We will examine these functions in greater detail in future videos. Additionally, hyperlinks to a specific file or folder can be created for quick and easy access to an item. Fields can be created and associated such as comments, document type, review status, dates and related issues. When properly setup, Excel allows users to sort, filter and search for specific files based on different criteria. Microsoft Excel is a useful tool for generating such a filename list. Even in instances where the filename is only the Bates number of the file, it can be useful to have a spreadsheet of those numbers. In those instances, it can be beneficial to create a spreadsheet of the filenames and information about the files for later review and organization. There are times when the government produces to defense counsel digital files where the name of the file indicates something about the file content without a user having to open each file individually.įor example, the government may produce a list of investigative reports in PDF format which, as part of the file name, has the date of the report, the type of report (e.g. When working with discovery, investigative documents, or other case-related materials, it is often helpful to have a list of filenames in an Excel table.

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