Minimum Software Version8.14.0
Solution(s)Cases International ✓ Cases US ✓ Institutions ✓

The trial bundle streamlines the trial process by providing a structured and readily accessible collection of all the relevant documents for all parties involved. In order to export exhibits as a trial bundle, you need to create a collection and add the required documents. Once the collection is ready, it can be exported.  

Prerequisites

To perform a direct download of single or multiple documents that have been processed into pdf format on upload, a user must have the Download documents capabilty.

To access the Export menu, a user must have the Export documents capability.

Initiating an export

  1. Select the 3-dot (kebab) icon next to your chosen Collection.
  2. Select Export from the menu.


The export dialog is displayed and is used to configure the format of the export to be generated.

  1. The collection name is prepopulated.
  2. Choose from the options described below and select Export.
The tabs available depend on the content being exported, for example the transcript settings are only be displayed if transcripts are included in the selected content.

The tabs on the left side of the dialog separate the configuration options into the following sections:

Document Export Options - Overview

Section

Tab 

Explanation

Export settings

Overview

Settings related to top level options for the entire export. These include export name, format and whether contents and cover pages should be included.

Export settings

Annotations

Settings related to annotations that may have been made on the documents being exported. You can configure which annotations to include and how these annotations should be shown on the export.

Export settings

Related content

Allows configuration of related content to be included alongside the content selected for export - this can include documents in the same family or documents which are linked FROM the selected documents to be exported.

Export settings

Zip export settings

If a .zip format export has been selected in the Overview tab, this tab contains settings related to the format and naming of files in that .zip file and whether to include sub folders to retain the folder structure or export the documents in a single folder.

Documents

Document Settings

Settings related specifically to the documents being exported such as stamps to include. Note that these settings will not apply to any transcript files selected as part of the export.

Transcripts

Transcript Settings

Settings related specifically to any transcript files being exported, such as inclusion of time stamps and word index. Note that these settings will not apply to any non-transcript files in the export.

Transcripts

Advanced settings

More detailed settings related specifically to any transcript files being exported, including layout and annotation appearance.

ReviewReviewDisplays all currently configured settings for review before performing the export.

Tip: You have the option on the tab to save export templates. This prevents you having to select all the same options over again if you want to repeat a particular export.
To see a detailed explanation of the export settings in each of the above sections, go to Export settings reference.
  1. You see a message stating An export for {your export name} has been requested.
  2. You receive an email telling you that your export is ready to be accessed.

Generating and Accessing Exports

  1. To access your generated exports, select Exports in the Project dropdown menu.

  1. The exports screen shows a filterable list of all generated exports available for download, along with their associated status in the Export progress column.

    Export progress - Status Definitions

    StatusExplanation
    Export requestedThis is the initial stage when the export request has been sent to trigger an export.
    Export analysisThis stage is when the export is determining what data it needs to retrieve to fulfil the export request. The progress bar increments as this step proceeds.
    Export generationThis stage is when the export process is generating the export. The progress bar increments as this step proceeds.
    Export downloadWhen an export has completed, a download button becomes available. Clicking it downloads the export (either ZIP file for Zip Archive exports or a PDF for Single page exports).
    Export errorIf an error has occurred, the export status displays that an error has occurred.
    Download exportThe export has completed. Select the Download export button tol download the export into the your browser's default downloads folder.
    1. From the Exports page, click Download export.
    2. Your export is downloaded to your browser's default download location.


Related articles

Downloading documents and files

Exporting documents or original files