New & Improved Export Templates

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Our team of industry experts has created a library of templates available for users' most common data exports.  

REVIEW TEMPLATES:

Access your Review export templates by clicking SETTINGS > Export/Exchange.

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PDF Export: PDF of documents with an index  

Privilege Log: Index of privileged documents

Production: Images, search text and index of documents based on ESI standards

Work Product: Index of work product coding

 


 

PREP TEMPLATES:

Access your Prep export templates by clicking MORE > Settings > Export/Exchange.

screencapture-rightscale-account1-staging-nextpoint-case-2430002-general_settings-export_exchange-2018-09-18-17_26_55.png

PDF Export: PDF of documents with an index  

Timeline: PDF of documents with a chronology index

Work Product: Index of work product coding

* Databases created on September 19, 2018 - present will have the new templates available for use. Users have the option to create additional templates.

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