Exporting Data

The export data function in Nebula creates a non-production of the documents in the Document List. You can review the Review Export details and Output Tasks.

To create an export without production

  1. Open a Document List containing the documents you want to export.
  2. On the Review Document List, click the Action icon and select Export without production.
  3. On the Export Without Production dialog box, complete the following sections:

    4. Note: Click Next and Back to move between sections.

    Configuration

    Configuration

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

    Output Folder

    • Select the Charset (character set for encoding the metadata and text files of the export.)
    • Enter the Output Folder (the location of the export).
    • To create a zip file of the download of the export, select Create Zip.
    • Include: Select the items included in the export from the following:
    • Natives
    • Text
    • Images
    • Export as PDF
    • Endorsement Profile: Select a profile to apply endorsement to the printed document images.
    • Markup Set: Select a markup set to be included in the Export. (Either Natives or Images must be selected to Include for this be to available.)
    • If you want to include highlights, select Include Highlights.

    Metadata

    • Select an existing profile, or clone or add a new profile.
    • Enter the Name for the non-production export and select its Scope. (Selecting Matter or User enables you to export coding fields.)
    • Select from the AVAILABLE FIELDS list the metadata to include in your profile view.
    • Click Save.

    Options

    1. Select or enter the Date Format.
    2. Select or enter the Time Format.
    3. Select the Time Zone for the metadata (defaults to the time zone when the matter was created.)
    4. (Supuser only) Select to Distribute Exports across users. (If selected, complete the Distribution section).
    5. Select Save Export Image to save images in the database. Clear for non-production exports.
  4. Click Export.
  5. View the status of the export on the Export Details page.

The export will be saved on the Nebula network.