Use a saved search for your document set, then download load files, images, natives, and text to securely share with an outside party.

Looking for a quick PDF export of search results? Try our PDF Download tool.

Creating Downloads

Project and Account Admins can create downloads.
Downloads are based on saved searches. Create a Saved Search first by clicking "Save" under the Search pane. You can "Lock" the search to prevent changes, and/or "Include family members" that didn't match the search criteria.

To create the Download from a saved search, go to the “Saved Searches” list and click the “Download” button next to the relevant search:

This will bring up the Download Workflow. See step-by-step instructions below:

Step 1 - Select files

Select a saved search

This drop down menu will list the saved searches made within the project. If you started a download from the Saved Search list, the search will be selected by default. You must select a saved search to initiate a Download.

Start from a download template

If you have saved a pre-existing Download template, you may select one here. Later, in Step 4 of the Download creation process, you will be given the option to save a new template for future use. Additionally, any download templates that were previously saved and shared across projects within your account will also appear here as an option.

Sort documents by

This will allow you to choose the order of your documents in the download. Filepath (a-z) is set as the default option and will ensure families appear in order, but you also have advanced custom sort options available to you. Here's an article that explains those options.

Family Inclusion

Include and group family members (checkbox)

Selecting “Yes” will pull in any family members of documents related to, but not currently a part of, your saved search.

Include culled family members (checkbox)

This will pull in any family members of documents in your saved search that were culled.

Step 2 - Load File Settings

Include load files in download (checkbox)

Choose whether or not to include Load Files in your Download. A Load File is a table of delimited information that contains metadata fields associated with each document..

Load file format

You can choose between CSV, DAT (Relativity or Concordance formatted), or .dii (Summation formatted) metadata load files, and between OPT or LFP image load files.

Select a load file template

You may select among pre-set load file templates conveniently provided by Logikcull (our most popular being the Logikcull Sample template populated with 41 commonly used fields). You may also choose from a previously-created load file template that you or other users in this have saved or shared across the project and/or account.

Create new template (and view existing templates)

If you choose to create a new template instead of using a pre-populated load file template, you will see a screen with two columns. The left side is available fields, the right side is the fields your load file will contain after you click on your selections. You may individually choose metadata fields from the full list on the left, or build off of a pre-populated template from the drop-down menu on the right and modifying accordingly.

Once you are finished creating your customized load file template, you have the option to save your template to use for future downloads or to share across the account.

Step 3 - Customize

Step 3a - Image Options

Include images in download (checkbox)

Choose to include images of your documents in your download. Checking this box activates the drop-down to the right, where you can select the image type. Options include multipage color PDFs, single page B&W TIFF, and multipage B&W TIFF. Please note that only one image type can be used for the entire download.

Use previously downloaded images (checkbox)

You can also include Previously Downloaded Images (a previous download's Bates endorsement). Checking this box activates the drop-down to the right, where you can select a specific download volume (or the most recent download).

Name images by (drop down menu)

With Bates Number as file name

Each document is named with its starting Bates number (i.e., in this example Documents 3, 6, 8, 11, and 13 each have multiple pages, reflecting a change in the number sequence):

and each page is stamped with its own unique Bates:

With original file name

Each document is named by its original file name as ingested into Logikcull. Duplicates will receive a suffixed number at the end of the name.

Endorsements will match whatever was selected on Step 3 (Page-level numbering, Document-level numbering, etc).

With suffixed Bates Number as File Name

Each document is named with a sequential Bates number, regardless of the number of pages in the document:

The documents are endorsed with the filename + suffixed page numbers (in this example, the first page is stamped "BATES0008" and the following page is stamped "BATES0008_000002":

Use rendered images for these document types (checkboxes)

Check the boxes next to image types you wish to include in the download. The number next to each document type represents the number of documents with that specific file type in the saved search.

If there are only one or a few image types you wish to include, you have the option to select/de-select all at the top of the list:

Note: de-selected file types will receive image slipsheets. See the "Image slipsheet template" section below for more information.

Endorsement / Branding

Include endorsements/branding (checkbox)

Select this checkbox if you want to Bates Stamp or otherwise endorse document images. Selecting this checkbox will cause a new set of drop-down menus to appear below it. Instructions below are specifically for Bates Stamping documents, but can be modified as needed.

Bates Stamping Documents

Select among the positioning options for where you wish for the bates stamps to appear (e.g., bottom right corner in the example shown). If you would like to include bates-numbering sequentially by page, select "Begin Doc (page level)" from the drop-down.

ℹ️ You will enter the custom bates-prefix and Starting Document/Bates Number in the last Step 4 of the download form.

Creating Custom Endorsements

You can choose to include a custom endorsement (e.g., "CONFIDENTIAL") by typing directly into the endorsement box and selecting "Add [custom endorsement text]" - once selected, it will remain in the drop down menu as an optional endorsement:

Image slipsheet template (drop down menu)

To choose the text that appears on an image slipsheet, select an option from the drop down menu. You can also create and save a custom message by typing directly in the text box and clicking "Add [custom slipsheet text]":

The slipsheet template you select will appear on all slipsheeted images, which are determined by the image types that were de-selected earlier.

Step 3b - Native Options

Include native files in download (checkbox)

Check this box to include Native files (the original file type that was initially uploaded to Logikcull) in your download. Please note that, if a document image was redacted, the native version of that document will be withheld even if you choose to include natives in this step.

When this checkbox is selected, it will activate the options below it.

Name native files (drop down menu)

Select whether to name native files in your download:

With Bates Number as file name
With original file name
With imported Bates Number as file name

⚠️ Please note when naming images and natives:

"with Imported Bates Number" refers to imported metadata in a Database Upload. If your records were not given a Bates number prior to this download process, you can choose "with Document Number as File Name" to name documents with the Bates number you assign during this process.

Selecting "with Imported Bates Number" without imported metadata will cause Logikcull to default to the original file name.

Include native files for these document types (checkboxes)

Check the boxes next to native file types you wish to include in the download. The number next to each document type represents the number of documents with that specific file type in the saved search. De-selected formats will not be included as native files in the download.

If there are only one or a few file types you wish to include as natives, you have the option to select/de-select all at the top of the list:

Step 3c - Other Options

Redactions (checkbox)

Selecting the checkbox "Include redactions on images and redactable natives" will "burn-in" redactions created in the document viewer.

Logikcull will re-OCR redacted images in order to exclude the underlying text from being exported.

Redactions impact the availability of native files! If a document is redacted, that document and its' family members will be excluded from the set of native documents unless Logikcull supports the redaction of a native file format (audio redactions, for example).

Text files (checkbox)

Selecting the checkbox "Include text files in download" will activate the drop down menu to the right, where you can select the location of exported text files in your download.

Customize download by document tag

This allows you to specify the format in which specific documents are produced based on the tag those documents contain. See full guide here for more details.

Step 4 - Share and Download

Download volume/name

The name associated with the download volume within Logikcull. ⚠️ Please note that the download volume name cannot be renamed or modified after the download is completed.

Starting document / bates number

This is your last step to the bates-stamping process detailed in Step 3 above. Input a starting document or bates number here. This is a required field even if you do not include endorsement settings.

Bates/Starting Numbers must be 50 characters or fewer and are restricted to letters, numbers, hyphens, periods, and underscores (i.e., no spaces). They must also end in a number.
When setting your Starting Document/Bates number, you must have an appropriate number of leading 0's for the amount of pages in your download. For example:

A 100 page document in which the Bates endorsement is separated by a period would have a starting Document/Bates number like this:

BATES.001

A 1000 page document in which the Bates endorsement is separated by an underscore would have a starting Document/Bates number like this:

BATES_0001

A 10,000 page document in which the Bates endorsement is separated by a hyphen would have a starting Document/Bates number like this:

BATES-00001

Download notes (optional)

Optional space for notes about your download.

Split download (optional)

Choose to split your download into multiple split zips if it is above a certain file size.

Download Summary Table

This table provides a summary of your selections. Please note that "Data Downloaded" row includes an inventory of tags applied to documents in Logikcull, and does not indicate that those tags are exposed in the download itself. The only way to share a document tag is by including it as metadata in a load file, or via a custom endorsement.

Save these settings as a template

This section allows you to either create or update an existing download template, which will populate future downloads with the same configuration settings as this download. You must complete the download to save the template. Download templates can be selected in Step 1 of future downloads.

Securely share this download

You also have the option to Securely Share your download, either at creation or at any time following creation. More information about Securely Sharing downloads can be found here.

Accessing and Managing Downloads

Once your download is complete, you'll receive a detailed email notification that your download is done. You can access your downloads through the Download tab in the top pane.

Troubleshooting Downloads

Do-overs

If you made a mistake, you can re-create your download simply by selecting "Download" on the same saved search.

Printing or viewing endorsed/Bates versions of downloaded documents

To view the produced/downloaded version of your document images in the document viewer, you have the ability to toggle between versions. Read our guide for viewing and printing produced versions of documents here. 🔗

I don't see expected endorsements on the produced version of my document.

If you still don't see endorsements on your produced version, you may have missed adding endorsements in Step 3 of the download.

Are Text files produced one file per document, or one file per page?

If you select to include Text files, they will be created on a 1:1 basis per document, regardless of the image type selected (for example, TIFF files are created for each page, but the Text file will still be based on the entire document).

How do I view the details about my download?

All the selections made during the download process are recorded and available for later review from the Downloads tab.

Simply hover over the vertical dots and select "more info" on the download you wish to review.

Can I delete a download?

Download Deletion can be completed by a Project Admin, Account Admin, or Account Owner. View user access levels and descriptions 🔗

In the Downloads tab, click on the ellipses ( ... ) button to the right of the download and select "Delete Download".

Once deleted, you will no longer have access to the deleted Download. The Download tag/document identifiers associated with the Download will also be removed. You will receive a Download deletion email like this:

If this was a mistake, you can always re-create the Download.

How do I allow specific documents to bypass a Priv filter in my download?

Video Walk-Through