Promoting Documents

An export (or promotion) is the data that has been processed during import, culled (for example, by using a filter or a search), and is now available for transfer into a Review matter.

To promote documents to Review

  1. On Cull Document List, select the documents you want to promote and deduplicate as desired.
  2. Click Promote.
  3. On the Promote dialog box, complete the following sections:
    • Note: Click Next and Back to move between sections


    • Enter a Name for the export.
    • Select a Output Format from the following:
      • Review
      • CSV
      • Concordance
      • Summation

The Export Details page displays the status of the promotion.