About the Production Shield

Note:The Production Shield is applied to Searches that are located under the Public Folder. See Search Folders for additional information.

Production Shield allows another layer of protection for documents that should not be exported (or produced). When using Production Shield, such documents are identified during the validation phase of the export process, giving administrators the opportunity to correct conflicts and ensure only appropriate documents are produced.

For a quick overview on how to set a production shield, click on the video below.

Setting the Production Shield for a search allows you to define rules for identifying documents based on any of the following criteria:

• Fields within the case

• Review Pass/Batch

  • Assigned To

  • ID

  • Review Status

  • Set

• Doc Tags

• Redaction Categories

• Review Status

Right-click the search and choose Set Production Shield on the context menu.

Note: To remove the production shield for a search, right-click the search and choose Remove Production Shield on the context menu.