New Features:
Added ‘OCR Wizard’ utilizing RecoStar and Tesseract OCR engines
Added ‘Create PDFs Wizard’ for creating searchable PDFs using OCR engine
Added ability to create and save projects
Added ability to auto-save projects on a time based interval
Added ability to set field data types (text, memo, date, number, etc) during import process
Added ‘Manage Fields’ wizard for modifying fields and setting export masks
Added preference to parse Summation field data types or import only as ‘Text’
Added option to specify the ‘DOCID’ field when exporting load files
Added page level information: TIFF Compression, Width (in.), Height (in.), DPI
Added wizard for ‘Import Text Files’ to associate image sets with text files
Added ability to overlay images, text, and/or natives to documents already imported
Added record number output (;Record 1) for Summation load file export
Added ‘Open Output Folder’ links to wizards generating output
Added ‘Path Editor’ for globally editing existing document paths
Added advanced numbering to import wizards with identifier preview
Added preference to disable Page Rows in grid to improve performance/memory usage
Added ‘Memo’ as field data type to improve performance/memory usage
Added ‘Output bad records’ when importing delimited text files
Added check resources option when importing delimited text files
Added ability to parse multi-page and single-page files from a Summation briefcase
Added prompt to save project file when closing application
Added ability to create and delete custom fields using ‘Modify Fields’ dialog
Added ability to set the internal ‘DOCID’ field to a custom field
Added export mask to Number, Date and Boolean fields to change output format
Added page timeout to config settings for RecoStar OCR engine
Added project name and save status to title bar
Added ‘Link In Place’ option when exporting delimited text file
Created 64-bit version – available for download by request
Wizard for ‘Import Delimited Text’ can now populate new fields (useful for importing a “tag list”)
Wizard for ‘Number Documents’ can now track counters by their unique prefix
Wizards for importing Images, Text, Native and Load Files are more streamlined

Important Changes:
Changed folder browser in Wizards to sort alphabetically
Improved warning messages generated by various wizards
Improved error handling in ‘Import Delimited Text’ wizard
Improved remembering last folder paths for folder and file chooser dialogs
Improved drag/drop functionality to remove lock in Windows Explorer
Improved support for creating output with JPEG2000 and JBIG2 options
Improved display of various document and page count numbers
Improved document and page counts in status bar for grid when document set is filtered
Improved ability to sort by field data type in grid
Improved editing fields in grid and metadata panel by data type
Improved ‘Batch Update’ dialog, can search/replace during update and propagate to family
Improved validation of documents during and post import
Improved ability to check for duplicate pages across all imported documents
Improved ability to hash image, text and native files separately
Improved license check with new folder config setting and silent fail option
Improved reading ‘@D @V’ when improperly formatted for Summation DII load files
Improved memory usage and stability throughout application
Improved numbering by prefix
Improved ability to auto-detect file encoding
Improved ability to auto-detect field data types when importing delimited text
Fixed status bar display when document count 6 digits or more
Fixed sensitivity in Find/Replace dialog
Fixed issue where grid disappears under certain circumstances
Fixed crash with toolbar when application left idle for long duration
Fixed numbering documents when value is only in prefix field
Fixed crash with ‘Trim Documents’ wizard when modifying bounds
Fixed project 0kb by saving to temp file first under certain circumstances where saving fails
Fixed rare crash caused by splash screen
Fixed display of installed licenses, added reminder expiration reminder dialog
Fixed grid filter if count is zero after deleting records
Fixed various tab orders in dialogs and wizards

Note that the above list is not a comprehensive list, but includes more of the important changes we’ve made since the last release in October.

Going with the recent changes made in v3.5, we’ve further improved the import delimited text wizard. For starters, if you’re importing a rather large file – you’ll no longer have to wait for the preview pane to load. We’ll now show you the first 500 records, and there is an added checkbox for displaying the remainder.

Secondly, we now support importing the parent identifier or group identifier as a field from delimited text files. Utilizing this feature will allow you to generate attachment identifiers, attachment ranges, and other parent/child relationships. We already support importing and exporting family information from Summation DII load files, EDRM XML load files and IPRO LFP load files.

Need to view the family association for a document? Use the Document Family panel, as seen in the screenshot below.

Utilizing the family view, you can see all of document’s family associations. Clicking on any particular document will show the document in the grid view, so you won’t get lost. Further, we’ve added two new internal fields to the grid: PARENTID and GROUPID.

Regarding document browsing, we’re (finally) introducing file icons to the grid display. Icons will be pulled based on image type (i.e. TIF, JPG or PDF) and in the case of native files, icons will be shown for the most common file extensions. We’re pulling this information from your metadata – most commonly, your native file path.

As you hover over file icons in the refreshed grid, you’ll be able to click to open the native file. By doing so, the file will open in their respective application on your computer.

The last feature we’re going to discuss in this blog post – exporting text files. Using the ‘Export Documents’ wizard, we’ve added a new option for outputting text files. The screenshot below identifies the set of available features

You can choose to either export the text files in place with your images (if you’re exporting images) or, alternatively, specify the folder and file name structure. Further, you can force the output encoding to ASCII, UTF-7 or UTF-8. Finally, an option was added to create blank text files for documents without text and to specify a margin allowing you to wrap lines at a specific column.

We’re working hard at the next release – which we will cover here. If you have suggestions or ideas for future releases, drop us a line using our contact page.

In prior versions, during the import process, you would specify the field from your CSV/DAT file that would “link on” to the document identifier in the grid. We did not provide a method for you to change the field to link on in the data already imported. In the screenshot below, you can see we added an option to specify the “Link Field” – this is populated from all the fields available in the main grid display.

If you’re familiar with the old wizard interface, you’ll also notice we’ve cleaned up the display quite a bit. At the top, you can determine whether you want the wizard to add “new documents” or error if it is unable to link-to existing documents. You’ll also see the “Queue” – this is populated based on the number of documents already in the grid display. In case there is a filter applied, you can glance at the numbers listed there which indicate the available set of documents being updated.

Appending your import to data already in the grid is also a bit more streamlined – you can specify the separator field now. Further, if the value you’re appending is the same as the current value – that data won’t be added, preventing duplicate information.

Finally, one common request we’ve had is to allow duplicate entries to be processed from the delimited text file. In the past, if a document was listed two or more times in your import CSV/DAT file – only the first instance of that record was updated. This was a conscious decision, allowing the import process to read the data in and update the grid faster. We now allow you to decide if you want the duplicates to be processed. Benefit of doing so, combined with the append feature, allows you to keep multiple entries and different updates from your import file.

Using ReadySuite, you can now import a Trial Director load file (OLL) and export it to any of the supported formats. As with other supported formats, verification options like checking all referenced files exist can be ran against the OLL file. Adding support for the OLL format lets us provide a neat package for preparing your images and OLE records for trial. As described in an earlier post, ReadySuite supports numbering exhibits for trial and exporting multi-page images to single page (tiff/jpeg).

We’ve made some significant enhancements to the Import Delimited Text wizard, adding the ability to automatically detect the qualifier, delimiter and file encoding. If the detection fails, you can still manually specify the correct settings or choose from a list of common combination’s. Additionally, we’ve incorporated support for reading tab-separated files (tsv) with a bit more ease.

Additional options have been added to the endorse and stamping process. Originally, users were given the option to add white space to the top and bottom of pages only. We’ve now included the ability to add more white space to the left and right side of pages. This is an important option to have as endorsements can run vertically down and up a page.

Along with more control over added white space, you can now specify if you want to maintain the original page size or allow the page size to be extended. For example, if you’re adding 0.5” to a page that is already 8.5” x 11”, you can choose to keep it at the original size or allow it to extend to 8.5” x 11.5”. Other options now allow you to adjust the margins in each of the nine quadrants, allowing endorsements to be closer or further from the edge.

Lastly, we’ve updated the export process to allow images to be endorsed on the fly. Previously, the endorse process would override an existing image set.

Head over to the download page to check out these new features and let us know what you’d like to see added or changed in a future release using the comments box below.

First up, we’ll highlight how we’ve improved the import of delimited text files. One of most requested changes by our users was to allow new records to be created by this process. Previously, you had to link the delimited text import with an existing record (i.e. native and/or image based document). The benefit here was we could tell you which documents were “un-linked” or not found. Now you can add the record as a new document if it can’t be linked. If you don’t need to add these as new records, the option to generate a warning is still there.

We’ve also implemented an update-mode if the record already exists. You can choose to replace an existing field value or append the new value to the existing record. For example, if you had a field named PRODRANGES with the value “ABC001-ABC002” and a delimited text file with a PRODRANGES field having the value of “DEF001-DEF002”, the append mode would combine the values to be “ABC001-ABC002 DEF001-DEF002”.

Additionally, you can now choose to repeat the value of a field during the import delimited text process. If a field is marked to have its values repeated, any empty values will be replaced with the previous non-empty value. If you’re importing a FOLDER field whose value is only entered for the first document inside that folder, but you need it repeated for each document inside that folder, then mark the field to be repeated. The folder information will be re-used for each document until a new folder is encountered.

Moving on to exporting delimited text files, we’ve added the ability to export page records. When setting up the delimited text export, you can simply check a box to export all the pages or images in a document. Page level fields, such as filename, page number, folder and color status will be available. Document level fields will simply be repeated for each page in the document.

Group fields are now available to the delimited text export in addition to the EDRM and DII exports. This feature allows you to specify two or more fields to be “merged” on export in the event that one field does not have a value. This is useful if you have three fields called Author, From, and Creator but you only need one export field called Author. Based on the order you add the fields to the new group field, the first non-empty item will be used in the export field.

For those users who want to merge two or more fields together regardless of any existing data, we’ve added that ability to the Batch Update dialog. For example, if you want to merge BEGPROD1, BEGPROD2, and BEGPROD3 into a BEGPRODS field, you would use the following syntax:

${META:BEGPROD1}; ${META: BEGPROD2}; ${META: BEGPROD3}

Don’t worry if the above is confusing: we have an easy-to-use field picker to help in the process.

The changes highlighted in this post are also being provided to our ReadyConvert users, among other bug fixes, free of charge. ReadyConvert is our free load file verification and conversion tool used by many litigation professionals.

Our next blog post will focus on overall stability improvements and important changes to the document grid.