab.
CbIT Go to Production tab.

PCtrl

a. Pane must be open and pinned.

Record View toolbar
Use the navigation boar in Record View to move from one document to another

Fr1 I asl Ietal documents it currcrl set

dccurn ct document ior aample in My Batch

0ý ti r4 .

O 22k

III urrent docurn nt
Poicuc

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IPRO Eclipse Document

b Image and Production tabs toolbar

A simple page navigation bar shown below allows you to view individual pages on the following
tabs

Image View individual pages.
Production If you have production documents view individual pages.

Basic page navigation

lte g.

DOCUMENT IMAGES

a Overview about document images

Document images include TIFF JPG or PDF files created from native document files. If they
exist for your case document images appear on the Image tab in the Document Details
pane of Ipro Eclipse web.

b Image actions

In the Image tab you can perform the tasks explained in the following table in addition to tasks
related to viewing the image such as enlarging or rotating the image. These tasks can be performed
on the individual pages of a document.

Image Tab Activities

Action Description

View images Magnify images in a variety of ways rotate image and/or
Redact text change image quality.

Place a box solid outlined or cross-hatched over text on a

privi-lege.document Redactions also have Iabels to identify why the

information is redacted for example Attorney-liet

Add mark-ups Draw free-form lines on the image.
Highlight text Emphasize text by highlighting it
Add embedded Enter text comment that is visible on the image
text
Add personal notes that are visible by double-clicking the .
Add sticky notes sticky note icon as show n on the right.

Print document Print documents or pages.
images

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1PRO Eclipse Document Details Pane Quick Reference

a Toolbar overview

The following figure and table show the Image tab toolbar and identify each button.

Button Image Tab Toolbar

Action
Pointer releases another buttons action.

Button Action
Move or resize annotaticn object.

Move image if all of content is not visible.

ý..I _ Redact image content. This button will not be active if
redactions are not configured by your administrator.

Mark-up add line text
or shape.

t III ýI J-l i_ hlu

cl I

1rI I r

Magnify image or -u
reduce image in differ-
ent w ay s. ý

Iy
r

1.iee F . ýý-ýicrt

rN Rotate image right or left. All pages of a document are

rotated.

Print image.

b To view images

In the Document Details pane click the Image tab. Images will be
If images have not yet been viewed click the View button.
downloaded and synchronized with case records.

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IPRO Eclipse

Changing Image Views

a Change image quality based on the number

The image quality of some types of files can be adjusted
of pixels used per character. To adjust the quality

1. In the Document Details panes Image tab click the Pointer

2. Right-click in the image and select Scale Quality High Quality more
pixels or Low Quality fewer pixels.

b Rotate image

To change the orientation of documents in the Image tab take one of the following actions. Note
that the changes made to the orientation will only affect the currently viewed page.

In the Document Details panes Image tab click e\ or %I to rotate

rdeoscp-eucm-tiveenlyts.90 degrees right clockwise or right counterclockwise
Click the button gomultiple times tD continue to rotate im ages
per click. degrees

c Magnify image area

Enlarge an area of the image
To enlarge a particular area of an image in the Image tab

1. In the Document Details panes Image tab position the image so the text to be magnified is visible. See
Move image on page 511 if needed.

2 On the Image tab toolbar click then click the area to be magnified.

Do not release the mouse button

3. Drag the mouse as needed and read/evaluate the information

4. When finished release the mouse button

5. Move the image to another area if needed and repeat steps to magnify
other areas.

6. When finished click 1ý or another button to stop the magnify function

d Sticky magnification for magnified content that will stay open until

The sticky magnifier allows you to open a window
you close it.

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IPRO Eclipse I Quick Reference

1 cument Details Pane

d Sticky magnification

To use the sticky magnifier

1. In the Document Details panes Image tab position the image so the
text to be magnified is visible. See Move image on page 53 if needed.

02. Click next to the magnification button and then click

3. Drag across the area to be magnified. The sticky magnifier area will be
marked on the image and the sticky magnifier window will open. The
following figure shows an example.

Technologies

--c1 States Lic

ease cite to

Sticky Magnification

4. If the window is too small resize it by dragging any edge to the needed
size. Also drag the window to a convenient location

5. As needed complete one or more of the fol lowing actions

- Image tab position the pointer in the sticky magnifier area the pointer

1changes to Drag the defined area to other locations to see other

areas of the image.

- Image tab drag across another area of the image to redefine the sticky

magnifier area.

- Documents tab click another record. The same relative area of the
new image will be magnified.

6. when finished click X on the sticky magnifier window and then click
or another button to stop the magnify function.

e Resize an image

Scaling tab

To easily change the image size in the Document Details panes Image

complete one of the following procedures to resize the image.

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IPRO Eclipse Case Document Details Pane Quick Reference

Scaling

Marquee Zoom In the Image tab toolbar

0a. Click the down arrow next to the Magnification button.

b. Click

---c.Drag across the image area of interest. The image will enlarge when you

release the mouse button

d. When finished click or another button to stop the zoom function

Scale In the Image tab toolbar

0a. Click the down arrow next to the Magnification button.

b. Drag the slider on the scale until the image is the desired size.

c. When finished click in the image or click or another button to stop

the previously selected function.

f Selecting pre-defined sizes Image tab to a pre-defined size
To easily change the image size in the Document Details panes
click one of the following buttons on the Magnification toolbar

Fit the image vertically in the Image tab space

Fit the image horizontally in the Image tab space.

Alternatively right-click anywhere in the image and select Fit to Width or Fit
to Height.

g Move images

To move the image within the Image tab

1. If your mouse has a scroll wheel click on the image and use the scroll
wheel to move up and down. If your mouse does not have a scroll wheel
complete the following steps

2. On the Image tab toolbar click
3. Drag in the image area until the needed area is visible.

4. When finished clicks or another button to stop the move function.

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IPRO Eclipse Case Document Details Pane Quick Reference

REDACTIONS

a Overview about redactions

Redactions obscure the content of image files so that only appropriate information is visible in the
files you prepare for discovery. In Ipro Eclipse up to 99 redaction categories-with different colors
and labels for each-may be used. Redactions can be viewed in Ipro Eclipse as solid outlined or
cross- hatched if user has appropriate permissions. The following figure shows a solid redaction in
an email image file.

rem-ToFrom
ý ntu iýr iI rtith rnn e11ray.9rss ttt rft tI orn. Kal

f iy ._ýrt en rlt

Sent 222001 .59. Aki

Subject.

At-My ocnf c turd ._I. s

ti

b Redact image content

Redact information in an image as follows

1. For a selected record in the Document Details panes Image tab locate
the information to be redacted.

Q2. Click next to the Redaction button on the image tab Fri

toolbar and select the needed redaction style Solid

Crosshatch or Outline. s dl
Sita
The default redaction style is solid. The style selection applies

Ato all redactions for the current user until a style change is
made. change in style will also apply to all redactions for _.s A

the selected user. cl i..

3. Note the color on the Redaction button j. If the color

redaction type is correct dick the button and skip to step S. If the

correct redaction is not selected go to step 4.

04. To select the correct redaction click next to the

Redaction button and select the needed redaction from the

Redaction Category top menu as shown in this figure.

If needed click the button again to activate the redaction

action.

5. Drag across the text or image area that is to be redacted. rr dc
The selected area is highlighted with a dotted line as shown
Revised 00/00/0000
in the following figure.

-----

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rr Document Details Pane Quick Reference
Eclipse

b Redact image content

6. When the selection is complete release the mouse button.

7. Repeat these steps to apply other redactions.

8. When finished click or another button to stop the redaction activity.

If needed modify redactions as explained in the following procedures.

c Change redaction style

If you have sufficient permissions you can change redaction style for example to cross hatch or
outline so that you can view the redacted content without removing the redactions.

A selected style applies to all redactions for the current user during the current session or until
you change the style.

To change redaction style

tool-bar1. For a selected record on the Document Details panes Image tabclick
next to the Redaction button.

2. Select the desired redaction style from the second menu-Solid Outline
or Cross Hatch.

d Change redaction category

You can change the redaction categorycolor/label as follows

1. For a selected record in the Document Details panes Image tab locate

a redaction to be to be changed.

2. On the Image tab toolbar click r

3. Left- then right-click the redaction and select the needed redaction
category from the list

4. When finished click or another button to stop the redaction activity.

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IPRO Eclipse Case Document Details Pane Quick Reference

e Resize a redaction

To change the size of a redaction do the following

1. For a selected record in the Document Details panes image tab locate

a redaction to be resized.

2. On the Image tab toolbar click

3. Click the redaction to select it then drag an edge or a corner to resize it.
4. If needed adjust the location of the redaction by placing the mouse

1rpointer in the center of the redact on and dragging it.

5. When finished click or another button to stop the redaction activity.

f Move a redaction

To move a redaction do the following

1. For a selected record in the Document Details panes the Image tab

locate a redact on to be moved.

X2. On the Image tab toolbar click

3. Place the mouse pointer in the center of the redaction and drag it to the
needed location then release the mouse button

4. When finished click ý or another button to stop the redaction activity

g Delete a redaction

Note No warning message or Undo function exists when deleting redactions. Make sure of the

selection before deleting

1. For a selected record in the Document Details panes Image tab locate

a redaction to be to be deleted.

2. On the Image tab toolbar click

3. Left- then right-click the redaction and select Delete.

4. When finished click or another button to stop the redaction activity.

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P Eclipse Case Document Details Pane Quick Reference

Adding Other Annotations

a Overview about Annotations to images

In addition to redactions you can add the following annotations

Mark-ups Free-form lines

Highlights Transparent color to emphasize particular content.

Embedded text text box Visible comments added to the image.

Sticky notes Notes indicated with a notepad icon text is visible when the note is

double-clicked.

The following figure shows an excerpt of an email with each type of annotation
added.

sally heckr sirith cori

7Frrn n ni ..

ý.t cc chcJ cd

b Add a line or shape mark-up

To add a line or shape to an image do the following

1. For a selected record in the Document Details panes Image tab locate
the area where you want to draw a line.

02. Click next to the Annotation button and click the

Markup button as shown in this figure.

3. If needed select the line characteristics as follows

0a. Click next to the Markup button

b. Select from the options on the Markup toolbar as shown in the following

figure.

T. I
1-
r
r
r .Lit e
el u.1
tisiJlt Ui .

1

Markup Toolbar

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1PRO Eclipse Document Details Pane Quick Reference

b Add a line or shape mark-up

1. For a selected record in the Document Details panes Image tab locate
the area where you want to draw a line

02. Click next to the Annotation button and click the

Markup button as shown in this figure. _ .l
ark.ip
3. If needed select the line characteristics as follows

0a. Click next to the Markup button

b. Select from the options on the Markup toolbar as shown in the following

figure.

If needed modify the markup as explained in Mariagin Annotations on page 60.

c Add highlighting

To add highlighting to an image do the following

1. For a selected record in the Document Details panes image tab locate

the text or other content to be highlighted 0-

02. Click next to the Annotation button and click the

Highlight button as shown in this figure. T_

03. To change the color of the highlight click on the %
LLn-1
Highlight button and select a different color. The color

will remain in effect for the current working session or until you change it

again.

4. In the image area click and drag across content to be highlighted then
release the mouse button.

5. When finished click or another button to stop the highlight activity

If needed modify the highlighting as explained in w w sn r_ Iii on page h%
r1 oit i i
i_

d Add embedded text

To add visible text to an image do the following

1. For a selected record in the Document Details panes image tab locate
the area where you want to add the text.

02. Click next to the Annotati on button and click the Embedded Text button

as shown in the following figure.

Lid -

zoc

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/I i Eclipse Case Document Details Pane Quick Reference

d Add embedded text

3. In the image area drag to form a box in the area where you want the text
to reside.

4. Complete the following steps to enter needed information in the Embedded
Text dialog box. Use the toolbar as shown in the following figure.

Font style size ard coor

Embedded Text

Undo U w Callon - 1ý - A
Save
Sare and
clo_e -_

a. Select needed text characteristics font style size and color.

b. Enter the needed message. You may enter a maximum of approximately
500 characters including spaces.

c. To remove entered content click the Undo button.
d. If entering a large amount of text click the Save button while you work
e. When finished click the Save and Close button.

5. Repeat these steps to add other text messages.

6. When finished click or another button to stop the embedded text

activity.

If needed modify the text as explained in warulir1 Annol tions on page -0. For example if all
text is not visible you may want to resize the text block.

e Add a sticky note

To add a sticky note to an image do the following

1. For a selected record in the Document Details panes Image tab locate
the area where you want to add the sticky note.

02. Click next to the Annotation button and click th e Sti cky Note button as

shown in the following figure.

cr. n are

3. In the image area click in the area where you want the sticky note to

reside.

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IPRO Eclipse Case Document Details Pane Quick Reference

e Add a sticky note

4. Complete the following steps to enter needed information lI L-ý
in the Sticky Note dialog box. Use the toolbar as shown in
this figure ae Undo

a. Enter the needed message. You may enter a maximum iaw and --ease
of approximately 500 characters including spaces.

b. To remove entered content click the Undo button
c. If entering a large amount of text click the Save button while you work
d. When finished click the Save and Close button

5. Repeat these steps to create other sticky notes

Men6. finished click or another button to stop the sticky note activity

If needed modify sticky notes as explained in Anrloiaiions next.

Managing Annotations

Annotations can be modified after they are created. The following table shows which changes can be made to
each annotation.

Annotation Edit Move Resize Delete

Mark-up line X Xt X

Highlight XXX

Embedded X X X

text

Sticky note X X X

Includes changing text if applicable and also changing annotation
characteristics for example color.
t The thickness can be changed but not the length or shape.

a Edit text or sticky note annotations

To edit embedded text or sticky note contents on an image in the Image tab do the following

1. On the Image tab toolbar click
2. In the image area locate and double-click the embedded text or sticky

note to be edited.

3. In the Embedded Text or Sticky Note dialog box modify the text as
needed. For embedded text change font characteristics if needed see
ý\dd inxciued 1vI on pages

4. When finished click the Save and Close button.

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IPRO Eclipse Case Document Details Pane Quick Reference

b Change mark-up characteristics

To change the characteristics of a mark-up object line or shape in the image tab is as follows
1. In the image area locate the mark-up to be changed.

c Resize highlights

Highlights can be resized. If you have sufficient permissions you can change

the size of highlights in the Document Details imago tab sas follow

1. In the image area locate the highlighting to be resized.

2. On the Image tab toolbar click

3. Click the highlight to select it then drag an edge or a corner until the
highlight is the needed size.

4. If needed re-adjust the location of the highlight by placing the mouse

ýýpointer in the center of the redaction and dragging it.

5. When finished click or another button to stop editing highlights.

d Move annotations

In the Document Details Image tab highlights embedded text and sticky
notes can be moved. If you have sufficient permissions move any of these
sitems as follow

1. In the image area locate the item to be moved.

2. On the Image tab toolbar click and click the item. The mouse pointer

changes to

3. Place the pointer over the item that needs to be moved drag it to the
needed location then release the mouse button.

4. When finished click 111 or another button to stop the move activity.

e Delete annotations

All annotations in the Document Details Image tab can be deleted. If you
have sufficient
permissions delete annotations as follows

1. On the Image tab toolbar click
2. Left- then right-click the annotation and select Delete.

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11 Document I

Eclipse

Printing Document Images

a Overview about printing

Ipro Eclipse allows you to print contents of the Image tab. Various printing options exist such as
options for printing annotations. To print the current image in the Image tab follow the

instructions in this section.

To print document images 2 Csc menu on page 47.
1. For a selected record open the Image tab as explained in

2. On the Image tab toolbar click

3. In the Print dialog box Options tab select the needed Printer and Paper
Source. As needed click Properties to select printer-specific options.

4. To evaluate the size of the print job click Calculate at the bottom of the
Options tab. The total number of pages displays to the right of the button.

5. In the Page Range section select the pages to be printed all current or
a unique set of pages. In the latter case separate individual entries
individual pages and/or page ranges w ith commas. Indicate a page range
with a dash. For example

1 3 5-10 15-20.

6. To include a watermark text only in the print job enter the needed text in
the Watermark field. This text will appear behind existing document

content similar to a stamp.

7. To add image keys to the bottom right-hand corner of each page select the
Image Key option in the Quick Endorsements area.

8. Reviewers annotations embedded text highlighting and/or mark-ups
will be printed by default if they exist. To omit annotations in the print job

a. To remove all annotations clear the Print Annotations option.

b. To remove some annotations click each one in the Annotations area.
These annotations will be removed from the list in the Print dialog box.

c. To add annotations click in the Annotations area and select

those annotations you w ant to print.

9. Redactions that have been applied in images will be printed in solid format.

If you have sufficient permissions you can select which redactions will be
included in the print job and how they w ill appear

a. To remove all redactions clear the Print Redactions option.

b. To remove some redactions select the Print Redactions option then

click clear the unw anted redaetions. These redactions will be
removed from the list in the Print dialog box.

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11 Eclipse Document Details Pane Quick Reference

The follow ing figure shows an example of print selections for redactions.

.aiffir ut
4 CCn
. 734

c. To add redactions click in the Redactions area and select those
d. To change redaction format select the needed format fromthe list below

for-matthe redactions list In the previous figure the Crosshatch redaction
redactions you w ant to print.

is being selected.

10. Extracted Text

a Extracted text activities are possible in the Extracted Text tab

The following document activities

Viewing including
Viewing the document text in various formats normal draft and pre- view
Viewing search results and persistent highlights if they have been con- figured by
your administrator.
Finding a terms within the document

Copying text
Printing extracted text
Adding Ipro Eclipse Analytics category examples from extracted text

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IPRO Eclipse Case Document Details Pane Quick Reference

b Viewing Extracted Text

The Extracted Text tab displays all pages of a document on the tab. To view extracted text

1. For a selected record open the Extracted Text tab as explained in ýsý sir1 Case
Documenas on page 47.

2. Use the tabs toolbar to view and find content

Part Magnltti Imagc Findmavigate
tears
Craf.AIyma en
e ecralaate
Preview parssen hictlignta

If taNldth Solo t
reýlaJllla//i 118Jt

Note

Scroll as needed to view all content.

To view the text in a page-like format with margins by selecting Pre- view from the list.
This is the default view.

To eliminate margins select Normal or Draft. The following figure shows an example
of Draft mode.

- ft r I-ry gh

In ar- rah

uly or
Thvd 2Frn-- 757 F%I

Stn

hrc 7F ar g-. r.-Ar.. h. or

.L brr r indvrvrI Iv J1 thr dna_vticiI dl kv vof Iii.rq tit
IV kw
vu Mn M h1-n
0% .I Jill 11i 1r u rr.Ir.e It -r7 buu. r_ thw e-t ay. 11 .. 41
Ptc
sAp.- i81 aI nis r.I I111 11 h 15 u g d Sap rl.a

I

born c-1 the %% ho o ock r ndorg _Iilio arc I3Ing K hottI Cal C3 it to

3rrmit. u j rs ovIc jr. r rv iu rro III-J14 pr Y. arv It-rr r L.rr q _ff
w r. ti nir -I IIII
1 aV rl ý . fi 1. a-r I M iid Ur su M M U .III4

I9ns t ch th.k Pp Mal he -t ie bRrk .n A z hey .011-hi 1I s 9I1 1
ýj- n s jý
n Ill
r

- In Preview mode fit content to the width of the Extracted Text tab by

clicking dick again to enlarge the document.

- In Draft or Normal view adjust

the magnification percentage as
shown in this figure.

3. To find a term in the Extracted 1 I
I

Text tab enter the term in the find IPd ror AA-_e IocPt

field and press the Enter key. Click

the arrow buttons to navigate to/from each match in the text. Following is

an example I _.

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P.O Eclipse -Case Document Details Pane Quick Reference

Copying Extracted Text

To copy text from the Extracted Text tab Text tab as explained in

For a selected record open the Extracted
Accessing Case Documents on page 47.

Locate the text to be copied. See Viewing Extracted Text on page 64 for tips.

Select the content to be copied then right-click and select Copy.

TIP For a large amount of text double-click the first term then shift-click the last term of the

content to be selected.

Paste the copied text as needed

Paste into a field in the coding form you are using by clicking in the field and pressing
CtrlV.
Paste into an appropriate file using CtrlV or file-specific command

Printing Extracted Text

To print from the Extracted Text tab Text tab as explained in

1. For a selected record open the Extracted
Accessing Case Documents on page 47.

2. On the tabs toolbar click

3. In the Print dialog box

- Click Setup to select a printer and printer-specific options.
- Click Options to define page options such as font type/size and header

text. Note the header text includes the job name which can be

custom-izedand page number.

- Complete additional details in the Print dialog box and click OK.
Extracted text and highlighting if it exists will print.

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Eclipse DocwnentDetails Pane- Quick Reference

Working with Native Files

a Overview about native files

If your case includes native files such as mails spreadsheets and/or word processing documents you can
view them in one of two ways-with the native application if you have it or in the Ipro Eclipse Native Viewer

tab.

b Native Viewer activities

The following document activities are possible in the Native Viewer tab
Viewing including
Viewing the document text in various formats normal draft and pre- view
Viewing search results and persistent highlights if they have been con- figured by your
administrator
Finding a terms within the document
For spreadsheets showing/hiding hidden cells
Creating a TIFF image from the native file if no image file exists.
Copying text
Opening the file in its native application if you have the native application
Printing the native file
Adding Ipro Eclipse Analytics category examples from native file content

Viewing Native Files

Open a file in its native application

a Opening from the case pane from the Documents tab or a batch folder analytics or

To open a file in its native application
search tab

1. Getting started

a. Log In to Ipro Eclipse and open the needed case.
b. In the Case View pane click Documents or needed item. Optionally

perform a search for needed documents.

c. Select a record of interest.

2. In the case table Documents or related tab click the icon representing

the file type next to the record of interest. For example the icon for email

files is

3. Examine the file contents as needed. Perform activities allowed by the

native application such as saving or printing the file. Do not attempt to
change the file.

4. When finished close do not save the native file.

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IPRO Eclipse --6se Document Details Pane Quick Reference

Viewing Native Files

b Opening from Document Details pane

To open a file in its native application from the Native Viewer tab
1. Getting started

a. Log In to Ipro Eclipse and open the needed case.
b. In the Case View pane click Documents or needed item Optionally

perform a search for needed documents.

c. Select a record of interest.

2. Open the Document Details pane move enlarge and/or pin it as

needed.

3. Click the Native Viewer tab. If this tab alerts you to the need to install the viewer control see

Aiccssin Case Dc wi - on page If documents are not visible. Click View on the tab.

4. In the tabs toolbar dick the icon representing the file type. For example
Q
the icon for Microsoft PowerPoint files is The file opens in its native

application.

If Ipro Eclipse cannot find the software program needed to open the file a
Windows message will ask you to either allow the Windows Web service to
find the program or select it yourself.

5. if you receive the windows message select a method for locating the
program and dick OK.

6. Examine the file contents as needed. Perform activities allowed by the
native application such as saving or printing the file. Do not attempt to
change the file.

7. When finished close do not save the native file.

c View a file in Native Viewer

To view a native file in the Native Viewer tab Case Documents on page

1. For a selected record open the Native Viewer tab as explained in Accessing

47.

2. If needed click View on the tab to synchronize native files with case
records. Note

- If the file exceeds the allowed file size a message will alert you to open

the file using the native application Close the message and click the

native file button in the tabs toolbar button icon represents file type
0such as
for Word files.

- For files that do not exceed the allowed size the file will be downloaded

and displayed on the Native Viewer tab. A progress meter in the status
bar will indicate download details similar to the following example

Do nI Je ý3J 1r _ GJ ýb ___ ýE

Download rate depends on system resources.

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1PRO Eclipse Case b cument Details Pane Quick Reference

d Viewing search results and highlights

To navigate through highlighting in the Native Viewer tab
1. For a selected record open the Native viewer tab as explained in Accessing C c LcuMcnts on page

2. Select a view Normal Draft or Preview

To check the persistent highlighting that your
administrator has configured select
Highlighting and review the names uarced Terms

If you have any questions about evaluating/ r Ucense detail
using persistently highlighted content
rinan paýies
con-tactyour administrator. xarr -IiS

4. Scroll to see highlighted content or click the

highlight arrow buttons to navigate through highlights. This can be very
useful when evaluating a spreadsheet.

e Copying Native File Content

To copy file content displaying in Native Viewer

1. For a selected record open the Native Viewer tab as explained in ýcr essirig Case DocL_uments7 on
page 4 7.

J2. Locate the text to be copied. See i cJ \ t Tile iii N it on page 67 for tips.

3. Select the content to be copied then right-click and select Copy.

TIP For a large amount of text double-click the first term then shift-click
the I ast term of the content to be selected.

4. Paste the copied text as needed

- Paste into a field in the coding form you are using by clicking in the field
and pressing CtrlV.

- Paste into an appropriate file using CtrlV or file-specific command

f Printing from Native Viewer

For a selected record open the Native Viewer tab as explained in
Accessing Case Documents on page 47.

Select Preview mode to view the margins flow of the document with default settings and
highlighting in the file which may include persistent highlights search results and/or

results from finding content within the page.
TIP If needed select Highlights and clear items you do not want to print.

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P.O Eclipse Case Document Details Pane Quick Reference

f Printing from Native Viewer

3. On the tabs toolbar click
4. In the Print dialog box

- Click Setup to select a printer and printer-specific options.
- Click Options to define page options such as font type/size and header

text. Note the header text includes the job name which can be

custom-izedand page number.

- Complete additional details in the Print dialog box and click OK. The
native file and highlighting if it exists will print.

g Creating an Image File TIFF on the Fly

Overview about TIFF on the Fly
Ipro Eclipse allows you to create image files for case documents through the
use of the TIFF on the Fly feature in the Native Viewer tab. Note

Only users who are given the appropriate permission can use TIFF on the

Fly.

You cannot create an image file if one is already defined for the selected record. The TIFF on
the Fly toolbar button will not be available if an image exists.
The image file is created from the file that is displayed in the Native Viewer tab. Some
formatting may differ for example a lined table may not
include lines.
One image file is created for each page comprising a document.

h Create image file

This procedure applies only if image files do not exist but native files do. If
you have sufficient permissions create the image files as follows

For a selected record open the Native Viewer tab as explained in
Accessing Case Documents on page 47.

2. If you have a color preference for the images to be prodpced and the
native files include color dick - next to the TIFF button and select either
Black and White or Color. This setting will remain in effect until it is

changed again. The default setting is black and white.

2.3. Click This button will be available only if an image file is not already

defined for the record.

After the file is created the button disappears for the currently selected
record. TIFF image files are created and placed in the images folder that is
defined for the case.

4. Click the Image tab to view the newly created image.

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IPRO Eclipse Document Details Pane Quick Reference

Working with Production History

a Overview

If documents are produced in Ipro Eclipse Administration they will automatically be included in
Ipro Eclipse unless your administrator produces the documents without the Update Production
Table option.

b Viewing Production Documents

To view production documents

1. For a selected record open the Production tab as explained in Accessing
Case Documents on page 47. Note

If only one production document set is available the production image
from that set will display.

If multiple document sets exist then by default the first time you access the Production
tab the production image from the first most recently produced set available will
display. If no image is available in that set then Ipro Eclipse will check subsequent
document sets in order by date and display the image from the first set containing a

production image for the selected record.

A message will display if no production image is available from any pro

duction set.

2. Optional Select a FN21133 E accLct on document sets
different document set

from the list in the

Production tab Product cr
your administrator.
toolbar. I f you have
any questions about
the listed document sets contact

3. Scroll as needed to view all of the first page of the document. Continue
with the remaining steps as needed to view all content.

4. Click -to access magnification options and take any of actions shown

in the following figure to enlarge or reduce the image size.

nnCk/
Mdyr 1111

Mole

ldagnifeI vF r to nt11hP1h1
Plfccrr

ZUIA

5. Use the rotate buttons and to turn the image 90 degrees right or

left.

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IPRO Eclipse Case Document Details Pane Quick Reference

b Viewing Production Documents

6. To view pages in a multi-page document use the navigation bar in the
Production tab as shown in the following figure.

Eclect a opecifc ota r- _a
aagcý
Pa9F a7 13

ýuriont rago P fcr usýravi -Iaýt
page
mace aý in View page

Printing Production Images

a Overview about printing

Ipro Eclipse allows you to print contents of the Production tab. Various printing options exist
such as including a slip sheet. To print a production image follow the instructions in this section

b Print production images

To print production images tab as explained in Accessing

1. For a selected record open the Production
Case Documents on page 47.

2. Select the production set of interest and then dick

3. In the Print dialog box Options tab select the needed printer and paper

source.

4. To evaluate the size of the print job dick Calculate. The total number of
pages displays to the right of the button.

5.

A slip sheet can serve as a cover sheet for your print job. To define a slip
sheet click the Slip Sheets tab and select the content to be included

6. To include document content field data tag information or custom messages in the header
and/or footer of the document being printed.

7. When all aspects of the print job are defined click Print. If a color printer
is being used all colors will be maintained.

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