Image documents

When imaging selected documents during review, you select an imaging template that provides information about the appearance of the image. An imaging template provides the information used to create an image from the native file. This template provides information for various settings, including color, page orientation, and comment suppression.

Use the Search Builder to filter documents that do not contain images. To use the Search Builder, refer to Use Search Builder.

Perform the following procedure to create an image of a file.

1. In the Main Menu, select Review.

2. Choose to image selections in the grid or a document population (saved search or folder).
   • To image selections on the grid, perform the following tasks.
     1. Select the documents to image.
     2. In the Document Actions pane, click Image.
   • To image a document population, perform the following tasks.
     1. Click and select IMAGE.
     2. In the Imaging dialog box, in Document Population, select Saved Search or Folder. Then, select the name.
3. In Job Name, type a name to identify the job for applying the template.
4. In Image Template, select the image template using one of the following methods.
   • Select an existing image.
   • Create a new imaging template.
     1. Click .
     2. In the Create New Image Template dialog box, in Template Name, type a name for the template.
     3. Select the settings to use.

        General Setting	Select whether to overwrite any existing images and the color setting.
        WORD Setting	Select whether to show comments, the page orientation, track changes, and hidden content.
        EXCEL Setting	Select whether to show comments and the page orientation. To auto-adjust the size of the cells to fit all columns on one page, select Fit All Columns on One Page.
        POWERPOINT Setting	In View, select to show the Slide View, Notes View, or Both.
        Exception Image	Select what image to display if any of the selected documents cannot display.

     4. To finish creating the imaging template, click Create.
5. Click Submit.

6. To view details about the submitted job, in the Main Menu, select Overview and then click Jobs Overview.

7. In the Jobs Overview page, when the Job Status indicator reaches 100%, in the Job Name column, click the job you submitted. The resulting Information dialog box contains details about the job, including the number of documents that were selected and if any documents were skipped. For more details about this Information dialog box, refer to View Image job details.