Introducing ReadySuite, Part 5 – Numbering

Document and page level numbering is the latest addition to our Introduction to ReadySuite series. This feature fits nicely with the discussed endorsing and exporting options. Utilizing the new numbering functionality allows users to re-brand existing image sets or create new production image sets. We let you easily create cross reference fields, use custom fields in the numbering scheme, and support a bates counter larger than 18 numerical digits with no limit in the prefix.

Page Numbering

In page-level numbering, we divide the numbering scheme into three parts: prefix, separator, and counter. Typically the prefix value is static in content; however, we allow you to use one or more custom fields when building the prefix. For example, if each document being numbered has a field called “ExhNo”, you can use the document’s exhibit number in the prefix of each document. The separator lets you specify a character to put in between the prefix and counter. If no separator is desired, leave it blank.

The counter field allows you to indicate the starting number to use and the amount of leading zeros to pad. Entering “001483” in the counter field will yield 6 digits for each document, starting at 1483 and incrementing by 1 for each page until the end. Additionally, we allow you to reset the counter back to its original starting value for each document. Utilizing this feature lets you number each page in a document separate from the previous document.

Exhibit Numbering

In the above illustration, you can see we’ve defined two documents each with a unique exhibit number. Using the exhibit number field in the prefix, with 0001 as our counter and allowing the counter to reset after each document, would yield the above starting and ending exhibit numbers.

Generating cross reference reports is just as easy. At the time of numbering, we let you specify or create new fields to indicate the previous starting and ending document numbers. For example, if you are re-numbering your review set to create a production set, you can save the starting and ending review numbers in fields ReviewStart and ReviewEnd respectively.

As we inch closer towards releasing ReadySuite, we’re looking for a few additional beta testers. Contact Justin Blessing if you’re interested in joining our test team.

Introducing ReadySuite, Part 4 – Exporting

Moving on with our Introduction to ReadySuite series, we’ll be discussing new features aimed at exporting image and loose native files. From the ground up, ReadySuite is designed to support various image formats including TIFF, PDF and JPEG. Image files can be in either single or multi framed format and added using load files and/or image folders. Additionally, loose native files can be associated with their image counterpart through a delimited text file. Along with these advanced import capabilities, users can now tailor an export designed to meet their delivery requirements.

export - output export - formats

First up is conversion among image formats. You can use ReadySuite to convert single-page images to multi-page images and multi-page images to single-page images. Images can be saved in TIFF, PDF, PDF/A or a combination of TIFF and JPEG/LZW formats. For example, you can import multi-page TIFF images with LZW compression and export to PDF with color intact. Do you have a need to save color PDF files to a combination of single-page TIFF and JPEG files? All these options are handled by the export wizard. A key feature for ReadySuite was to allow flexibility with image formats, for both imports and exports.

export - formats sm

Once the destination image format has been decided, we provide several options for the folder and file naming structure. For example, you can adjust the primary image folder to “IMAGES”, “IMG”, or leave it blank. ReadySuite gives full control on the naming convention. Image files can then be placed under an incremental folder scheme, allowing specified number of files per directory. For example, if you’re exporting 1,000 single-page images with 250 files per folder, folders “001” thru “004” will be automatically created. This is a very basic feature – but on the advanced side, we allow you to merge several fields together to create a directory structure of your choice. If you want image files to be placed under the custodians name and then under the original file extension, so be it. We extend this functionality to file naming. File names can be the original bates number or a combination of any custom fields.

export - naming

Do your delivery specifications require you to deliver multi-page images with the original Excel spreadsheets? We provide the capability to accomplish this task without manually deleting files and removing entries from load files. Our loose native export functionality allows you to specify document types to exclude or include from the export process. The same advanced folder and file naming options for exporting images can be applied to exporting loose native files.

export - loose native

Other export options allow you to specify the volume name, load file formats, and if the new documents should be added to the grid once complete. Next up, we’ll be discussing new features aimed at document and page level numbering.

Introducing ReadySuite, Part 3 – Redacting

In part 1 and part 2 of our Introduction to ReadySuite, we discussed new endorsement options. Now, we’re going to introduce ways to remove those endorsements, as well as other parts of images with our trimming and redaction processes.

There are two ways to batch-redact documents using ReadySuite. The first method allows you to trim an entire portion of a page. The second method allows you to redact a region on a page and fill it with a white or black background.

Redact Portion

For an example of the first method, you can remove 0.5” inches from the bottom portion of a page while maintaining the original page size. You can perform this operation on the top, bottom, left, or right sides. The amount to trim can be adjusted, allowing you to batch-remove 0.223” inches from the bottom of a page.

Redact Region

The second method to batch-redact documents is to select a region on a page and designate a fill color. We make this process easy for you with our preview control. To use it, enable selection mode, draw a region on the image, and we’ll translate those bounds into coordinates. Using this method also allows you to see where the redaction will occur on each page across all documents. For the advanced user, we offer options to manually input the start and end positions of the redaction area.

Redaction Preview

All pages are not created equally, therefore, applying document- and page-level filters allows precise control over which documents will be redacted. For example, if you have a field named “Production” with values of “Y” or “N”, you can filter for all documents with a production designation (“Y”). The page-level filters allow you to redact based on even or odd page numbers, being the first page only, or portrait and landscape orientation.

In part 4 of our series, we’ll go over new functionality allowing you to export images and native files.