[blindlaw] Document Review - Using Excel with Doc Review Platforms

[Elizabeth Troutman]

Hi all,

My apologies for the delay in this. Attached is an explanation of how to use Relativity to generate an excel file for the purposes of document review. A sighted user has to create the excel, which is annoying I realize. But, once the excel is created, you can review the documents, view notes taken by other attorneys/paralegals, and make your own notes. Then you can have the sighted person feed the excel back into Relativity and your notes appear the same way that others would.

I have them link the documents right into the Excel file so that I just hit "Enter" in the appropriate cell to open the document. If you have the latest version of Adobe, the OCR that Relativity does should allow you to read the document. Another way to go is just by getting the native files separately and looking them up by Bates numbers. I usually do the initial read through excel and then pull out the more important documents to convert to Word for more in-depth reading.

I hope this helps!

Elizabeth

Elizabeth Troutman<http://www.brookspierce.com/our-people/attorneys/elizabeth-l-troutman>

[cid:image002.jpg at 01D24EDD.4D903100]<http://www.brookspierce.com/>

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