Posts in Category "EDD"

Extracting and Printing Attachments from Email Portfolios

Electronic Discovery (ED or EDD) is the use of electronic information as part of the discovery process.

Acrobat 9 includes an email archiving feature which allows you to convert email in Outlook and Lotus Notes into a PDF Portfolio. This process is known as Email Archiving.

If my email inbox is any indication, more and more law firms are starting to use Acrobat to harvest and review email and folks have questions about working with the email attachments which are part of the production.

To start, please review my earlier post, Creating Email Portfolios for Small EDD Productions which tells you how to use Acrobat to harvest and review email.

Understanding the Email Portfolio Format

Before we dive in, it is helpful to understand how an Email Portfolio works.

Structurally, an Email Portfolio is a multi-tiered storage format:

Portfolio Structure Illustration
Thus, an Email Portfolio contains PDFs of email messages which in turn contain the attachments to the message.  The attachments are associated with the message. If you were to extract a message, the corresponding attachment would go along with it.

What about those Attachments? I need to print them!

While you can batch print from a PDF Portfolio, the attachments (represented in the dashed box above) won’t be printed.

Some firms have simply said they want to extract, convert to PDF, and print the attachments. Acrobat doesn’t make this process straightforward or easy and there is no way to keep emails and their associated attachments together.

However, here is a workaround that might help you, especially if your production is small and you just want to burst the attachments from the portfolio.

A Better Solution
If you have a large production to manage or want to move email harvested with Acrobat to Summation or Concordance, I suggest you take a look at Evermap’s AutoPortfolio plug-in for Acrobat. I covered this plug-in in my EDD Post, too.

 

In this article, I’ll cover how to:

  1. Convert an Email Portfolio to a PDF Binder
  2. Extract attachments
  3. Convert attachments to PDF and Print them

Continue reading…

Creating Email Portfolios for Small EDD Productions

I took a close look at the Acrobat 9 packaging and didn’t find any mention of EDD (Electronic Data Discovery).

Despite that, I’m hearing from more and more law firms that would like to use Acrobat to capture, review and produce email as part of a case.

A great solution is an Email Portfolio. Acrobat can convert an entire folder of email in Outlook or Lotus Notes into well-organized PDF Portfolio which lets you sort, filter and search.

The Outlook integration provide by Acrobat offers the following:

  1. Convert individual email messages to PDF
  2. Adds attachments in their native format into the PDF of the message
  3. Combines all of the converted messages into a PDF Portfolio
  4. Adds a full-text index to the PDF Portfolio

Acrobat’s email archiving feature is intended to be a personal email archiving tool, however with a bit of tweaking (and perhaps a plug-in like Evermap’s AutoPortfolio), you may be able to use it successfully to manage small EDD productions.

Email Portfolio Movie Thumbnail New to Email Portfolios?
Learn about the basics of Email Portfolios by watching this short movie.

In this article, I’ll discuss:

  1. How to create a new User Account for production
  2. Setting up a “null user” in Outlook
  3. How to load PST and MSG files into Outlook
  4. How to convert email messages into an PDF Email Portfolio
  5. Reviewing documents in the Email Portfolio
  6. Producing Documents from the Email Portfolio
  7. Converting an Email Portfolio to a PDF Binder
  8. How to use Evermap’s AutoPortfolio tool to move data to a litigation support product like Summation or Concordance

Continue reading…