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Creating a complete production package consists of multiple steps. Below are all the links and material needed to successfully create your own package of produced documents.
Creating Load Files or Hyperlinked Excel
Load files are used for the receiving parties to load your production into software. The universal load file format is a Concordance dat.
A hyperlinked Excel is used to review documents outside software. Including the Excel with the documents allows the users to filter and sort through metadata wile also providing a clickable link to open the corresponding document.
The option to produce documents in their native format.
The option to produce documents as PDFs excluding exceptions like multimedia, or non-imageable formats.
Getting your new production out of Discover.
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