Litigation firms with significant amounts of discovery documents would do well to put them in a separate Worldox cabinet. That way they are both secured and can be organized in a way that better fits discovery. But how do you process a big batch of incoming discovery documents?
There is an easy way to get discovery documents into Worldox. In Windows Explorer, if you right-click on a document you get a “save to Worldox” option. If you right-click on a folder, the “save to Worldox” option copies all the documents in that folder and all sub-folders into Worldox. The sub-structure of discovery documents can be fairly complex, so this is a massive improvement over having to copy them one folder at a time.
In addition, Worldox adds an indication to the comments field something like this:
“Copied from ‘e:\discovery\folder\sub-folder\sub-subfolder’ on June 3, 2021 ”. This lets you identify the structure of the original set of documents.
For additional convenience, you can create and save a display that lists the “comments” field as a separate column. You can then sort that column so that the documents are sorted and displayed to match the original folder structure.
For example I imported some of the files for my book (Worldox in One Hour for Lawyers) in this manner and got the following:
Copied from: ‘C:\wdxonehour\3rd-ed’ on June 03 2021
Copied from: ‘C:\wdxonehour\3rd-ed\images’ on June 03 2021
Copied from: ‘C:\wdxonehour\3rd-ed\GX4' on June 03 2021
Copied from: ‘C:\wdxonehour\3rd-ed\GX4\chapters' on June 03 2021
Copied from: ‘C:\wdxonehour\3rd-ed\gx4-cheatsheet’ on June 03 2021
Where the entry was listed for every document that had been in that particular folder.
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