Starting an Export:
Exports in Indexed IO are handled by following our easy to use export wizard. To begin, navigate to the export tab and click "Add Export".
The wizard will open and guide you through the rest of the process.
Select Your Data:
First, start by giving your export a name. From there, select the collections you want included, and apply any tag filtering. By default container files will not be exported. If you want to include container files you can tag them, then select the "Containers tagged with" box under files types and enter the tag. A summary of resources, pages, and size for your data set will be displayed at the bottom. Once you've selected all of your data, review any warnings at the bottom of the page, check the confirmation box, then hit continue.
Choose the file types you want included. You can choose any combination of PDF, TIF, TEXT, NATIVES, or NATIVE PDFs (NATIVE PDFs are the unbranded, original size PDFs that are made durring processing and displayed in the document viewer. They are provided at no additional cost). Selecting either PDF, TIF, or both types will be billed as an image export. Selecting any combination without either PDF or TIF is billed as a Native export.
If you've selected PDF or TIF images, you'll also need to choose a color setting. You can choose Black and White, Full Color, or enter a tag for the items you want in color.
If you've selected Native files as well as an image type, you'll also need to choose whether you always want them, or only want them for placeholder'd files. Selecting Native files without an image type will always give you all of the files.
Moving down the page is the placeholder section. Choose whether to place holder spreadsheet and/or presentation files automatically, or enter a tag for items you want to place holder. You can edit the place holder text below these options.
Lastly, choose your load file type.
The Basic Production includes information like bates numbering, dates, and file locations.
The IIO CSV includes our internal ID numbers as well as all available metadata/file locations/bates numbering.
The 'SEC' format is modeled after the recommended requirements published by the SEC.
The 'Relativity' format is modeled after the recommended requirements published by Kcura.
If you want to customize your load file fields, delimiters, date formats, or anything else, you can do so by clicking "Create your own custom format" or by hitting edit next to an existing custom load file.
NOTE: Please review your production load file prior to providing to third party or opposing side(s) to ensure you are delivering the correct data and not inadvertently providing information that may be privilege or confidential. If you have any questions about load files please contact email@example.com.
Start this step by deciding if you want the bates number in the bottom right, center, or left. By default it will be in the bottom right. You can enter text in the other fields in order to apply additional endorsements such as "Confidential", "Attorney's eye's only", etc. If you want to endorse records based on a tag, refer to this article.
Next, choose if native and native PDF files will be renamed by bates number, or if they'll use the original native path structure and file naming.
Lastly, choose your bates prefix, delimiter, start value, and zero padding. You can also choose how many files you want in each directory, which by default is 1000.
The last step will give you a summary of the settings you've chosen and a final resource/page/size count. Review your choices, then hit Start Export.