DocSmart v.1.3.20 Update

DocSmart, Clarity Legal’s production management system for the Mac OS X environment will be getting an update tomorrow. DocSmart is a feature rich application for those users that want to completely manage the discovery and production of documents during the life of a case. DocSmart is specifically designed for law firms that want to manage production and document review! DocSmart is also a cost-efficient way to manage and review scanned paper or electronic documents for cases of all sizes from 100 pages to millions of pages.

If you’ve used Summation or Concordance, then you’ll love DocSmart because you can use Summation and Concordance load files and import them into DocSmart. The app was written for sophisticated document review on the Mac Desktop but the application works on Windows and Linux as well.

As with any new software, which DocSmart is (less than 1.5 years old) there were certain features that needed to be changes and optimized. During the better part of a year, I have been routinely updating the application to simply certain features, add new features, and make the app more powerful in certain areas. The most important additions come in database speed, image loading, and OCR management as well as improvements to tagging and tag querying.

Here is a complete list of all features in the new version of DocSmart for the Desktop:

1. Create new cases in seconds
2. Desktop-single user licenses available as well as client/server licenses available for the same price
3. Easily add columns to your database
4. Set database types for newly added columns to be either small text( 400 characters or under), date, integer, or text (ideal for large text fields such as OCR data).
5. Set length of all small text fields to your preference.
6. Delete columns from your current database.
7. Rename columns in your current database.
8. Change database column types from one type to another.
9. Index specific text fields to increase searching speed. Indexing database fields creates a word index as well so you can see specific words and the occurrences of each word.
10. Attach field lists or coding fields to specific database fields. This helps in standardizing coding of your database.
11. Use the column list window to sort and view specific columns in your column view.
12. Choose to select all columns in the column list to view or only one field (Doc_Id).
13. Convenient toolbar icons for getting to specific functions in the database.
14. Single toolbar button press shows all the records in a database.
15. Single toolbar button press shows the images associated with a specific record.
16. Single toolbar button press shows the tag manager.
17. Single toolbar button shows the coding window so users can code specific records.
18. Single toolbar button for global editing records in a database.
19. Single toolbar button allows users to go to a specific record in the current view.
20. Single toolbar button shows Form Search for searching a database.
21. Single toolbar button shows a Dictionary associated with a database which is a collection of all the indexed columns and their words.
22. Export the current database view to a text file.
23. Export the current database view to an Excel spreadsheet.
24. Single toolbar button shows the image information window which shows the image piece of a database.
25. Single toolbar button shows the OCR table which shows the OCR table in a database.
26. Single toolbar button shows the DB manager.
27. Single toolbar button press allows the user to delete records or the entire database’s current record set.
28. Import OCR text files in folder or load file manner.
29. Ability to copy tags made for a specific record into a text field. This is helpful for situations where you need to search a database for tags in conjunction with information located in a field.
30. Ability to append text to a database field.
32. Ability to clear a database column.
33. Ability to copy field from one field to another.
34. Ability to prepend text to a database field.
35. Ability to remove lines and words from a specific field.
36. Ability to trim initial text from a field.
37. Ability to extract OCR from a field to a text file.
38. Ability to add empty records to a database.
39. Ability to export one or more columns to an excel spreadsheet.
40. Ability to import CSV or DAT records into a database.
41. Ability to set the import delimite when importing CSV and DAT fields.
42. Ability to overlay records ONTO existing records by matching a field in the import field vs a field in the current database.
43. Ability to expand and shrink the view.
44. Ability to perform 2 types of searches – Form Searches and Full Text Query searches (for advanced users).
46. Ability to import Concordance OPT and LOG files from Windows versions of Concordance into an existing DocSmart database.
47. Ability to filter images using certain criteria.
48. Ability to batch edit images information such as path, breaks, pages, or type.
49. Ability to manually edit a specific image record in a database.
50. Ability to export information from an image information table to a text file.
51. Ability to export information from an image information table to an Excel file.
52. Ability to verify that images are at the proper location, and to show a report of what files are missing.
53. Ability to find duplicates in an image database.
54. Ability to show just those images that have annotations saved to them from within the image viewer.
55. Ability to calculate the total pages in a database
56. Ability to calculate the total documents in a database.
57. Ability to Launch a image from the image information.
58. Ability to delete specific records or an entire image database.
59. Ability to magnify/zoom a specific part of an image
60. Ability to highlight and save a specific part of an image.
61. Ability to add a rectangle to a specific part of an image.
62. Ability to add an arrow to a specific part of an image.
63. Ability to add a circle to a specific part of an image.
64. Ability to add a free hand mark to a specific part of an image.
65. Ability to add a line to a specific part of an image.
66. Ability to redact a specific part of an image.
67. Ability to save all redactions.
68. Ability to toggle the stroke and transparency of an annotation.
69. Ability to remove all the annotations located on an image.
70. Ability to find and replace text in a coding window.
71. View a coded record either in edit mode or in full view.
72. Ability to export an image to a file.
73. Ability to export images with annotations.
74. Ability to print the current viewable image.
75. Ability to print the current document’s image.
76. Ability to take a screenshot of an image.

Dozens of other features and nuances within the application. If you have any questions regarding DocSmart, contact me.

John Callis
Clarity Legal LLC