Image Profiles

Use the Image Profiles page to define the settings used when converting a native image to an image.  A profile can contain default imaging options, as well as options set for application (such as Microsoft Excel) or category of document (such as spreadsheet).

 

To view the Image Profiles page

  1. Click Review > Productions & Exports > Image Profiles.

To add an image profile

  1. On the Image Profiles menu bar, click
  2. On the Image Profile section, do the following:
    • Name: Enter the name of the image profile.
    • Mode:
    • Matter Scope: Select matter where this profile is available (either the current matter or all matters).
    • Repository Scope: Select repository where this profile is available (either the current repository or all repositories).
    • Slide Comments and Speaker Notes: (Apply only to PowerPoint documents) Select from in include (On), exclude (Off) or added to the end of the image (Append).
    • Show Hidden: Select to display hidden content.
    • Track Inserts:
    • Track Deletes:
  3. Click Save.

To add imaging options to an image profile

  1. On the Image Profiles section, locate and click the profile you want to receive an imaging option.
  2. In the Image Profile section, click Add Option.
  3. On the Add Image Options window, do the following:
    • Document Type: Select if option applies to an Application (name of application) or Category (document type).
    • Application Doc Types: Select if Application was selected as the Document Type.
    • Category Doc Types: Select if Category was selected as the Document Type.
    • Image Types: Select the format of the image.
    • Option Type: Select from the following tabs.
    • Imaging: Apply to image of the document.
    • Slipsheet: Create a single page placeholder for the document.
    • Export Natives Override: Select to override exporting the native file when converting an image.
    • Max Pages (Imaging only): Select the maximum number of pages of the document to be converted to an image
    • Layout (Imaging only): Select either Portrait or Landscape.
    • Depth (Imaging only): Select the dpi (dots per inch) of the image.
    • Colors (Imaging only): Select the color of the image, either Black and White, Grayscale, or Color.
  4. Click Add.

To edit an image profile

  1. On the Image Profiles section, locate and click the profile you want to edit.
  2. Update the Image Profile section accordingly.
  3. To update an imaging option, do the following:
  4. Default Options section

    • Click the Action icon and select Edit, then edit the Default Options section accordingly.

    Spreadsheet section

    • Click the Action icon and select Edit, then edit the Spreadsheet section accordingly.
  5. Click Save.

To clone an image profile

  1. On the Image Profiles section, locate the profile you want to clone and click its Action icon.
  2. Select Clone.
  3. Note: All information about the annotation profile (expect the Name) appears in the Image Profile and Imaging Options sections.

  4. Enter an image profile Name and update the Image Profile and Imaging Options sections accordingly.
  5. Click Save.

To delete an image profile

  1. On the Image Profiles section, locate the profile you want to delete and click its Action icon.
  2. Select Delete.
  3. On the Delete Confirmation window, click Delete.
  4. Click Save.

To delete an imaging option

  1. On the Annotation Profiles section, locate the and click the profile with the option you want to delete.
  2. In the menu bar of the Imaging Option you want to delete, click the Action icon ans select Delete.
  3. Click Save.