Box.com Features

Box.com is a cloud-based repository that allows users to store, access, share and transfer electronic files. It also has features that allow for collaboration on the drafting of documents. We will touch on some of the key features here and more detailed information about each feature will be provided in future blog posts. Users can easily access files from different devices (such as computers, tablets and smartphones) anywhere they can connect to the internet. This allows federal defender offices and CJA panel attorneys to share discovery and work product easily and efficiently in a secure environment. With the national contract the National Litigation Support Team (NLST) has with Box.com, the security features emulates those of USAfX, the DOJ’s re-branded version of Box.com they use to disseminate discovery in many districts. If you are interested in using Box.com for one of your cases or have questions about its utility, please contact Kalei Achiu with the NLST at kalei_achiu@fd.org or 510-250-6310.

Box Drive, otherwise known as “Desktop, meets cloud”, allows users to access Box content from their desktop. Unlike Box Sync, Drive brings the entire universe of Box.com files to the desktop without taking up too much space on a hard drive since files are stored in the cloud instead of locally on a computer. However, it does not support offline access to content. Users will need an internet connection to access files. Box Drive can be easily accessed on a user’s desktop from Windows Explorer (Finder on a Mac) or the Windows System Tray (System Notification on a Mac). Documents can be created and/or edited from the desktop and changes will automatically be saved back to Box.com. Drive also gives users the option to “lock” shared files to keep other collaborators from overwriting edits.  Learn more about Box Drive and download it here:  https://www.box.com/resources/downloads/drive.

Box Sync allows users to mirror data stored on Box.com on their desktop or laptops. Unlike, Box Drive, users do not need an internet connection to access files once they are downloaded. Box Sync allows users to choose which files to sync so you don’t have to sync an entire folder. If any changes or edits are made, they will be synced back to Box.com the next time you connect to the internet. Box Sync allows the user syncing documents to choose the location where the synced folder resides. By default, synced folders live on the user’s local C: drive. However during the initial setup, the location can be changed to a shared network drive so that all those with access to that shared network drive can then access the synced folder.  Learn more about Box Sync and download it here:  https://community.box.com/t5/Using-Box-Sync/Installing-Box-Sync/ta-p/85.

Box Edit is a feature that makes collaboration even easier by allowing users to edit files directly from Box.com. Users no longer must download a file, make their changes and then upload it back to Box with a different name. Box Edit works with many programs including Word, Excel, PowerPoint and Adobe Acrobat. Once Box Edit is installed on a computer that also has the program in which the file was originally created, users can access the file in Box, which will then launch the document in the original program. Revisions are made in the original program, the updated file is automatically saved directly back to Box because of the integration. Box Edit will track the version history of the documents so users don’t have to worry about saving files as different versions. Older versions of the documents can be accessed in the version history on Box. Box Edit also allows users to create new documents directly on Box. Users must “Select” New and choose the type of document they want to create. Once created, it is available to any collaborator with access to that folder for editing.  Learn more about Box Edit and download it here:  https://app.box.com/services/box_edit.

Box Notes is an easy to use tool that works on Box.com or as a separate “add-on” for your desktop. Box Notes allows users to quickly take notes, share ideas and collaborate with others. The live editing and collaboration feature allows everyone to see the same note and make changes or suggestions in real time. Users can see a list of all existing notes on Box and their associated folders as well as the last collaborator to update the note. The Box Notes desktop application is a separate add-on feature, but works the same way as Box Notes in your web browser. Once Notes is installed on the computer, a shortcut icon is created on the desktop. It can also be accessed from the list of programs installed on the computer. Users can edit and collaborate on notes as they would on Box.com. Any edits or changes made on the desktop application are available to collaborators in real time on Box.com.  Learn more about Box Notes and download it here:  https://www.box.com/notes.

dtSearch User Preferences

When you first open dtSearch the window layout and user preferences will be using the programs default settings.  We’ve found that modifying certain settings will increase the search capabilities and will make navigating and working with the program easier.  The system will remember your preferences so you only have to modify these settings once.

By default, the program is set to search document content, but not file or folder names and there are times when searching file and folder names can be helpful.  Additionally, the search results screen uses a top-bottom layout (the list of results will be on the top with a document preview on the bottom).  Since most documents have a portrait orientation, a side-by-side layout is generally easier to work with.  With Adobe Acrobat documents, there is an additional plug-in needed to be able to navigate through search results within the same document.

To change the user preferences, go to the “Options” menu and choose “Preferences”.

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In the Preferences window, under “Indexing Options” place a check next to “Index filenames as text” (leave “Include path information” checked as well).

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Next, go to “Search results” within the “Search Options” section and place a check next to “Checkbox” and “Type” within the “Items to include in search results” section.  Then under the “Window layout” section, select “Vertical split”.

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Finally, select “PDF view options” in the “Document Options” section.  Look in the “Highlighting hits in Adobe Reader” area.  If the screen reads “A plug-in is needed…” then select the “Configure Plug-in” button and follow the screen prompts to install (if the screen reads the plug-in is installed then there is nothing more you need to do).

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Once you have made the changes, click “OK”.  You will receive a message notifying you that the new window layout won’t appear until you close and restart dtSearch.

To see the changes, close dtSearch and re-open it.  You will see the window layout is in the side-by-side “Vertical split” view.  When you run a search, your search results will now appear on the left, with checkboxes and the document viewer on the right.  Within PDF documents you will now be able to use the hit navigation buttons.

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Going forward, any new indexes you create will include the ability to search file and folder names.  If you wish to add this feature to any of your existing indexes, run “Update Index” from the “Index” menu.

For additional help with dtSearch, please use the “Help” menu or visit dtSearch.com.

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Acrobat DC New Features

All of you use Adobe Acrobat on a daily basis.  Whether it is Adobe Acrobat Reader, Standard or Pro, it is an excellent tool for legal professionals for everything from saving pleadings to file with the court’s case management/electronic case file system to reviewing discovery.  Some of you have been using Acrobat for a while and know that Adobe comes out with new versions every couple of years.  The latest version of Acrobat stopped using the number of release to distinguish a new version (like Adobe Acrobat XI), but now calls itself DC, which stands for Document Cloud, and labels the version by the year of the release (Adobe Acrobat DC 2016 the most recent version).  Like many other software companies, Adobe is moving to a cloud based service giving users the option of working on multiple devices seamlessly if they choose to store their files online.  Though designed for cloud use, users do not have to store their documents remotely, and they can continue using Acrobat DC as a desktop program as they always have.

Acrobat DC has a new look compared to previous versions, has been designed to be tablet and cell phone friendly, and gives users the ability to work on a document from different devices seamlessly. The addition of a user friendly tabbed tool bar makes switching from one document to another that much easier.

The “Home” tab shows the most recent files you have worked with.  You can also search for a file in the search bar, open a file by navigating to it by clicking on “My Computer” or going to the File Menu and selecting → Open.

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Once you open a document, the “Document” tab appears at the top of the screen, allowing you to easily navigate from the Document to the Tool Center to the Home page.

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The “Tools” tab, otherwise known as the DC Tool Center centralizes all the features of Acrobat in one place for easy access. Now you can quickly find the tool you need without having to remember which  menu in the tools section to navigate to.

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The “Search Tools” option in DC is intuitive and easy to use. If you want to OCR a document, type OCR in the “Search Tools” section of the Tool Center and all the toolsets related to recognizing text will appear.

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The tool pane that users see when looking at a document can be customized. You can add a tool to the tool pane by selecting “Add Shortcut” from the Tool Center or by right-clicking in the Tool Pane when searching for a tool and adding it there.

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When Tool Groups are opened, they are automatically pinned to the top of the screen. The Tool Group stays open until you close it or open another tool.

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DC gives you multiple ways of accessing the tools you are looking for and then quickly going back to working with your documents.

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The new tabbed tool bar is just one feature of Acrobat DC that makes upgrading worthwhile.  More features will be highlighted in upcoming posts so stay tuned.