eDiscovery Export

Piler's eDiscovery Export feature enables legal and compliance teams to produce court-ready document exports with proper Bates numbering, load files, and organized folder structures.

Documentation

• User Guide - Step-by-step guide for legal/compliance teams
• Configuration Reference - Configuration options and settings
• Load File Fields - Complete field definitions for CSV/DAT files
• Example Workflows - Common eDiscovery scenarios and best practices

Quick Start

1. Search - Use the search interface to find relevant emails
2. Select - Check the emails you want to include in the export
3. Export - Click the briefcase icon and configure Bates numbering
4. Download - Monitor progress and download the completed ZIP file

Key Features

• Bates Numbering - Automatic sequential numbering with customizable prefixes
• Load Files - Industry-standard CSV and Concordance DAT formats
• Native Files - Original EML files with full metadata preserved
• Text Extraction - Plain text versions for review platforms
• Attachment Handling - Separate extraction with parent-child relationships
• Custodian Organization - Optional folder structure by sender/recipient

Requirements

• Role: Auditor (role_id = 2) access required
• License: eDiscovery feature must be enabled in license