After sifting a document in LegalSifter Review, users can export the Sifted document to Microsoft Word. Users can also select whether or not to export the Missing and/or Found Sifters. The exported document will include any tracked changes and comments created while editing in the LegalSifter Review application.
Users can export a Sifted document from both the Documents Page and the Sifted Document viewer page.
Exporting from the Documents Page
Check the box next to the Sifted document(s) you want to export, and then click the Export button on the top of the page, or select Export from the Actions drop-down menu found on the right side of the page for the relevant Sifted document.
Exporting from the Sifted Document Viewer Page
A user can export a Sifted document from LegalSifter Review to Microsoft Word by clicking on the Export button on the top toolbar of the Sifted Document Viewer Page. When a document is exported to Microsoft Word, all edits made to the Sifted document in LegalSifter Review will be displayed as tracked changes, and 2) all comments made in LegalSifter Review will be displayed with the names of their authors.
Note: You must edit the Microsoft Word Review settings to show track changes and show comments to view redlines and comments.
Exporting with or without the Missing and Found Sifters (and the General Advice, if applicable)
So long as an organization has not disabled the user's ability to export the Missing and Found Sifters and the General Advice, a user may decide whether to export this information to Microsoft Word.
Exporting with ALL Missing & Found Sifters and General Advice
Check the Missing and Found boxes (and General Advice box, if applicable) in the top bar of the Sifted Document Viewer Screen.
Click the Export button located in the top right-hand corner of the screen.
Note that all tracked changes and comments will be exported.
Exporting with ONLY Found Sifters
Uncheck the Missing box and check only the Found box in the top bar of the screen. *Uncheck Found box if you wish to export only the Missing Sifters.
Click the Export button located in the top right-hand corner of the screen.
Note that all tracked changes and comments will be exported.
Exporting with ONLY Tracked Changes and Comments
Uncheck BOTH the Missing box and Found box in the top bar of the screen.
Click the Export button located in the top right-hand corner of the screen.
NOTE that a user may dismiss or add individual Sifters to the Sifted document by checking or unchecking the box next to the relevant Sifter's name in the Sifter Summary on the far left side of the Sifted Document Viewer Screen. By doing this, a user can choose only specific Sifters to export to Microsoft Word.