Export to PDF in Review

This feature allows you to export individual documents as separate PDFs or merge multiple documents into a single PDF.

To export to PDF, complete the following procedure.

1. In the Main Menu, select Review.

2. Select the documents you want to export.

3. In the Document Actions pane, click Export to PDF.

4. In the Job Name field, enter a name.

5. In Export As, select one of the following.

   • To create a separate PDF for each document you selected, select Individual PDFs (default).

   • To combine all selected documents into one PDF file, select Merged into Single PDF.

6. In Output Selection, select one of the following file types.

   • To export native files, select Natives, and select one of the following options in Native Excel Documents.

     • Select Use redacted natives, if any to export the documents with applied redactions.

     • Select Use original natives to export the unredacted documents.

   • To export image files, select Original Images, then do the following.

     1. In Original Images Setting, select one of the following options.

        • Select Use Original Format to export images in their native image format.

        • Select Make PDFs Searchable to convert images to searchable PDFs using OCR.

        • Select Make PDFs Non‑searchable to convert images to non‑searchable, image‑only PDFs.

     2. In Redactions, select one of the following options.

        • Select Include to export the document with redactions.

        • Select Exclude to export the document without redactions.

   • To export images based on production sets, select Production Images. Then in Select Productions, select one of the following options.

     • Select Export all images to export every image. Then move production from Available Production to Select Production using the arrow.

     • Select Export images by hierarchy to export based on production hierarchy. Then, move productions from Available Production to Select Production using the arrow. Then in Select Production, set the order by using the up and down arrows.

7. Click Submit.

8. You can view the status of the Export to PDF job in the Jobs Overview page and the JOBS page in Inspect and Review. Refer to View Export to PDF job details for more information.

9. After the Export to PDF job completes, if the export of any selected document fails, the system generates a Failed Export to PDF Report. Refer to View Failed Export to PDF Report for more information.

10. After completion, go to DataHub to download the exported documents.