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1.7.1 Records from Client and Outside Sources

1. Store on local drive; OCR and DCN the document
2. Upload document into ‘Records Library’ and delete from local drive
3. LSS Initial Metadata
   • LSS adds metadata
   • Notify PRA of new records (Daylite task to lawyer)
4. Attorney review
   • PRA adds metadata
   • Redact as necessary Process for Redaction:
     • Copy link to document to scratch pad
     • Copied for redaction = Yes
     • Download and redact using Acrobat
     • Update redacted copy back to Records (do not replace or overwrite original version)
     • Paste link to original from scratch pad
     • Add all remaining metadata to redacted version
   • Notify LSS when done (Daylite task)
5. Filter and Copy
   • ‘Disclose=Yes’
   • Set date range to after most recent Disclosure
6. Pre-Prod Rec. Lib—LSS adds PPR Metadatea
   • Date Produced
   • Produced? (‘Y/N’)
   • DCN Range
   • Disclosure No.
   • Create Log? (‘Y/N’)
     • This triggers workflow which moves records and updates Logs List
     • Document goes into either ‘Served Library’ or ‘Privilege Library’ depending on state of metadata
     • All goes into ‘Logs List’
     • O/C can only see the ‘Privilege Logs’ and ‘Production Logs’ views
7. Served Library
   • LSS completes ‘Served Library’ metadata
   • Records served by other parties
8. LSS serves ‘Updated Disclosure’ with email link to updated log list
   • ‘Privilege Library’
   • ‘Logs List’
9. Filed Library
   • Documents that have been filed and served