Within the Review portal, you can export files in native format or a file list without having to use the export wizard. This export will create a CSV file with item list details maintaining the current column layout. Additionally, users have the option to utilize the export wizard to create images and load files with specific parameters. 

Elements of Exporting

To export Grid to CSV format:

1. In the Grid, Right-click on the file list.
2. Click Export to CSV.

The CSV export will begin but the operation may take some time to complete depending on the file size.

You can export files that you find in an investigation to process and distribute to other parties. For example, you can export files that may need further review by external resources.

You can click on   to access the Export Wizard.

To export using the export wizard:

1. In the Grid, click the Export  button.
   • The General section in the Export dialog will be displayed.
   • Specific to an open case, Previous Exports will be displayed.
2. Provide the export file Name.
3. Provide the file location Path where the exported file(s) should be stored.
4. Select the labels for the Export Labels field, only the files with these selected labels applied will be added to the exported file.
5. Select any one of the below-provided Export Types: 
   • Native – To export the files into their original file type.
   • Load File – To export the files in a load file format.
   • AD1/L01 – To export the files in AD1/L01 file format.
6. Enable the following option based on your requirements:
   • Generate Exclusion Report – To generate a report consisting of the details related to the files that were excluded from the exported files list.\
   • Save as Template for FTK Connect - To save specific export options as a template and use it within FTK Connect.
   • Copy from Previous Export – To reuse existing export parameters from a previous export.

7. Select the Export Parameters.

8. Click Next.

Note:  The templates created using this option can be selected only during FTK Connect exports

You will be navigated to the next section based on the selections made for Export Types and Export Parameters fields in the next section.

Note:  These configuration options will only appear if AD1 was set as the Export Type within the General export wizard configuration.

To configure AD1 options:

1. If required select Organize by Custodian.
2. When this option is checked, associated outputs will be stored in folders named after a custodian(s).
3. If required select Exclude Child Objects.
4. Select any of the following options for Email Contained in PST/OST/NSF.
   • Output message in PST/NSF
     1. New PST – This option is recommended when there are only a few files present for export. 
     2. Reduced PST – This option is recommended when there are a large number of files present for export.
     3. Smart PST – Upon selecting this option, the application will calculate the number of files and selects the best option (New PST or Reduced PST) to perform the operation with faster results. 
        1. Run ScanPST before Reduction - Upon selecting this option, the application will attempt to recover and fix the structure of the corrupted PST files.

Note:  The Run ScanPST before Reduction option will be displayed only when the Smart PST or Reduced PST option is selected.

• Output Messages as individual MSG files.
• Output Messages as individual HTML/RTF files.

Note:  When creating AD1 exports, the Estimated Export Size is shown in the summary page. This information may take some time to load depending on the size of the export.

• By default, the compression level will be set to 6. 
• A compression level of 0 will have no compression.
• A compression level of 9 will have the highest level of compression. This will create the smallest file but will take the longest to create.
   

Note:  These configuration options will be displayed only when the Native or Load file option is selected for the Export Types field in the General section.

To configure native file options:

1. Select Exclude Export Labels.
2. Select Exclude Export Categories.
3. Select any one of the following options for Email Contained in PST/OST/NSF.

• Output message in PST/NSF
  • New PST – This option is recommended when there are only a few files present for export. 
  • Reduced PST – This option is recommended when there are a large number of files present for export.
  • Smart PST – Upon selecting this option, the application will calculate the number of files and selects the best option (New PST or Reduced PST) to perform the operation with faster results. 
    1. Run ScanPST before Reduction - Upon selecting this option, the application will attempt to recover and fix the structure of the corrupted PST files.

Note:  The Run ScanPST before Reduction option will be displayed only when the Smart PST or Reduced PST option is selected.

• Output Messages as individual MSG files.
• Output Messages as individual HTML/RTF files.

Note:  These configuration options will only appear if the Load File option was selected within the General export wizard configuration.

To configure load file options:

1. Select a Load File Name.
2. Select a Load File Format.
3. Select all files to be included in the load file. 

Note:  Alternatively, you can select any of the Default Templates present at the bottom of the page:
FTK Central Export Template
FTK Central Email Export Template
Relativity Export Template
Relativity Email Export Template
Direct Relativity Export Template
DOJ_CART Standard
MQ-LTemplate

To save a load file template:

1. Select the fields you want included in the load file.
2. Click on the Save Template button.
3. The Save Template pop-up is displayed. 
4. Provide a template name.
5. Select any of the below options:
   • Private – The load file template will be made accessible only for the user who create it.
   • Public – The load file template will be made accessible by all users with export permissions.
6. Click on the Save button.

Note:  You can update and overwrite the user created templates but cannot save over a system default template.

Note:  These configuration options will only appear if Export Images was selected within the General export wizard configuration.

To configure imaging options:

1. Select Image/General configurations.
2. Set any other configurations: 

General:

• Exclude labels
• Excluded Categories
• File format
• Page format
• Placeholder images for missing images
• Other options
• Normalize images
• Produces searchable pdf

Branding:

• Watermark
• Header/Footer

Spreadsheet:

• General Excel Imaging Options
• Page
• Printing
• Formula Substitutions

Word

• General Word Imaging Options
• Formula Substitutions
• Page

Note:  These configuration options will be displayed only when the Export Text option was selected within the General export wizard configuration.

To configure text options:

1. Select Export Priority.
2. Select OCR Text Encoding.
3. If required, select OCR documents without extracted text.
4. Choosing this option will evaluate each item for the existence of text content, if none is found, the document will be OCR’ed.
5. If required, select OCR Redacted Images.
6. Choosing this option will OCR images that have been redacted.

To configure numbering options:

1. Verify the Volume Sample.
2. Configure the File Name by selecting a field in the first list. This cannot be empty.

• New Production Doc ID
• Original Doc ID
• Original File Name
• Original File Name with Original Path
  • If this option is selected, the preceding lists will be disabled.
  • Additionally, Volume Partition Options, Folder Options, Sort Order and Document Numbering Options will be disabled.
  • Organize By Custodian can be toggled when selecting Original File Name with Original Path. When this option is checked, associated outputs will be stored in folders named after a custodian(s). 
• Alternatively select any other columns fields.

3. If required, select a delimiter option followed by an additional file name column field value.
4. Select Volume Partition Options.
5. Select Folder Options.
6. Select a Sort Order.
7. Select Document Numbering.

• Independent Document and Page Numbering.
• Number by Document with Page Counter Suffix.
• Number by Page.

    Click Run Export to start the exporting process.