CASEFOLIO User Guide
Contents
1. SIMPLE SECURE ENR 001 003 0044 Page 5 This is a bookmark note ch year for CE ae when the current tenant s lease time The Cen Ould renegotiate a lease for the space 18 REQUEST FOR SPONSORSHIP PROPOSAL Requestor J Sherwood Anderson 650 223 2199 x4292 or x4860 joschka emailaccount com Summary Requesting sponsor support of tuition amp collateral costs technical seminar s amp certification s In repayment requestor will advertise company products enlist subscriptions amp customer data for services schedule demonstrations with potential company clients provide technical support at various company facilities in MIS IT Network amp Desktop capacities recruit potential candidates develop extra corporate user groups amp field product development teams and finally employ corp services or products in on campus academic projects MIS contracts amp class assignments Provisions of Requestor 7867221 3 CASEFOLIO lf a document has annotations the Annotations icon is highlighted User Guide Tap Stop when you have completed your recording Each Sound clip is limited to a maximum of two minutes Tap the blue audio icon at the base of the Sound clip annotation to activate the context menu Tap the Annotations icon to display a list of the annotations within the document Tap a specific annotation or bookmark to navigate to its location in the document SMART SIMPLE2. 25 CASEFOLIO User Guide SMART SIMPLE SECURE 9 Deleting a folio from CASEFOLIO To delete a folio from CASEFOLIO e Tap Settings in the My folios screen If you are in a folio return to the My folios screen by tapping My folios in the top left corner of the folio index screen e Tap Delete folios Enron Sample Set Enron Secure Sample Set e Tap edit ca e Tap the red warning circle to the left of the folio that you want to delete e Confirm your choice by tapping the Delete button at the right of your chosen folio 26 10 Contact and support This user guide forms part of the detailed instructions available for CASEFOLIO CASEFOLIO CONVERTER and CASEFOLIO CONVERTER PRO at any point you can click Help for assistance If you require further assistance contact us at support casefolio net 7867221 3
3. I will contact you in the near future to discuss with you this ransition In the meantime please do not hesitate to contact my office Ken 7867221 3 CASEFOLIO User Guide Use the left side menu to navigate between documents e Tap Close to return to the folio index screen e Tap Next and Previous to navigate between documents in the document result set Use Search in the left menu bar to search or navigate within a document e Search the document content for keywords e Navigate between pages e Navigate to bookmarks NB keywords will only be found in a document if it is text searchable SMART SIMPLE SECURE Previous Search From Lay lt Lay gt Date Sent Wednesday 29 August 2001 23 26 10 Date Received Wednesday 29 August 2001 23 26 10 j Bookmarks EAllison 40dynegy 2 D hear from former emf esentative of our exp Previous ENR 001 001 0004 Page 2 Our management and Search agement styles at Enrc ICcording to Fortune an Our employee survey ples of our efforts to s 4 Details Related Annotations Ken Lay 7867221 3 13 CASEFOLIO User Guide When a keyword search is performed the number of keyword hits in the document are indicated on a search navigation toolbar that appears in the top left corner of the screen e Use the arrows on this toolbar to navigate between keyword hits in a document e Each keyword hit will
4. SECURE Annotations Ta Send To Relevant Not relevant Privileged add EE CoG Annotations Sound annotation Ink drawing 19 Bookmarks ENR 001 001 0007 Page 1 ENR 001 001 0007 Page 4 Check this 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE 5 Senda PDF by email A document can be sent by email using the Send To function Cancel ENR 001 001 0007 Request for Sponsorship b Ea To Tap the Send To icon to generate an email attaching the PDF you wish to email Cc Bcc From Subject ENR 001 001 0007 Request for Sponsorship b NB The PDF attachment that is generated will contain all Sent with Casefoio annotations that have been created for the document being emailed In order to view your annotations the email recipient will require PDF viewer software capable of displaying embedded annotations such as Adobe s free Adobe Reader Sent from my iPad 20 6 Capturing document review decisions The right side menu contains a number of icons for use in capturing review decisions e Relevant Not relevant Helevant Helevant Relevant o These two icons are mutually exclusive Selecting one icon deselects the other o These two icons can have a total of three states Null no selection both icons are grey Relevant green check Not relevant Not relevant Not relevant 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE Not
5. documents you must exit each document and enter the next document from the folio index screen e Search the content of a single document using the search function on the left side menu in the document view screen NB Keyword search only works in documents that are text searchable when imported SMART SIMPLE SECURE Showing 49 documents tO Please wait Search is indexing document 1 of 49 AUG 2001 gt Untitled document ENR 001 001 0001 From Denne Karen lt Karen Denne ENRON com gt Date Sent Wednesday 16 January 2002 08 13 22 Date Received Wednesday 16 January 2002 08 13 22 Bookmarks Previous No records found Search 7867221 3 10 CASEFOLIO User Guide There are four filters in the top right corner of the folio index screen Use these buttons to filter your document list by Date Type Custodian Collection NB Metadata will only be available if it is included as part of the folio import package that your document belongs to See the CASEFOLIO CONVERTER User Guides available at casefolio net for information on how to include metadata with your document imports Clear your filters Each filter that has been applied to refine your document set is displayed as a blue button at the top of the folio index screen Tap any blue button to remove that filter from the document result set SMART SIMPLE SECURE Sort by Document ID Q B 2 F Sh
6. FOLIO User Guide Documents containing annotations that you have created are identified on the folio index screen lf a document has annotations the Annotations icon is highlighted orange Tap the Annotations icon to display a list of the annotations within the document Tap a specific annotation or bookmark to navigate to its location in the document Tap the annotation icon on the document page to activate the context menu and then edit the annotation as required Certain documents can be quickly viewed using the filters on the left Favourites Relevant Privileged Confidential User files PDF files imported directly from email or the internet by the user For more information see Adding documents above SMART SIMPLE SECURE Enron Samp Annotations Sound annotation Ink drawing Bookmarks ENR 001 001 0007 Page 1 ENR 001 001 0007 Page 4 Check this INSORSHIP eae 7867221 3 23 CASEFOLIO User Guide SMART SIMPLE SECURE 8 Exporting a folio from CASEFOLIO When you have completed your review of a folio you may want to export the folio and metadata that you have created e for import into your firm s litigation review platform e to produce to the parties in a matter or e for some other purpose To export a folio e Tap Settings in the My folios screen If you are in a folio return to the My folios screen by tapping My folios in the
7. Guide The PDF document will appear in the folio you have chosen Tap the User files tab in the folio index screen to view only those documents that been imported in this manner 2 Search sort and filter View your documents e Tap ona folio to open it The folio index screen displays your index of documents e Swipe up and down to browse through the folio index SMART SIMPLE SECURE Add document Choose a folio to save your document Create new Choose a folio to save your document Enron Sample Set 49 documents Q Please wait Search is indexing document 1 of 49 Untitled document ENR 001 001 0001 Re Jeff s Leaving EE ENR 001 001 0004 FW REQUEST FOR SPONSORSHIP HI ENR 001 001 0006 Request for Sponsorship b EE ENR 001 001 0007 Joschkal ENR 001 001 0014 RE Values and Harassment Preventid NR 001 0 15 Panel on Value Creation in the New Economy FNR 001 002 0001 7867221 3 CASEFOLIO User Guide Search for keywords e When a folio is opened for the first time CASEFOLIO indexes the files so that they can be keyword searched Indexing progress is indicated in the search field at the top of the folio index screen o You can use the other filters and or view documents while indexing is under way e Once indexing is complete search all documents in a folio using the search bar at the top of the folio index screen NB To review keyword hits across multiple
8. RT SIMPLE SECURE 1 Getting started The first time you open CASEFOLIO you will be presented with the terms and conditions that govern your use of the app Casefolio iPad App e lf you agree to the terms and conditions governing your use Software Terms and of CASEFOLIO tap I agree and the app will open Conditions e If you do not agree to the terms and conditions governing haa sleeves r teen csndinn a your use of CASEFOLIO tap Quit application and the app use of the Application These Terms and Conditions i apply whenever you access or use the Application By WI close installing accessing or using the Application you will be deemed to accept these Terms and Conditions If you do not wish to accept these Terms and Conditions you must not install or use the Application To maximise the functionality of the Application it is recommended that the Application is used in conjunction with the file conversion software Casefolio Converter which can be obtained here http www casefolio net Your use of Casefolio Converter is governed by terms and conditions available on that website 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE Each set of documents that is imported into CASEFOLIO Y appears in a separate folio e A sample folio named Enron Sample Set is pre installed that you can use to evaluate the full feature set of CASEFOLIO e Swipe left and right to naviga
9. SMART SIMPLE SECURE CASEFOLIO ANNIE User Guide 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE Contents Introduction 3 This user guide covers the iOS iPad app CASEFOLIO 3 What else do I need to know 3 1 Getting started 4 2 Search sort and filter 9 3 Display and navigate the documents 12 4 Annotations 16 5 Send a PDF by email 20 6 Capturing document review decisions 20 7 Filtering and editing document coding and annotations from the folio index screen 22 8 Exporting a folio from CASEFOLIO 24 9 Deleting a folio from CASEFOLIO 26 10 Contact and support 26 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE Introduction This user guide covers the iOS iPad app CASEFOLIO CASEFOLIO is a smart simple and secure iPad App that has been built from the ground up for one purpose To capture your decisions about documents you review To this end CASEFOLIO supports document tagging and annotations for workflows ranging from small document sets to large scale document exports from leading litigation review platforms What else do need to know A separate user guide covers CASEFOLIO CONVERTER and CASEFOLIO CONVERTER PRO Y the PC companion software applications used to prepare and import your documents and metadata into CASEFOLIO and to convert them to a number of formats following your review 7867221 3 CASEFOLIO User Guide SMA
10. be outlined by a yellow box Use the Details icon on the left menu to view a document s metadata NB Metadata will only be available if it is included as part of the folio import package that your document belongs to See the CASEFOLIO CONVERTER User Guides available at casefolio net for information on how to include metadata with your document imports SMART SIMPLE SECURE 16 Matches Found jt Wednesday 29 August 2001 23 26 10 rey 29 August 2001 23 26 10 ee ee eee Bookmarks Previous ENR 001 001 0004 Page 2 Page 2 Search File details 14 Date 2002 01 16 12 00 00 Received Date Sent 2002 01 16 12 00 00 Email New Symbol i Conversa Previous Email From Denne Karen lt Karen Dennet gt Email From Karen Denne ENRON com search Address is 4 Details Email RE New Symbol Subject Email From Denne Karen Name 7867221 3 CASEFOLIO User Guide Use Related in the left menu to view the host attachment and or sibling documents if any of the document being viewed The current document is displayed with a grey background related documents have a white background e Tapa related document to view it NB Related documents will only display if metadata containing these relationships were imported as part of the folio import package that your document belongs to See the CASEFOLIO CONVERTER User Guides available at casefolio net for information on how to incl
11. in research amp class projects traditional and new ma groups for corporate client support Integration of Enron products into Wireless Nationwide Bioinformatics Services 17 dent and COO and Marilou Schopper ng was called to order by Mr Vaughag iewed the agenda vr Vaughan ommittee attached The repati gi nes D Calaway s recommendation fc es D Calaway s compensation pac ip of The Center s Execut rdv was asked to leavalthe roong as the lant and CEO 7867221 3 CASEFOLIO User Guide Add a Bookmark e Tap the Bookmark button and then tap the screen where you want your Bookmark to appear e The Bookmark text has a default value that is DocID and page number of the document it is being created in You can amend or replace this text if desired Once you are satisfied with the text of your Bookmark tap Done in the context menu that has appeared in the top right corner e This toolbar can also be used to o Colour code a Bookmark o Edit or delete an existing Bookmark tap an existing Bookmark to enable the context menu Add a Sound clip e A Sound clip is an audio annotation that can be inserted at any part of a document e Tap the Sound clip button and then tap the screen where you want the Sound clip to appear e The Sound clip control menu will appear at the top of screen and will begin recording e Speak in a normal tone of voice and use the pause button to control your recording SMART
12. inez and David i This toolbar can also be used to Also in attendance 14 Charles Savino Greater Houston Partner o Colour code a Note o Edit or delete an existing Note tap an existing Note to 7867221 3 CASEFOLIO User Guide enable the context menu Add a Highlight e Tap the Highlight button and then drag your finger over the text that you want to highlight Use the context menu in the upper right corner to select the highlighting colour and to edit or delete the highlights Add an Ink annotation e An Ink annotation is a free hand drawing that can be added on top of any part of a document o Tap the Ink button and then use your finger or a stylus to draw and write on the document Use the context menu in the upper right corner to select the ink colour and line thickness and to edit or delete the ink annotation SMART SIMPLE SECURE E D Done RGB 0 255 0 4 Color From Lay lt Lay gt Hex 00 EF00 Date Sent Monday 27 August 2001 21 32 56 d K Date Received Monday 27 August 2001 21 32 56 To Patrick lt Patrick gt Christie lt O ENRON OU NA CN REt CC Siegel lt Siegel gt Misha lt O ENRON OU NA CN RECI From Joschka Fisher lt joschka emailaccount com gt EWN Joschka 20Fisher 20 3Cjoschka 40emailaccount 2Ecom Sent Friday August 24 2001 5 04 PM To Lay Kenneth Subject REQUEST FOR SPONSORSHIP Summary Attached proposal states how in return for tuition et assoc products
13. owing documents filtered by 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE Sort your results by e Document ID e Date Sort by Document ID Q 2 O e Title NB The Date sort option will only be available if date metadata Is included as part of the folio import package that your document belongs to See the CASEFOLIO CONVERTER User Guides available at casefolio net for information on how to include metadata with your document import 3 Display and navigate the documents Display the document Subject e Tap a document in the folio index screen to view it As I am sure you have read by now Jeff Skilling has chosen to leave Enron Jeff is res is voluntary regret his decision but accept and underst ind it have worked closel 11 here at Enron and have had few if any professional re ationships that value more enter into a consulting arrangement with the company to ai vise me and the Board of D e Swipe up and down to browse pages in a document e Pinch to zoom in and out want to assure you that Jeff s departure will in no way affect the relationship that Enro MSN have been briefed on the MSNIA project by my tem and they assure me tha Internet Access roll out plans in early October look forwerd to getting more personall our ongoing relationship and partnership continues to mature and flourish e Use the handle grips to slide the side menus out of view and back into view
14. presented with a coupon code Use this coupon code to download CASEFOLIO CONVERTER from casefolio net e Import a folio o Connect your iPad to a PC that has iTunes installed Settings o Adda folio to CASEFOLIO using iTunes refer to the CASEFOLIO CONVERTER user guide Export folios available at casefolio net for detailed instructions on SR this process Change Theme o InCASEFOLIO tap Settings from the My folios screen o Select the folio that you added through iTunes 7867221 3 CASEFOLIO User Guide e Import a secured folio o Documents in a folio can optionally be secured as part of the CASEFOLIO CONVERTER process o Secured folios are imported in the same manner as unsecured folios However if a folio is secured you will be required to provide the folio password before CASEFOLIO will import the document set o The password for the included Secure Sample set is password e Import a single PDF o PDF documents can be imported to CASEFOLIO using the iOS open in function Open the PDF that you want to import Tap the Open in icon The location of this icon will vary depending on the app that you are in Select CASEFOLIO You will be prompted to select an existing folio or to create a new folio SMART SIMPLE SECURE Password required To import this folio please enter the required password as OK Open In 7867221 3 CASEFOLIO User
15. relevant red x e Privileged Not privileged o These two icons are mutually exclusive Selecting one icon deselects the other Privileged Privileged Privileged o These two icons can have a total of three states Null no selection both icons are grey Privileged closed red padlock Not privileged open green padlock Not privileged Not privileged Not privileged 21 e Confidential o This icon has two states OGEN eG Key Confidential Confidential Null grey key e Favourite o This icon has two states Favourite yellow star Favourite Favourite Null grey star 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE 7 Filtering and editing document coding and annotations from the folio index screen The results of your document coding decisions are displayed on the folio index screen e You can edit the coding decisions that you have made directly from the main screen by tapping on each icon o Relevance Default state is null grey check Tap once to code the document relevant green check Tap again to code the document not relevant red x Tap a third time to return to null grey check o Privilege Default state is null closed grey padlock Tap once to code the document privileged closed red padlock Tap again to code the document not privileged open green padlock Tap a third time to return to null closed grey padlock 7867221 3 22 CASE
16. te between available folios YOUR NAME HERE CHANGE IN SETTINGS CASEFOLIO Enron Sample Set 28 Nov 2012 Brand CASEFOLIO in your firm or company s style by adding a name and selecting a colour scheme mam Settings e Select Settings in the top right corner Import folios Select Change Theme Export folios Delete folios Change Theme 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE Personalise your details e type in your firm or company details Company details e select your colour scheme Blue amp Associates e tap Save and then Done Colour scheme Yellow Add documents to CASEFOLIO e Additional folios can be created using CASEFOLIO CONVERTER or CASEFOLIO CONVERTER PRO Import folios gt available at casefolio net re gt e Folios are imported to CASEFOLIO and exported from portokrolies gt CASEFOLIO using the iTunes import export function aan e The import export function is unlocked by means of an in app purchase using your Apple ID This purchase also 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE entitles you to a one year license of CASEFOLIO CONVERTER e Unlock o Tap settings from the My folios screen o Tap the red 17 99 button this amount will vary depending on your location o Enter your Apple ID account information o When you unlock the import export function you will be
17. top left corner of the folio index screen your iPad is connected to iTunes Tap E Xpo rt folios Use the CASEFOLIO Converter to unpack the CASEFOLIO package to a format that can be reviewed on your desktop or imported to yg J e Tap the folio that you want to export Export type e You will be prompted whether to include PDF files with your a export Select either Yes or No binii e The folio export package is generated You can now copy this file onto your PC using iTunes NB The CASEFOLIO CONVERTER User Guides available at Casefolio net contain detailed instructions for performing the steps below e Use CASEFOLIO CONVERTER to convert your export to o A folder of PDFs and html report that contains your 7867221 3 CASEFOLIO coding decisions and basic document metadata fields o A folder of PDFs and CSV file that contains your coding decisions and all document metadata fields e Use CASEFOLIO CONVERTER PRO to convert your export to o An export mdb load file suitable for import directly into FTI s Ringtail eDiscoveryTools Reviewer o A relativity dat load file suitable for import directly into kCura s Relativity o Adelimited_data csv load file suitable for import directly into AccessData s Summation Visit casefolio net for more information on CASEFOLIO CONVERTER and CASEFOLIO CONVERTER PRO User Guide SMART SIMPLE SECURE 7867221 3
18. ude metadata with your document imports Use the left side menu to navigate between documents e Tap Next and Previous to navigate between documents in the document result set e Tap Close to return to the folio index screen SMART SIMPLE SECURE Host document The Center board package addition ENR 001 003 0043 Related documents Minutes Board November 13 2001 gt ENR 001 003 0044 Minutes Executive Committee Deion 20 gt ENR 001 003 0049 4 Previous Search 7867221 3 CASEFOLIO User Guide SMART SIMPLE SECURE 4 Annotations Use Annotations in the left menu to add a co Ge cua e Note text annotation Details E nnotations H ig h ig ht 4 Sound annotation Related e Ink handwritten annotation aia Bookmark Annotations Bookmarks la ENR 001 001 0007 Page 1 e Sound clip voice annotation Send To ENR 001 001 0007 Page 4 Check this 16 Add a Note e A Note is a text annotation that can be added to any part of a MINUTES Meeting of the document November 13 2001 e Tap the Note button and then tap the screen where you want The meeting was held in the Conference Room of the Greater Hou your Note to appear at 4 p m The lad e Enter the text for your note and tap Done in the context menu Members pai TINGE AO Vaughan Chairman James Calaway that has appeared in the top right corner Everett Gene Locke j cKkie Martin George Mart
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